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Buyer Referral Agreement Template for Australia

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Key Requirements PROMPT example:

Buyer Referral Agreement

"I need a Buyer Referral Agreement for my financial services company in Sydney, with a focus on high-value client referrals and including strict confidentiality provisions and a tiered commission structure based on investment amounts."

Document background
The Buyer Referral Agreement is designed for use in the Australian business context where a formal arrangement is needed to govern the relationship between a business and parties who refer potential customers or clients. This document is essential when establishing structured referral programs, particularly in industries such as real estate, financial services, or professional services. The agreement includes comprehensive provisions covering referral processes, commission structures, compliance with Australian regulations (including privacy and consumer protection laws), and risk management measures. It should be used when businesses want to formalize their referral relationships, ensure compliance with relevant regulations, and establish clear parameters for compensation and performance expectations. The agreement is adaptable to various industries while maintaining compliance with Australian federal and state legislation.
Suggested Sections

1. Parties: Identifies and defines the parties to the agreement - typically the referrer and the business receiving referrals

2. Background: Sets out the context of the agreement and the parties' general intentions

3. Definitions: Defines key terms used throughout the agreement

4. Appointment and Scope: Establishes the referrer's role and the scope of referral services

5. Referral Process: Details the specific process for making and accepting referrals

6. Compensation: Outlines the referral fees, commission structure, and payment terms

7. Obligations of Referrer: Lists the referrer's duties, responsibilities, and service standards

8. Obligations of Business: Details the business's commitments and responsibilities regarding referred customers

9. Term and Termination: Specifies the agreement duration and termination provisions

10. Confidentiality: Addresses the handling of confidential information shared between parties

11. Privacy and Data Protection: Covers the management and protection of customer data

12. General Provisions: Contains standard legal provisions including governing law, notices, and amendment procedures

Optional Sections

1. Non-Compete: Restrictions on the referrer's ability to work with competitors - include when exclusivity is required

2. Training and Support: Details of training provided to referrer - include when the business offers specific training programs

3. Marketing and Branding: Guidelines for using the business's brand - include when referrer will engage in marketing activities

4. Insurance Requirements: Specific insurance obligations - include for high-risk or regulated industries

5. Dispute Resolution: Detailed dispute resolution procedures - include for high-value or complex arrangements

6. Compliance Requirements: Industry-specific compliance obligations - include for regulated industries

7. Performance Metrics: Specific performance targets and measurement criteria - include when using performance-based compensation

8. Territory Restrictions: Geographic or market limitations - include when territorial exclusivity is granted

Suggested Schedules

1. Schedule 1 - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods

2. Schedule 2 - Referral Procedures: Step-by-step process for making and tracking referrals

3. Schedule 3 - Approved Marketing Materials: List of approved marketing materials and usage guidelines

4. Schedule 4 - Service Level Requirements: Specific performance standards and response time requirements

5. Appendix A - Referral Report Template: Standard format for reporting referral activities

6. Appendix B - Commission Report Template: Standard format for commission calculations and reporting

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions





























Clauses






























Relevant Industries

Real Estate

Financial Services

Professional Services

Technology

Healthcare

Education

Consulting

Insurance

Retail

Manufacturing

Business Services

Relevant Teams

Legal

Compliance

Sales

Business Development

Partnerships

Operations

Marketing

Finance

Risk Management

Client Services

Relevant Roles

Business Development Manager

Sales Director

Partnership Manager

Channel Manager

Legal Counsel

Compliance Officer

Marketing Manager

Operations Manager

Account Executive

Chief Revenue Officer

Sales Operations Manager

Referral Program Coordinator

Business Owner

Managing Director

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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