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Introduction Fee Agreement Template for Australia

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Key Requirements PROMPT example:

Introduction Fee Agreement

"I need an Introduction Fee Agreement for my real estate consultancy business based in Sydney, where I'll be introducing potential buyers to commercial property developers and want to charge 2% of the final purchase price for successful introductions completed before December 2025."

Document background
The Introduction Fee Agreement is essential for businesses and professionals who facilitate valuable business connections and wish to be compensated for successful introductions. This document is commonly used in Australia by business brokers, consultants, advisory firms, and other professionals who connect parties for various commercial purposes, including M&A transactions, investment opportunities, or business partnerships. The agreement clearly defines what constitutes a qualifying introduction, specifies the fee structure and payment triggers, and includes necessary protections for all parties involved. It complies with Australian legal requirements, including relevant provisions of the Corporations Act 2001 and Competition and Consumer Act 2010, particularly when the introduction services may fall within regulated financial services activities.
Suggested Sections

1. Parties: Identifies and defines the parties to the agreement - typically the Introducer and the Client

2. Background: Sets out the context of the agreement, including the Client's business and desire for introductions

3. Definitions: Defines key terms used throughout the agreement, including 'Introduction', 'Success Fee', 'Target Business', etc.

4. Appointment: Formally establishes the Introducer's role and the non-exclusive nature of the arrangement

5. Introduction Services: Details the specific services the Introducer will provide and the target criteria for introductions

6. Fee Structure: Specifies how the introduction fee is calculated and when it becomes payable

7. Payment Terms: Outlines the payment process, timing, and any conditions precedent to payment

8. Term and Termination: Specifies the duration of the agreement and circumstances for termination

9. Confidentiality: Establishes obligations regarding confidential information shared during the introduction process

10. Warranties and Representations: Sets out the promises made by each party regarding their capacity and authority

11. Limitation of Liability: Defines the extent of each party's liability under the agreement

12. General Provisions: Standard boilerplate clauses including governing law, notices, and entire agreement

Optional Sections

1. Non-Circumvention: Used when there's a risk of the Client bypassing the Introducer to deal directly with introduced parties

2. Exclusivity Provisions: Include when the Introducer has exclusive rights for certain territories or target businesses

3. Success Metrics: When fee payment is tied to specific success criteria or outcomes

4. Regulatory Compliance: Include when the introduction services may fall under financial services regulations

5. Intellectual Property: When the introduction process involves sharing of IP or proprietary information

6. Data Protection: Include when personal data will be shared as part of the introduction process

7. Post-Termination Obligations: When certain obligations need to survive the end of the agreement

8. Force Majeure: Include when needed to address potential disruptions to the introduction services

Suggested Schedules

1. Fee Calculator: Detailed breakdown of fee calculations, including any sliding scales or success-based components

2. Target Business Criteria: Specific criteria for acceptable introductions, including industry, size, location etc.

3. Reporting Template: Standard format for reporting introductions and tracking progress

4. Excluded Parties: List of businesses or individuals excluded from the introduction fee arrangement

5. Introduction Protocol: Step-by-step process for making and documenting introductions

6. Service Level Agreement: Specific performance metrics and service standards if applicable

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

Financial Services

Professional Services

Management Consulting

Real Estate

Investment Banking

Private Equity

Venture Capital

Business Broking

Commercial Property

Recruitment

Mergers & Acquisitions

Corporate Advisory

Relevant Teams

Legal

Business Development

Corporate Development

Finance

Commercial

Mergers & Acquisitions

Advisory

Executive Leadership

Procurement

Strategy

Relevant Roles

Business Development Manager

Managing Director

Chief Executive Officer

Business Broker

Corporate Development Manager

Chief Financial Officer

Investment Manager

Legal Counsel

Commercial Director

Partner (Professional Services)

Business Consultant

Relationship Manager

Head of Mergers & Acquisitions

Chief Commercial Officer

Business Advisory Manager

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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