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Consulting Referral Fee Agreement
"I need a Consulting Referral Fee Agreement under Swiss law for my IT consulting firm based in Zurich, with a tiered fee structure offering 10% commission for the first CHF 100,000 of referred business and 15% thereafter, including strict data protection provisions and exclusive territory rights for German-speaking cantons."
1. Parties: Identification of the referrer and the consulting firm, including full legal names, addresses, and registration details
2. Background: Context of the agreement, business relationship, and purpose of the referral arrangement
3. Definitions: Key terms used throughout the agreement, including 'Referred Client', 'Referral Fee', 'Services', and 'Successful Referral'
4. Scope of Referral Services: Details of what constitutes a valid referral and the referrer's responsibilities
5. Referral Process: Step-by-step process for making and accepting referrals
6. Referral Fee Structure: Calculation method for referral fees, payment terms, and conditions for fee eligibility
7. Payment Terms: Timing of payments, invoicing requirements, currency, and payment methods
8. Term and Termination: Duration of the agreement and circumstances under which it can be terminated
9. Confidentiality: Obligations regarding confidential information and trade secrets
10. Data Protection: Compliance with Swiss data protection laws and handling of personal data
11. Non-Solicitation: Restrictions on soliciting employees or clients
12. Independent Contractor Status: Clarification that the referrer is an independent contractor
13. Governing Law and Jurisdiction: Specification of Swiss law as governing law and jurisdiction for disputes
14. General Provisions: Standard boilerplate clauses including severability, entire agreement, and amendments
1. Exclusivity: Optional clause defining whether the referral arrangement is exclusive or non-exclusive
2. Training and Support: Include when the consulting firm will provide training or materials to the referrer
3. Marketing and Representation: Include when the referrer will be permitted to use the consulting firm's branding or marketing materials
4. Insurance Requirements: Include when specific insurance coverage is required for the referrer
5. Audit Rights: Include for arrangements with high-value referral fees or complex calculation methods
6. Dispute Resolution: Optional mediation or arbitration procedures before court proceedings
7. Service Level Requirements: Include when setting specific performance standards for the referrer
8. Compliance with Anti-Corruption Laws: Include for international referrals or high-value arrangements
1. Schedule 1 - Referral Fee Calculation: Detailed breakdown of fee calculations, including examples and scenarios
2. Schedule 2 - Referral Process Workflow: Detailed step-by-step process flow for referrals
3. Schedule 3 - Approved Marketing Materials: List of approved materials and usage guidelines
4. Appendix A - Referral Report Template: Standard template for reporting referrals
5. Appendix B - Data Processing Terms: Detailed terms for handling personal data in compliance with FADP
Authors
Professional Services
Management Consulting
IT Consulting
Financial Services
Business Advisory
Legal Services
Strategy Consulting
Human Resources Consulting
Technology Services
Corporate Training
Digital Transformation
Sustainability Consulting
Legal
Business Development
Compliance
Commercial
Sales
Partnerships & Alliances
Executive Leadership
Finance
Operations
Risk Management
Business Development Manager
Partner
Managing Director
Legal Counsel
Compliance Officer
Chief Commercial Officer
Head of Partnerships
Business Development Director
Alliance Manager
Channel Manager
Chief Executive Officer
Head of Business Development
Sales Director
Partnership Development Manager
General Counsel
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