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Consulting Referral Fee Agreement Template for Switzerland

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Key Requirements PROMPT example:

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."

Document background
The Consulting Referral Fee Agreement is essential for businesses operating in Switzerland that wish to formalize their referral relationships and establish clear parameters for compensation. This document is typically used when consulting firms want to expand their client base through third-party referrals while ensuring compliance with Swiss regulatory requirements, particularly the Swiss Code of Obligations and data protection laws. The agreement covers crucial elements such as referral fee structures, payment conditions, confidentiality obligations, and compliance requirements. It's particularly relevant for professional services firms looking to grow their business through partner networks while maintaining legal compliance and protecting their interests under Swiss law.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

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

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

Relevant Teams

Legal

Business Development

Compliance

Commercial

Sales

Partnerships & Alliances

Executive Leadership

Finance

Operations

Risk Management

Relevant Roles

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

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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