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Lead Referral Agreement

Lead Referral Agreement Template for Switzerland

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Key Requirements PROMPT example:

Lead Referral Agreement

"I need a Lead Referral Agreement under Swiss law for my fintech company to receive qualified leads from independent financial advisors, with a tiered commission structure and strict data protection provisions for handling sensitive financial information."

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Document background
The Lead Referral Agreement is essential for businesses operating in Switzerland who wish to formalize their lead-sharing arrangements and establish clear parameters for compensation and responsibilities. This document is particularly relevant in today's interconnected business environment where companies frequently collaborate to expand their client base. The agreement must comply with Swiss law, particularly the Code of Obligations (OR/CO) and Federal Data Protection Act (FADP/DSG), while addressing practical aspects such as lead qualification, referral processes, and payment terms. It's commonly used when businesses want to leverage their networks and create mutually beneficial relationships while maintaining legal compliance and professional standards.
Suggested Sections

1. Parties: Identification of the referrer and recipient parties, including full legal names and addresses

2. Background: Context of the agreement and brief description of the parties' business relationship

3. Definitions: Key terms used throughout the agreement, including 'Lead', 'Qualified Lead', 'Referral Fee', etc.

4. Appointment and Scope: Establishment of the referral relationship and its scope, including any territorial limitations

5. Lead Referral Process: Detailed process for identifying, qualifying, and referring leads

6. Quality Requirements: Minimum criteria for acceptable leads and validation process

7. Referral Fees and Payment: Fee structure, calculation method, payment terms, and conditions for fee eligibility

8. Data Protection and Privacy: Obligations regarding handling of lead data, compliance with FADP/DSG

9. Confidentiality: Protection of confidential information exchanged during the referral process

10. Representations and Warranties: Standard warranties regarding authority, compliance with laws, and service quality

11. Term and Termination: Duration of agreement and circumstances for termination

12. General Provisions: Standard legal clauses including governing law, jurisdiction, entire agreement, etc.

Optional Sections

1. Non-Solicitation: Restrictions on soliciting referred leads or employees, used when there's significant risk of competition

2. Exclusivity: Terms for exclusive referral arrangements, included when parties agree to exclusive relationships

3. Marketing and Promotion: Guidelines for marketing the referral relationship, used when public promotion is planned

4. Training and Support: Details of any training or support provided, included for complex referral programs

5. Compliance with Industry Regulations: Specific regulatory compliance requirements, included for regulated industries

6. Service Levels: Specific performance metrics and standards, used in high-volume or critical referral relationships

7. Audit Rights: Rights to audit referral records, included for high-value or regulated arrangements

Suggested Schedules

1. Schedule 1 - Lead Qualification Criteria: Detailed criteria for qualifying leads, including minimum information requirements

2. Schedule 2 - Fee Structure: Detailed breakdown of referral fees, including any variations or special cases

3. Schedule 3 - Lead Referral Process: Step-by-step process flow for lead referrals, including timelines and responsibilities

4. Schedule 4 - Data Protection Requirements: Specific data protection procedures and requirements

5. Schedule 5 - Reporting Templates: Standard formats for lead referral and payment reporting

6. Appendix A - Contact Details: Key contacts for both parties for various aspects of the relationship

Authors

Alex Denne

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

alex.den.21@genieai.co
Relevant legal definitions




























Clauses






























Relevant Industries

Financial Services

Professional Services

Technology

Real Estate

Insurance

Management Consulting

Information Technology

Legal Services

Healthcare

Business Services

Banking

Education

Manufacturing

Telecommunications

Relevant Teams

Legal

Business Development

Sales

Compliance

Commercial

Operations

Marketing

Partnership Management

Risk Management

Contract Administration

Relevant Roles

Business Development Manager

Sales Director

Legal Counsel

Compliance Officer

Partnership Manager

Chief Commercial Officer

Marketing Director

Account Executive

Business Strategy Manager

Operations Manager

Chief Executive Officer

Contract Manager

Risk Manager

Channel Partner Manager

Sales Operations 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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