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Referral Agreement Contract

Referral Agreement Contract Template for Switzerland

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Key Requirements PROMPT example:

Referral Agreement Contract

"I need a Referral Agreement Contract under Swiss law for my wealth management firm to establish a referral network with independent financial advisors, including tiered commission structures starting from March 2025 and strict compliance with financial services regulations."

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Document background
The Referral Agreement Contract is a vital business document used to formalize arrangements where one party agrees to refer clients or business opportunities to another party in exchange for compensation. This agreement type is particularly important in the Swiss business environment, where precision and clarity in commercial relationships are highly valued. The document addresses key aspects required under Swiss law, including detailed referral mechanisms, commission structures, data protection compliance, and confidentiality provisions. It's especially relevant in professional services, financial services, and other sectors where client referrals form a significant part of business development. The agreement ensures compliance with the Swiss Code of Obligations and provides clear guidelines for managing the referral relationship, handling disputes, and protecting both parties' interests.
Suggested Sections

1. Parties: Identification of the parties entering into the agreement, including full legal names and addresses

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

3. Definitions: Key terms used throughout the agreement

4. Scope of Agreement: Description of the referral arrangement and territory covered

5. Appointment and Authority: Terms of appointment and extent of referrer's authority

6. Referral Process: Detailed process for making and accepting referrals

7. Compensation and Payment Terms: Structure of referral fees, payment schedule, and calculation method

8. Obligations of the Referrer: Duties and responsibilities of the referring party

9. Obligations of the Company: Duties and responsibilities of the party receiving referrals

10. Confidentiality: Protection of confidential information and trade secrets

11. Data Protection: Compliance with Swiss data protection laws and handling of personal data

12. Intellectual Property: Protection and usage of trademarks, logos, and other IP

13. Term and Termination: Duration of agreement and termination provisions

14. Governing Law and Jurisdiction: Confirmation of Swiss law application and jurisdiction

15. General Provisions: Standard boilerplate clauses including notices, amendments, and severability

Optional Sections

1. Non-Competition: Restrictions on competing activities, used when exclusivity is required

2. Training and Support: Details of training provided to referrer, included when specific expertise is needed

3. Marketing and Promotion: Guidelines for marketing activities, included when referrer will conduct promotional activities

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

5. Insurance Requirements: Insurance obligations, included when referrer needs specific coverage

6. Audit Rights: Right to audit referral activities, included for high-value or regulated arrangements

7. Force Majeure: Provisions for unforeseen circumstances, included for long-term or critical relationships

Suggested Schedules

1. Schedule 1 - Compensation Structure: Detailed breakdown of referral fees, commission tiers, and bonus structures

2. Schedule 2 - Referral Process Flow: Step-by-step process flow and documentation requirements

3. Schedule 3 - Approved Marketing Materials: Templates and guidelines for marketing and communication

4. Schedule 4 - Service Level Agreement: Performance metrics and service standards

5. Schedule 5 - Data Processing Requirements: Detailed data handling and protection procedures

6. Appendix A - Reporting Templates: Standard forms for referral reporting and tracking

7. Appendix B - Contact Details: Key contact information for both parties

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

Information Technology

Real Estate

Insurance

Healthcare

Management Consulting

Legal Services

Education

Telecommunications

Relevant Teams

Legal

Business Development

Sales

Compliance

Commercial

Operations

Partner Relations

Marketing

Strategy

Client Services

Relevant Roles

Business Development Manager

Partner

Chief Executive Officer

Commercial Director

Legal Counsel

Compliance Officer

Sales Director

Channel Manager

Strategic Alliance Manager

Chief Operating Officer

Managing Director

Relationship Manager

Business Unit Head

Marketing 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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