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Introduction Fee Agreement
1. Parties: Identifies the parties to the agreement - typically the introducer and the recipient of introduction services
2. Background: Sets out the context of the agreement and the parties' intentions
3. Definitions: Defines key terms used throughout the agreement, including 'Introduction', 'Successful Introduction', and 'Introduction Fee'
4. Scope of Services: Details the introduction services to be provided and any specific requirements or standards
5. Fee Structure: Specifies the introduction fees, calculation method, and when they become payable
6. Payment Terms: Outlines payment timing, method, and any conditions for payment
7. Duration and Termination: Specifies the term of the agreement and circumstances for termination
8. Confidentiality: Addresses the handling of confidential information shared during introductions
9. Data Protection: GDPR compliance provisions for handling personal data
10. Warranties and Representations: Statements about the parties' authority and capacity to enter into the agreement
11. Limitation of Liability: Defines the extent and limits of each party's liability
12. General Provisions: Standard boilerplate clauses including governing law, notices, and entire agreement
1. Exclusivity: Used when the introducer is granted exclusive rights for certain introductions or territories
2. Regulatory Compliance: Required when introductions involve regulated sectors like financial services
3. Non-Circumvention: Prevents parties from bypassing the introducer to avoid paying fees
4. Marketing and Promotion: Include when the introducer will be promoting the recipient's services
5. Intellectual Property: Needed when the introduction involves sharing or using protected IP
6. Dispute Resolution: Optional alternative dispute resolution procedures
7. Force Majeure: Include for longer-term introduction arrangements
1. Fee Schedule: Detailed breakdown of fee structures, rates, and calculation methods
2. Service Territory: Definition of geographical areas or markets covered by the introduction services
3. Introduction Process: Step-by-step procedure for making and qualifying introductions
4. Reporting Template: Standard format for reporting introductions and tracking successful outcomes
5. Data Processing Agreement: Detailed GDPR-compliant terms for personal data processing
6. Approved Marketing Materials: Templates or guidelines for promotional materials if relevant
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