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Referral Partner Agreement

Referral Partner Agreement Template for Denmark

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Referral Partner Agreement

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Document background
The Referral Partner Agreement is essential for businesses operating in Denmark who wish to expand their customer base through formal referral partnerships. This document is particularly valuable when companies want to establish a structured approach to receiving qualified leads from third parties. The agreement, governed by Danish law, includes crucial elements such as referral fee structures, qualification criteria for valid referrals, data protection provisions compliant with GDPR, and specific obligations for both parties. It's commonly used in B2B contexts where services or products require specialized knowledge or have complex sales cycles. The document ensures compliance with Danish commercial law, marketing regulations, and competition law while providing clear guidelines for the referral relationship and protecting both parties' interests.
Suggested Sections

1. Parties: Identification of the primary parties to the agreement - the company seeking referrals and the referral partner

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

3. Definitions: Key terms used throughout the agreement, including 'Qualified Referral', 'Referral Fee', 'Products/Services'

4. Appointment and Scope: Terms of appointment, territory/market coverage, and whether the appointment is exclusive or non-exclusive

5. Referral Partner Obligations: Core responsibilities of the referral partner, including lead qualification, reporting, and compliance with laws

6. Company Obligations: Responsibilities of the company, including support, training, and handling of referred customers

7. Referral Process: Detailed process for submitting and tracking referrals, qualification criteria

8. Compensation: Referral fee structure, payment terms, and conditions for fee eligibility

9. Intellectual Property: Usage rights for trademarks, logos, and marketing materials

10. Confidentiality: Protection of confidential information exchanged during the referral relationship

11. Data Protection: GDPR compliance and data handling requirements

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

13. Post-Termination: Obligations and rights after agreement ends, including treatment of pending referrals

14. General Provisions: Standard legal clauses including governing law, notices, and entire agreement

Optional Sections

1. Training and Support: Detailed provisions for partner training and ongoing support, relevant for complex products/services

2. Marketing and Promotion: Specific requirements for marketing activities, needed when partner will conduct active promotion

3. Service Levels: Performance metrics and standards, useful for high-volume referral relationships

4. Compliance Requirements: Additional compliance obligations, necessary for regulated industries

5. Non-Solicitation: Restrictions on soliciting employees or customers, important for protecting business interests

6. Insurance: Insurance requirements, relevant for high-risk industries or large-scale referral programs

7. Audit Rights: Right to audit referral records, important for complex compensation structures

8. Sub-Referral Partners: Terms for allowing/restricting use of sub-referral partners

Suggested Schedules

1. Referral Fee Schedule: Detailed breakdown of referral fee calculations, tiers, and special cases

2. Products and Services: List of products/services covered by the referral arrangement

3. Referral Qualification Criteria: Detailed criteria for qualifying referrals

4. Approved Marketing Materials: Templates and guidelines for marketing and promotional materials

5. Data Processing Agreement: Detailed GDPR-compliant data processing terms

6. Service Level Agreement: Detailed performance metrics and reporting requirements

7. Territory Description: Detailed description of geographical or market coverage

8. Contact Information: Key contacts and escalation procedures for both parties

Authors

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Relevant Industries
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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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Referral Partner Agreement

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