The Agency Referral Agreement is essential for businesses operating in Hong Kong's interconnected commercial environment where formal referral networks are crucial for growth and market expansion. This document is typically used when a business wishes to establish a structured relationship with individuals or entities capable of referring potential clients or business opportunities. The agreement addresses key aspects required under Hong Kong law, including detailed referral processes, compensation structures, and compliance with relevant ordinances such as data privacy and competition laws. It provides legal protection for both parties while ensuring clarity in the referral relationship. The document is particularly important in regulated industries where formal documentation of referral arrangements is mandatory, and it helps manage risks associated with third-party referrals while establishing clear performance expectations and payment terms.
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1. Parties: Identifies and defines the referring party (Agent) and the receiving party (Principal), including their full legal names and registered addresses
2. Background: Sets out the context of the agreement, including the nature of the Principal's business and the Agent's ability to refer potential customers or opportunities
3. Definitions: Defines key terms used throughout the agreement, including 'Referral', 'Qualified Lead', 'Referral Fee', etc.
4. Appointment and Scope: Defines the nature of the referral relationship, territory, and any exclusivity provisions
5. Referral Process: Details the specific process for making referrals, including required information and timeframes
6. Referral Fees and Payment Terms: Specifies the fee structure, calculation method, payment timing, and any conditions for fee eligibility
7. Obligations of the Agent: Sets out the Agent's duties, including quality of referrals, compliance with laws, and ethical standards
8. Obligations of the Principal: Defines the Principal's responsibilities in handling referrals and maintaining service standards
9. Confidentiality: Addresses the protection of confidential information exchanged during the referral process
10. Data Protection: Ensures compliance with privacy laws and establishes data handling protocols
11. Term and Termination: Specifies the duration of the agreement and circumstances for termination
12. General Provisions: Contains standard boilerplate clauses including governing law, notices, and entire agreement
1. Non-Compete: Restricts the Agent from referring to competitors, used when exclusivity is important to the Principal
2. Marketing and Branding: Includes when the Agent needs rights to use the Principal's brand materials for referral activities
3. Training and Support: Details any training or support provided by the Principal to the Agent, relevant for complex products/services
4. Audit Rights: Grants the Principal rights to audit the Agent's referral activities, important for regulated industries
5. Insurance Requirements: Specifies required insurance coverage, particularly relevant in high-risk industries
6. Dispute Resolution: Details specific dispute resolution procedures, important for international arrangements
7. Force Majeure: Addresses unforeseeable circumstances preventing performance, particularly relevant in uncertain markets
8. Compliance with Industry Regulations: Added for regulated industries like financial services or healthcare
1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fee calculations, tiers, and special rates
2. Schedule 2 - Referral Process Flow: Step-by-step process flow including timeframes and required documentation
3. Schedule 3 - Required Referral Information: Template or list of mandatory information needed for each referral
4. Schedule 4 - Approved Marketing Materials: List or copies of approved marketing materials and usage guidelines
5. Schedule 5 - Service Level Agreement: Performance metrics and response times for handling referrals
6. Appendix A - Data Protection Requirements: Detailed data handling and protection protocols
7. Appendix B - Compliance Checklist: Regulatory and compliance requirements checklist
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Professional Services
Real Estate
Insurance
Technology
Healthcare
Education
Management Consulting
Legal Services
Recruitment
Banking
Wealth Management
E-commerce
Digital Marketing
Relevant Teams
Legal
Compliance
Business Development
Sales
Marketing
Operations
Risk Management
Commercial
Partner Relations
Contract Management
Corporate Development
Relevant Roles
Business Development Manager
Legal Counsel
Compliance Officer
Sales Director
Partnership Manager
Channel Manager
Chief Commercial Officer
Marketing Director
Business Operations Manager
Relationship Manager
Chief Executive Officer
Head of Sales
Legal Director
Risk Manager
Commercial Director
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