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Agent Referral Agreement
"I need an Agent Referral Agreement for my technology consulting firm based in Kuala Lumpur, where agents will refer corporate clients for our cybersecurity services, with a tiered commission structure starting March 2025."
1. Parties: Identification and details of the Principal and the Agent
2. Background: Context of the agreement and brief description of the business relationship
3. Definitions: Key terms used throughout the agreement
4. Appointment and Scope: Terms of agent appointment and scope of referral services
5. Agent's Obligations: Detailed responsibilities and duties of the agent
6. Principal's Obligations: Responsibilities and commitments of the principal
7. Commission Structure: Details of commission rates, calculation methods, and payment terms
8. Referral Process: Step-by-step process for making and tracking referrals
9. Confidentiality: Protection of confidential information and trade secrets
10. Intellectual Property: Protection and usage of trademarks, logos, and other IP
11. Term and Termination: Duration of agreement and termination provisions
12. General Provisions: Standard legal clauses including governing law, notices, and amendments
1. Non-Compete: Restrictions on agent's competing activities, optional based on business needs
2. Marketing and Branding: Guidelines for marketing activities and brand usage, if agent is permitted to market
3. Training and Support: Details of training and support provided by principal, if applicable
4. Performance Targets: Specific performance metrics and consequences, if required
5. Territory Restrictions: Geographic or market limitations on agent's activities, if any
6. Data Protection: Specific PDPA compliance requirements, if handling personal data
7. Insurance: Insurance requirements for agent, if needed for specific industries
8. Audit Rights: Principal's rights to audit agent's activities, if required
1. Commission Schedule: Detailed breakdown of commission rates and calculation methods
2. Referral Process Flowchart: Visual representation of the referral process
3. Approved Marketing Materials: List or samples of approved marketing materials and guidelines
4. Service Level Agreement: Specific performance metrics and service standards
5. Territory Map: Definition of geographical territory if applicable
6. Reporting Templates: Standard forms for referral tracking and reporting
7. Contact Details: Key contact persons and escalation matrix
Authors
Financial Services
Real Estate
Insurance
Technology
Professional Services
Education
Healthcare
Telecommunications
Manufacturing
Retail
Consulting
Tourism
Legal
Business Development
Sales
Compliance
Commercial
Partner Relations
Operations
Finance
Risk Management
Contract Administration
Business Development Manager
Sales Director
Channel Partner Manager
Legal Counsel
Compliance Officer
Commercial Director
Partnership Manager
Chief Revenue Officer
Sales Operations Manager
Account Executive
Business Owner
Managing Director
Contract Administrator
Agency Relations Manager
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