The Referral Agent Agreement is essential for businesses operating in the Philippines who wish to expand their reach through third-party referral partners. This document is commonly used when a company (the principal) wants to formally engage individuals or businesses to refer potential customers or business opportunities in exchange for commissions or fees. The agreement must comply with Philippine law, particularly the Civil Code's provisions on agency relationships, the Data Privacy Act for handling customer information, and relevant industry-specific regulations. It typically includes detailed sections on commission structures, service scope, territorial rights, and compliance requirements. This type of agreement is particularly important in regulated industries where formal documentation of referral relationships is required for transparency and regulatory compliance.
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1. Parties: Identifies and provides full details of the Principal and the Referral Agent
2. Background: Explains the context of the agreement and the parties' intentions
3. Definitions: Defines key terms used throughout the agreement
4. Appointment and Scope: Establishes the appointment of the agent and defines the scope of referral services
5. Agent's Obligations: Details the responsibilities and duties of the Referral Agent
6. Principal's Obligations: Outlines the responsibilities and commitments of the Principal
7. Compensation: Specifies referral fees, commission structures, and payment terms
8. Term and Termination: Defines the duration of the agreement and conditions for termination
9. Confidentiality: Addresses the handling of confidential information and trade secrets
10. Data Privacy and Protection: Ensures compliance with Philippine Data Privacy Act requirements
11. Non-Solicitation: Prevents the agent from soliciting the principal's direct clients or employees
12. Compliance with Laws: Ensures adherence to relevant Philippine laws and regulations
13. General Provisions: Includes standard clauses such as notices, amendments, and governing law
1. Exclusivity: Used when the agent is granted exclusive rights in specific territories or for specific products
2. Performance Targets: Included when specific referral targets or KPIs are required
3. Training and Support: Added when the principal provides specific training or support services
4. Insurance Requirements: Included when the agent needs to maintain specific insurance coverage
5. Intellectual Property: Used when the agent needs rights to use the principal's branding or IP
6. Anti-Corruption: Added for agreements involving government contracts or high-risk sectors
7. Sub-Agents: Included when the agent is permitted to appoint sub-agents
8. Marketing Guidelines: Used when the agent will conduct marketing activities
1. Commission Structure: Detailed breakdown of commission rates and calculation methods
2. Referral Products/Services: List of products or services covered by the referral arrangement
3. Territory Definition: Specification of geographical areas or market segments covered
4. Reporting Templates: Standard forms for referral tracking and commission calculations
5. Service Level Requirements: Detailed performance standards and response time requirements
6. Approved Marketing Materials: Templates and guidelines for marketing communications
7. Data Processing Requirements: Specific procedures for handling customer data in compliance with privacy laws
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Insurance
Real Estate
Technology
Professional Services
Healthcare
Education
Telecommunications
Consulting
Banking
Retail
E-commerce
Relevant Teams
Legal
Business Development
Sales
Compliance
Partner Relations
Commercial
Revenue Operations
Contract Administration
Partner Success
Channel Sales
Relevant Roles
Business Development Manager
Sales Director
Channel Partner Manager
Legal Counsel
Compliance Officer
Partner Relations Manager
Chief Revenue Officer
Sales Operations Manager
Account Executive
Partnership Director
Commercial Director
Agent Relations Manager
Business Development Representative
Channel Sales Manager
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