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Consulting Referral Fee Agreement
"I need a basic Consulting Referral Fee Agreement for my IT consulting firm in Lahore, Pakistan, with a standard 10% commission structure for all successful referrals and monthly payment terms."
1. Parties: Identification of the referrer and the consulting firm/consultant, including full legal names, addresses, and registration details
2. Background: Context of the agreement, explaining the consulting services offered and the referrer's role
3. Definitions: Key terms used in the agreement, including 'Referral', 'Successful Referral', 'Referral Fee', 'Client', etc.
4. Appointment and Scope: Defines the non-exclusive nature of the referral relationship and the scope of referral services
5. Referral Process: Details of how referrals should be made, documented, and tracked
6. Qualification of Referrals: Criteria for what constitutes a valid referral and when a referral is deemed successful
7. Referral Fees and Payment Terms: Structure of referral fees, calculation method, payment timing, and payment procedures
8. Tax and Deductions: Handling of tax obligations and any statutory deductions
9. Obligations of the Parties: Responsibilities and commitments of both the referrer and the consulting firm
10. Term and Termination: Duration of the agreement and circumstances for termination
11. Confidentiality: Protection of confidential information shared during the referral process
12. Representations and Warranties: Standard warranties about capacity to contract and compliance with laws
13. General Provisions: Standard legal clauses including notices, amendments, governing law, etc.
1. Non-Compete: Restrictions on referrer's ability to refer to competitors, used when protecting market position is crucial
2. Intellectual Property: Protection of trademarks and marketing materials, needed when referrer will use consultant's branded materials
3. Marketing and Promotion: Guidelines for how the referrer can market the consultant's services, included when referrer will actively promote services
4. Dispute Resolution: Specific procedures for handling disputes, important for high-value referral arrangements
5. Force Majeure: Provisions for unforeseeable circumstances, relevant in long-term referral arrangements
6. Anti-Corruption Compliance: Detailed anti-corruption provisions, necessary when dealing with government or regulated sectors
7. Data Protection: Specific data handling requirements, needed when referral involves sharing personal data
1. Schedule 1 - Fee Structure: Detailed breakdown of referral fee calculations, tiers, and any bonus structures
2. Schedule 2 - Referral Process Flow: Step-by-step process for making and tracking referrals
3. Schedule 3 - Approved Marketing Materials: List of approved materials and guidelines for their use
4. Appendix A - Referral Report Template: Standard format for documenting and submitting referrals
5. Appendix B - Payment Request Form: Template for claiming referral fees
6. Appendix C - Compliance Checklist: Checklist ensuring referrals meet all legal and regulatory requirements
Authors
Professional Services
Management Consulting
Information Technology
Financial Services
Business Advisory
Human Resources
Corporate Training
Legal Services
Healthcare Consulting
Engineering Consulting
Education and Training
Real Estate Advisory
Business Development
Sales
Legal
Compliance
Finance
Partner Relations
Professional Services
Strategy
Operations
Contract Administration
Business Development Manager
Consulting Partner
Managing Director
Sales Director
Professional Services Director
Channel Partner Manager
Strategic Alliance Manager
Chief Executive Officer
Business Development Representative
Relationship Manager
Partner Development Manager
Legal Counsel
Compliance Officer
Finance Director
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