[{"data":1,"prerenderedAt":514},["ShallowReactive",2],{"document-referral-fee-agreement-D12730":3},{"document":4,"label":23,"preview":11,"thumb":24,"thumb600":25,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":26,"breadcrumb":30,"related":36,"customDescModule":177,"customdescription":6,"mdFm":178,"mdProseHtml":513},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":15},"REFERRAL FEE AGREEMENT This Referral Fee Agreement (\"Agreement\") is made and effective this [DATE], BETWEEN: [REFERRER NAME] (the \"Referrer\"), an individual or a corporation with his main address at: [COMPLETE ADDRESS] AND: [COMPANY NAME] (the \"Company\"), a corporation organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, A. Company is in the business of [SPECIFY], B. Company desires to obtain certain introductory services described hereunder from the Referrer, C. Company agrees to engage the Referrer as an independent contractor to perform such Services and the Referrer hereby agrees to provide such services to the Company NOW THEREFORE, in consideration of the mutual covenants and agreements herein contained, the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as follows: APPOINTMENT The Company hereby appoints the Referrer to act as its sole and exclusive Referrer, for the purpose of providing the following Services [SPECIFY] to the Company: The Referrer shall provide the Services in accordance with the specifications and expectations established by the Company and the Referrer shall at all times observe and comply with all applicable federal and state or other laws and regulations. Referrer also undertakes to observe the highest professional standards in the performance of all services to be provided under this contract. INDEPENDENT CONTRACTOR The Referrer fully understands and accepts that he or she will perform his or her work as an independent contractor at his or her own expense and risk in order to obtain information on [SPECIFY] and submit it to the Company as a sales opportunity. DUTIES OF REFERRER Throughout the term of this Agreement, the Referrer shall make reasonable efforts to endorse and promote [COMPANY NAME] and its services. It may also refer and transmit potential customers (including, but not limited to, business acquaintances, customers and associates) for the [COMPANY NAME]'s Services. The Referrer will respect and comply with all current practices and procedures regarding the referral of clients to the Services. The Referrer may only claim compensation hereunder for customers with whom Referrer has had direct personal contact and to whom Referrer has directly approved and recommended the Services. Throughout the term of this Agreement, the Referrer undertakes not to recommend potential customers to any person or entity that offers products and services that are in competition with those offered by [COMPANY NAME]. If applicable, throughout the term of this Agreement, the Referrer undertakes to display all promotional items and relevant documentation related to [COMPANY NAME] products or services. COMPENSATION Under the terms of this agreement, the Company will pay the Referrer an intermediation fee for its services. This amount will be in the amount of [SPECIFY]. The above intermediation fees will be due in full by the Company, as from the moment of execution of the contract, i.e. the moment when the Company executes the terms of the contract with the Client introduced by the Referrer. Payment of this commission will be made no later than [SPECIFY] the day of the month following receipt of the invoice for fees related to the Services. PAYMENT CONDITIONS The referred customer is not a current customer of [COMPANY NAME] or a customer whom [COMPANY NAME] contacted before the date of the recommendation and to whom [COMPANY NAME] has undertaken sales and marketing efforts. Referral customers will not be considered accepted by the Company, and the Company will have no obligation to pay hereunder, unless an accepted contract is signed, or the service has been provided by one of the referrals. CONFIDENTIALITY In the course of performing the Services below, the Referrer may have access to certain confidential or proprietary information of the Company. ",null,"Referral Fee Agreement","4",513,"doc","https://templates.business-in-a-box.com/imgs/1000px/referral-fee-agreement-D12730.png","https://templates.business-in-a-box.com/imgs/250px/12730.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12730.xml",{"title":15,"description":6},"referral fee agreement",[17,20],{"label":18,"url":19},"Legal Agreements","/templates/business-legal-agreements/",{"label":21,"url":22},"Purchase & Sale Agreements","/templates/purchase-sale-agreement/","Referral Fee Agreement Template","https://templates.business-in-a-box.com/imgs/400px/12730.png","https://templates.business-in-a-box.com/imgs/600px/12730.png",[27,17,20],{"label":28,"url":29},"Templates","/templates/",[31,32,33],{"label":28,"url":29},{"label":18,"url":19},{"label":34,"url":35},"Distribution & Channel","/templates/distribution-and-channel/",[37,41,45,49,53,57,61,65,69,73,77,81,85,100,118,133,147,162],{"label":38,"url":39,"thumb":40,"extension":10},"Referral Agreement","/template/referral-agreement-D13279","https://templates.business-in-a-box.com/imgs/250px/13279.png",{"label":42,"url":43,"thumb":44,"extension":10},"Finder's Fee Agreement","/template/finder-s-fee-agreement-D12699","https://templates.business-in-a-box.com/imgs/250px/12699.png",{"label":46,"url":47,"thumb":48,"extension":10},"Commission Referral Agreement","/template/commission-referral-agreement-D13926","https://templates.business-in-a-box.com/imgs/250px/13926.png",{"label":50,"url":51,"thumb":52,"extension":10},"Employee Referral Program Policy","/template/employee-referral-program-policy-D13676","https://templates.business-in-a-box.com/imgs/250px/13676.png",{"label":54,"url":55,"thumb":56,"extension":10},"Notice of Late Fee Owed","/template/notice-of-late-fee-owed-D1186","https://templates.business-in-a-box.com/imgs/250px/1186.png",{"label":58,"url":59,"thumb":60,"extension":10},"Reply and Referral to Distributor","/template/reply-and-referral-to-distributor-D1331","https://templates.business-in-a-box.com/imgs/250px/1331.png",{"label":62,"url":63,"thumb":64,"extension":10},"Thank You for Customer Referral","/template/thank-you-for-customer-referral-D1310","https://templates.business-in-a-box.com/imgs/250px/1310.png",{"label":66,"url":67,"thumb":68,"extension":10},"Employee Referral Form","/template/employee-referral-form-D13675","https://templates.business-in-a-box.com/imgs/250px/13675.png",{"label":70,"url":71,"thumb":72,"extension":10},"Notice of NSF Check Charge and Late Fee Owed","/template/notice-of-nsf-check-charge-and-late-fee-owed-D1187","https://templates.business-in-a-box.com/imgs/250px/1187.png",{"label":74,"url":75,"thumb":76,"extension":10},"Advertising Sales Representation Agreement","/template/advertising-sales-representation-agreement-D5214","https://templates.business-in-a-box.com/imgs/250px/5214.png",{"label":78,"url":79,"thumb":80,"extension":10},"Exclusive Sales Agreement","/template/exclusive-sales-agreement-D12810","https://templates.business-in-a-box.com/imgs/250px/12810.png",{"label":82,"url":83,"thumb":84,"extension":10},"Sales Agency Agreement","/template/sales-agency-agreement-D1254","https://templates.business-in-a-box.com/imgs/250px/1254.png",{"description":86,"descriptionCustom":6,"label":87,"pages":88,"size":9,"extension":10,"preview":89,"thumb":90,"svgFrame":91,"seoMetadata":92,"parents":94,"keywords":98,"url":99},"TEAMING AGREEMENT This Teaming Agreement (\"Agreement\") is made and effective the [DATE], BETWEEN: [COMPANY NAME] (the \"Prime Contractor\"), a corporation organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [COMPANY NAME] (the \"Subcontractor\"), a corporation organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, the Prime Contractor and the Subcontractor (hereinafter referred to as \"the Parties\"), wish to establish a Team Agreement in the form of a Prime/Subcontractor relationship whereby [COMPANY NAME] will act as the Prime Contractor on behalf of the team, and [COMPANY NAME] will act as Subcontractor within the team; and WHEREAS, the Parties because of their diverse expertise, have determined that they would benefit from a Team Agreement to respond to the competitive bid solicitation and develop the best technical and management approaches that fully meet government requirements; and WHEREAS, the Prime Contractor intends to submit a proposal to [GOVERNMENT ENTITY], hereinafter referred to as the \"Government,\" in response to a competitive Request for Proposal (RFP) Number [SPECIFY] entitled [SPECIFY], for the establishment of a [SPECIFY] (hereinafter referred to as the \"Program\"); and WHEREAS, the \"Parties\" will work together for the purpose of preparing and submitting a response (\"Proposal\") to the RFP for [ENTER RFP INFORMATION] to be issued by [GOVERNMENT ENTITY] (the \"Customer\") for the purpose of [SPECIFY] (the \"Program\"). NOW, THEREFORE, in consideration of the mutual promises set forth, Prime Contractor and Subcontractor agree as follows: IdeNTIFICATION OF PARTIES It is understood that in proposals submitted for the Solicitation, the Prime Contractor shall, identify the Subcontractor as a team member, and describe the relationship and respective areas of responsibility of the Parties as defined in this Agreement. SCOPE OF AGREEMENT This Teaming Agreement shall relate only to the Solicitation, and nothing herein shall be deemed to: Confer any right or impose any obligation or restriction on either Party with respect to any other program effort or marketing activity at any time undertaken by either Party which does not pertain to the Solicitation; or Preclude either Party from independently soliciting or accepting any prime contract or subcontract not resulting from the Solicitation; or Limit the rights of either Party to independently promote, market, sell, lease, license, or otherwise dispose of its standard products or services apart from the Solicitation. PROPOSAL ACTIVITIES Prime Contractor will prepare and submit the Proposal, which incorporates a supporting contribution from Subcontractor responsive to the requirements of the Solicitation. The Prime Contractor will be the point of contact to the Customer and will own the overall customer relationship and satisfaction. The Prime Contractor shall have sole discretion in regard to pricing the Proposal to the Customer. The Proposal will be prepared by the Prime Contractor who will designate a representative and will act as the leader for the Proposal. The Subcontractor agrees to provide the necessary liaison effort to draft and write the portion of the Proposal that describes the Subcontractor's specific area of responsibility and furnish the Prime Contractor with all the information necessary to submit the most responsive Proposal practicable, in accordance with the schedule set by the Prime Contractor. To the extent required and requested by the Prime Contractor, the Subcontractor will support and participate in reviews, presentations, briefings, or other communications necessary to support the Proposal effort. Subcontractor shall prepare and provide to Prime Contractor a proposal (\"Subcontract Proposal\") for inclusion in the Proposal. Each Party agrees to use its best efforts to cause a Prime Contract to be awarded to the Prime Contractor as a consequence of the Proposal. Subcontractor agrees to provide to the Prime Contractor Proposal, development support as outlined herein and further agrees that it will not support or otherwise participate in the development of a proposal of any other offeror with respect to the Solicitation. Prime Contractor agrees not to use any other Subcontractor for the work. Each Party shall bear all expenses which it incurs in connection with the Proposal and Subcontract Proposal, any negotiations which may follow, and all other efforts under this Teaming Agreement. Neither Party shall have any right to reimbursement or compensation of any kind from the other in connection with this Teaming Agreement and the activities pursued there under. PRIME CONTRACTOR RESPONSIBILITIES The Prime Contractor shall: In a timely manner, furnish to the Subcontractor the Solicitation and any amendments thereto issued by the Government. In a timely manner, keep Subcontractor fully informed of significant events, deadlines, and milestones regarding the Solicitation. Prepare and submit to the Government, all proposals and other submissions required or requested by the Government, Shall identify the Subcontractor as a principal subcontractor to the Prime Contractor and shall make the final determination regarding the form and content of the proposal, including, without limitation: the cost or pricing proposal or information related to prices submitted to the Government, subject only to the limitation that the Prime Contractor shall not reduce the price proposed by the Subcontractor for the Subcontractor's proposed contract work without the prior approval of the Subcontractor; and the content of the technical, business management, or other proposals submitted to the Government. Maintain responsibility for all contacts and communications with the Government and for all decisions relating to the competitive response to the Solicitation, provided however, that the Prime Contractor shall not unreasonably exclude the Subcontractor from participating in Government communications regarding the Solicitation. Upon award to the Prime Contractor of any contract resulting from the Solicitation, it must award to the Subcontractor a subcontract for the performance of such share of the contract work as is called for under this Teaming Agreement, provided however share of the contract work as is called for under this Teaming Agreement, provided however: that such proposed subcontract shall be subject to the approval of the Government; that such proposed subcontract shall be negotiated in good faith by the Parties and shall incorporate the terms of this Teaming Agreement by reference; that such proposed subcontract shall include all clauses required by law, regulation; that such proposed subcontract shall not include any provision authorizing the termination in whole or in part of the contract work to be performed by the Subcontractor; The Prime Contractor expressly warrants, covenants and agrees that all of its officers, employees, representatives, agents and consultants who personally and substantially participate in the bidding process are aware of the requirements of the federal Procurement Integrity Act, 41 U.S.C. § 423, and that they must immediately report any information regarding a possible violation or violation of that Act. SUBCONTRACTOR RESPONSIBILITIES The subcontractor must: In a timely manner, respond to all prime contractor requests for all data and information, including, but not limited to, proprietary information and any other specifications, designs, process information, cost or price information, or price information required by the prime contractor to obtain the contract proposed in the bid solicitation.","Teaming Agreement","8","https://templates.business-in-a-box.com/imgs/1000px/teaming-agreement-D12705.png","https://templates.business-in-a-box.com/imgs/250px/12705.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12705.xml",{"title":93,"description":6},"teaming agreement",[95,97],{"label":18,"url":96},"business-legal-agreements",{"label":18,"url":96},"affiliate agreement","/template/affiliate-agreement-D12705",{"description":101,"descriptionCustom":6,"label":102,"pages":8,"size":103,"extension":10,"preview":104,"thumb":105,"svgFrame":106,"seoMetadata":107,"parents":108,"keywords":116,"url":117},"COMMISSION SALES AGREEMENT This Commission Sales Agreement (\"Agreement\") is made and effective this [Date], BETWEEN: [COMMISSION AGENT NAME] (the \"Agent\"), an individual with his main address at: [COMPLETE ADDRESS] AND: [PRINCIPAL NAME] (the \"Principal\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] Whereas the Principal wishes to market the product(s) described in Schedule A (the \"Product(s)\"); whereas Agent is prepared to sell the Product(s) on behalf of the Principal in return for a commission; It is agreed as follows: SELLING RIGHTS The Principal grants the Agent an exclusive right to sell the Product(s) on behalf of the Principal within the territory described in Schedule B for a period of [PERIOD] commencing [DATE] (the \"Selling Rights\"). The Agent may not sell or attempt to sell the Product(s) outside of the territory described in Schedule B. The Agent shall use his best efforts to sell the Product(s) for the duration of the Selling Rights. At the request from time to time of the Principal, the Agent shall furnish the Principal with a reasonably detailed, written report on his efforts to sell the Product(s) in the period specified by the Principal. The Agent shall clearly identify himself as a duly authorized sales agent of the Principal in the course of his efforts to sell the Product(s) on behalf of the Principal and may not sell the Product(s) in his own name. PRODUCT PRICES The Principal shall fix the selling price(s) of the Product(s) and the Agent may only sell the Product(s) at the selling price(s) fixed by the Principal. ORDERS The Agent shall obtain written orders for the Product(s) from buyers, signed by or on behalf of the buyers, and remit the orders to the Principal. The Principal shall use its best efforts to fill orders duly remitted by the Agent in accordance with this agreement as expeditiously as possible. COMMISSION The Principal shall pay the Agent a commission of [NUMBER]% of the selling price, exclusive of any sales taxes, of each order or part of each order of Product(s) duly remitted by the Agent in accordance with this agreement which is paid for in full, inclusive of any sales taxes, and which is not subsequently returned for a refund. The Principal may accept the return of Product(s) for a refund or partial refund in its sole discretion. The Agent is not entitled to any compensation for services performed or expenses incurred in connection with this agreement other than as set out in this agreement. TRAINING At the request of the Agent, the Principal shall train the Agent in the proper use of the Product(s). ","Commission Sales Agreement",47,"https://templates.business-in-a-box.com/imgs/1000px/commission-sales-agreement-D532.png","https://templates.business-in-a-box.com/imgs/250px/532.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#532.xml",{"title":6,"description":6},[109,112,115],{"label":110,"url":111},"Human Resources","human-resources",{"label":113,"url":114},"Hire an Employee","hire-employee",{"label":18,"url":96},"commission sales agreement","/template/commission-sales-agreement-D532",{"description":119,"descriptionCustom":6,"label":120,"pages":121,"size":122,"extension":10,"preview":123,"thumb":124,"svgFrame":125,"seoMetadata":126,"parents":127,"keywords":131,"url":132},"SALES REPRESENTATIVE AGREEMENT This Sales Representative Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Company\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [SALES REPRESENTATIVE NAME] (the \"Sales Representative\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] Sales Representative agrees to: Represent and sell the Company's products/services in the geographic area known as [Area name]. Accurately represent and state Company policies to all potential and present customers. Promptly mail in all leads and orders to the Company. Inform the sales manager of all problems concerning Company customers within the sales territory. Inform the sales manager if the Sales Representative is representing, or plans to represent any other business firm. In no event shall sales representative represent a competitive company or product line either within or outside the designated sales area. Telephone the Company with reasonable frequency to discuss sales activity within the territory. Provide company [NUMBER]-days' notice should the Representative intend to terminate this Agreement. ","Sales Representative Agreement","2",36,"https://templates.business-in-a-box.com/imgs/1000px/sales-representative-agreement-D556.png","https://templates.business-in-a-box.com/imgs/250px/556.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#556.xml",{"title":6,"description":6},[128,129,130],{"label":110,"url":111},{"label":113,"url":114},{"label":18,"url":96},"sales representative agreement","/template/sales-representative-agreement-D556",{"description":134,"descriptionCustom":6,"label":135,"pages":136,"size":137,"extension":10,"preview":138,"thumb":139,"svgFrame":140,"seoMetadata":141,"parents":142,"keywords":145,"url":146},"JOINT VENTURE AGREEMENT This Joint Venture Agreement (the \"Agreement\") is effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"First Joint Venturer\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [SECOND JOINT VENTURER NAME] (the \"Second Joint Venturer\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] This Agreement is entered by First Joint Venturer and Second Joint Venturer, herein after collectively referred to as the \"Joint Venturers\", for the purpose of performing: [DESCRIBE JOINT VENTURE]. WITNESSETH: WHEREAS, the parties are desirous of forming a Joint Venture (the \"Venture\"), under the laws of the [State/Province] of [STATE/PROVINCE] by execution of this Agreement for the purposes set forth herein and are desirous of fixing and defining between themselves their respective responsibilities, interests, and liabilities in connection with the performance of the before mentioned project; and NOW, THEREFORE, in consideration of the mutual covenants and promises herein contained, the Parties herein agree to constitute themselves as Joint Venturers, henceforth, \"Venturers\" for the purposes before mentioned, and intending to be legally bound hereby, the parties hereto, after first being duly sworn, do covenant, agree and certify as follows: DEFINITIONS \"Affiliate\" shall refer to (i) any person directly or indirectly controlling, controlled by or under common control with another person, (ii) any person owning or controlling 10% or more of the outstanding voting securities of such other person, (iii) any officer, director or other partner of such person and (iv) if such other person is an officer, director, joint Venturer or partner, any business or entity for which such person acts in any such capacity. \"Venturers\" shall refer to [VENTURE NAME] Inc., and any successor(s) as may be designated and admitted to the Venture. \"Internal Revenue Code\", \"Code\" or \"I.R.C.\" shall refer to the current and applicable Internal Revenue Code. \"Net Profits and Net Losses\" means the taxable income and loss of the Venture, except as follows: [DESCRIBE] The \"Book\" value of an asset shall be substituted for its adjusted tax basis if the two differ, but otherwise Net Profits and Net Losses shall be determined in accordance with federal income tax principles. \"Project\" shall refer to that certain [DESCRIBE] project known as [NAME]. \"Treasury Regulations\" shall refer to those regulations promulgated by the Department of the Treasury with respect to certain provision of Internal Revenue Code. \"Percentage of Participation\" shall refer to that figure set forth in Exhibit A. FORMATION, NAME, AND PRINCIPLE PLACE OF BUSINESS Formation (a) The Venturers do hereby form a joint venture pursuant to the laws of the State of [STATE/PROVINCE] in order for the Venture to carry on the purposes for which provision is made herein. (b) The Ventures shall execute such certificates as may be required by the laws of the [State/Province] of [STATE/PROVINCE] or of any other state in order for the Venture to operate its business and shall do all other acts and things requisite for the continuation of the Venture as a joint venture pursuant to applicable law. Name The Name and style under which the Venture shall be conducted is: [DESCRIBE]. Principal place of business The Venture shall maintain its principal place of business at [FULL ADDRESS]. The Venture may re-locate its office from time to time or have additional offices as the Venturers may determine. PURPOSE OF THE JOINT VENTURE The business of the Venture shall be to perform: [DESCRIBE], a project having the Contract # , being entitled, and being in a dollar amount of [AMOUNT], in accordance with the contract documents for the Project and all such other business incidental to the general purposes herein set forth. TERM The term of the Venture shall commence as of the date hereof and shall be terminated and dissolved upon the earliest to occur of: (i) completion of the Project and receipt of all sums due the Venture by the Owner, [OWNER NAME] pursuant thereto and payment of all laborers and material men employed by the Venture in connection with the project; (ii) [DATE]; (iii) the unanimous agreement of the Ventures; or (iv) the order of a court of competent jurisdiction. PERCENTAGE OF PARTICIPATION Description Except as otherwise provided in sections 6.0 and 9.0 hereof, the interest of the Parties in any gross profits and their respective shares in any losses and/or liabilities that may result from the filing of a joint bid and/or the performance of the Construction Contract, and their interests in all property and equipment acquired and all money received in connection with the performance of the Contract shall be as follows: [Name Joint Venture Partner Percentage] Losses The Parties agree that in the event any losses arise out of or results from the performance of the Project, each Venturer shall assume and pay the share of the losses that is equal to the percentage of participation. Liabilities If for any reason, a Venturer sustains any liabilities or is required to pay any losses arising out of or directly connected with the Project, or the execution of any surety bonds or indemnity agreements in connection therewith, which are in excess of its Percentage of Participation, in the Joint Venture, the other Venturer shall promptly reimburse such Venturer this excess, so that each and every member of the Joint Venturer will then have paid its proportionate share of such losses to the full extent of its Percentage of Participation. Indemnities The Venturers agree to indemnify each other and to hold the other harmless from, any and all losses of the Joint Venture that are in excess of such other Venturer's Percentage of Participation. Provided that the provisions of this subsection shall be limited to losses that are directly connected with or arise out of the performance of the Project and/or the execution of any bonds or indemnity agreements in connection therewith and shall not be relate to or include any incidental, indirect or consequential losses that may be sustained or suffered by a Party. Duration The Parties shall from time to time execute such bonds and indemnity agreements, including applications there and other documents that may be necessary in connection with the performance of the Project. Provided however, that the liability of each of the Parties under any agreements to indemnify a surety company or surety companies shall be limited to the percentage of the total liability assumed by all the Parties under such indemnity agreements that is equal to the Party's Percentage of Participation. Initial contribution of the venture (a) The Venturers shall contribute the Property to the Venture and their Capital Account shall each be credited with the appropriate value of such contribution in accordance with their Venture interests. (b) Except as otherwise required by law or this Agreement, the Venturers shall not be required to make any further capital contributions to the Venture. Venture interests Upon execution of this Agreement, the Venturers shall each own the following interests in the Venture: Joint Venture Partner Percentage Return of capital contributions (a) No Venturer shall have the right to withdraw his capital contributions or demand or receive the return of his capital contributions or any part thereof, except as otherwise provided in this Agreement. (b) The Venturers shall not be personally liable for the return of capital contributions or any part thereof, except as otherwise provided in this Agreement. (c) The Venture shall not pay interest on capital contributions of any Venturer.","Joint Venture Agreement","7",70,"https://templates.business-in-a-box.com/imgs/1000px/joint-venture-agreement-D889.png","https://templates.business-in-a-box.com/imgs/250px/889.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#889.xml",{"title":6,"description":6},[143,144],{"label":18,"url":96},{"label":18,"url":96},"joint venture agreement","/template/joint-venture-agreement-D889",{"description":148,"descriptionCustom":6,"label":149,"pages":150,"size":9,"extension":10,"preview":151,"thumb":152,"svgFrame":153,"seoMetadata":154,"parents":156,"keywords":155,"url":161},"NON-DISCLOSURE AGREEMENT (NDA) This Non-Disclosure Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Disclosing Party\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RECEIVING PARTY NAME] (the \"Receiving Party\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, Receiving Party has been or will be engaged in the performance of work on [DESCRIBE]; and in connection therewith will be given access to certain confidential and proprietary information; and WHEREAS, Receiving Party and Disclosing Party wish to evidence by this Agreement the manner in which said confidential and proprietary material will be treated. NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. DISCLAIMER","Non Disclosure Agreement Nda","3","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":155,"description":6},"non disclosure agreement nda",[157,158],{"label":18,"url":96},{"label":159,"url":160},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"description":163,"descriptionCustom":6,"label":164,"pages":165,"size":166,"extension":10,"preview":167,"thumb":168,"svgFrame":169,"seoMetadata":170,"parents":171,"keywords":175,"url":176},"INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (\"Agreement\") is made and effective [Date], BETWEEN: [INDEPENDENT CONTRACTOR NAME] (the \"Independent Contractor\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS Independent Contractor is engaged in providing [Describe] business services, its Employer Tax I.D. Number is [Insert], and its Business License Number is [insert]. Independent Contractor has complied with all Federal, State, and local laws regarding business permits, sales permits, licenses, reporting requirements, tax withholding requirements, and other legal requirements of any kind that may be required to carry out said business and the Scope of Work which is to be performed as an Independent Contractor pursuant to this Agreement. Independent Contractor is or remains open to conducting similar tasks or activities for clients other than the Company and holds themselves out to the public to be a separate business entity. Company desires to engage and contract for the services of the Independent Contractor to perform certain tasks as set forth below. Independent Contractor desires to enter into this Agreement and perform as an independent contractor for the company and is willing to do so on the terms and conditions set forth below. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and conditions contained in this Agreement, the Parties agree as follows: TERMS This Agreement shall be effective commencing [Date], and shall continue until terminated at the completion of the Scope of Work which shall occur no later than [Date] or by either party as otherwise provided herein. STATUS OF INDEPENDENT CONTRACTOR This Agreement does not constitute a hiring by either party. It is the parties intentions that Independent Contractor shall have an independent contractor status and not be an employee for any purposes, including, but not limited to, [laws]. Independent Contractor shall retain sole and absolute discretion in the manner and means of carrying out their activities and responsibilities under this Agreement. This Agreement shall not be considered or construed to be a partnership or joint venture, and the Company shall not be liable for any obligations incurred by Independent Contractor unless specifically authorized in writing. Independent Contractor shall not act as an agent of the Company, ostensibly or otherwise, nor bind the Company in any manner, unless specifically authorized to do so in writing. TASKS, DUTIES, AND SCOPE OF WORK Independent Contractor agrees to devote as much time, attention, and energy as necessary to complete or achieve the following: [Describe]. The above to be referred to in this Agreement as the \"Scope of Work\". It is expected that the Scope of Work will completed by [Date]. Independent Contractor shall additionally perform any and all tasks and duties associated with the Scope of Work set forth above, including but not limited to, work being performed already or related change orders. Independent Contractor shall not be entitled to engage in any activities which are not expressly set forth by this Agreement. The books and records related to the Scope of Work set forth in this Agreement shall be maintained by the Independent Contractor at the Independent Contractor's principal place of business and open to inspection by Company during regular working hours. Documents to which Company will be entitled to inspect include, but are not limited to, any and all contract documents, change orders/purchase orders and work authorized by Independent Contractor or Company on existing or potential projects related to this Agreement. Independent Contractor shall be responsible to the management and directors of Company, but Independent Contractor will not be required to follow or establish a regular or daily work schedule. Supply all necessary equipment, materials and supplies. Independent Contractor will not rely on the equipment or offices of Company for completion of tasks and duties set forth pursuant to this Agreement. Any advice given Independent Contractors regarding the scope of work shall be considered a suggestion only, not an instruction. Company retains the right to inspect, stop, or alter the work of Independent Contractor to assure its conformity with this Agreement. ASSURANCE OF SERVICES Independent Contractor will assure that the following individuals (the \"Key Employees\") will be available to perform, and will perform, the Services hereunder until they are completed (identify by title and name as applicable): [Name of Key Employee, Title] [Name of Key Employee, Title] The Key Employees may be changed only with the prior written approval of the Company, which approval shall not be unreasonably withheld. COMPENSATION Independent Contractor shall be entitled to compensation for performing those tasks and duties related to the Scope of Work as follows: [Describe] Such compensation shall become due and payable to Independent Contractor in the following time, place, and manner: [Describe] NOTICE CONCERNING WITHHOLDING OF TAXES Independent Contractor recognizes and understands that it will receive a [specify tax] statement and related tax statements, and will be required to file corporate and/or individual tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law. Independent Contractor hereby promises and agrees to indemnify the Company for any damages or expenses, including attorney's fees, and legal expenses, incurred by the Company as a result of independent contractor's failure to make such required payments. AGREEMENT TO WAIVE RIGHTS TO BENEFITS Independent Contractor hereby waives and foregoes the right to receive any benefits given by Company to its regular employees, including, but not limited to, health benefits, vacation and sick leave benefits, profit sharing plans, etc. This waiver is applicable to all non-salary benefits which might otherwise be found to accrue to the Independent Contractor by virtue of their services to Company, and is effective for the entire duration of Independent Contractor's agreement with Company. This waiver is effective independently of Independent Contractor's employment status as adjudged for taxation purposes or for any other purpose. Neither this Agreement, nor any duties or obligations under this Agreement may be assigned by either party without the consent of the other. TERMINATION This Agreement may be terminated prior to the completion or achievement of the Scope of Work by either party giving [number] days written notice. Such termination shall not prejudice any other remedy to which the terminating party may be entitled, either by law, in equity, or under this Agreement. NON-DISCLOSURE OF TRADE SECRETS, CUSTOMER LISTS AND OTHER PROPRIETARY INFORMATION Independent Contractor agrees not to disclose or communicate, in any manner, either during or after Independent Contractor's agreement with Company, information about Company, its operations, clientele, or any other information, that relate to the business of Company including, but not limited to, the names of its customers, its marketing strategies, operations, or any other information of any kind which would be deemed confidential, a trade secret, a customer list, or other form of proprietary information of Company. Independent Contractor acknowledges that the above information is material and confidential and that it affects the profitability of Company. ","Independent Contractor Agreement","6",62,"https://templates.business-in-a-box.com/imgs/1000px/independent-contractor-agreement-D160.png","https://templates.business-in-a-box.com/imgs/250px/160.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#160.xml",{"title":6,"description":6},[172],{"label":173,"url":174},"Consultant & Contractors","consulting-contractor-business","independent contractor agreement","/template/independent-contractor-agreement-D160",false,{"seo":179,"reviewer":189,"quick_facts":193,"at_a_glance":196,"personas":200,"variants":225,"glossary":250,"clauses":281,"how_to_fill":327,"common_mistakes":368,"faqs":393,"industries":421,"comparisons":446,"diy_vs_lawyer":458,"jurisdictions":471,"related_template_ids_curated":492,"schema":501,"classification":502},{"meta_title":180,"meta_description":181,"primary_keyword":182,"secondary_keywords":183},"Referral Fee Agreement Template (Free Word)","Free referral fee agreement template for paying commissions to partners, agents, and referrers. Covers fee structure, payment terms, and exclusivity. Free Word and PDF download.","referral fee agreement template",[15,184,185,186,187,188],"referral fee contract template","referral fee agreement template word","referral commission agreement","business referral agreement template","referral fee agreement free download",{"name":190,"credential":191,"reviewed_date":192},"Bruno Goulet","CEO, Business in a Box","2026-05-02",{"difficulty":194,"legal_review_recommended":195,"signature_required":195},"medium",true,{"what_it_is":197,"when_you_need_it":198,"whats_inside":199},"A Referral Fee Agreement is a legally binding contract between a business and a referring party that sets out the terms under which a fee or commission is paid in exchange for a successful client or customer introduction. This free Word download gives you a structured, editable template covering fee calculation, payment timing, qualifying conditions, and term length — ready to export as PDF and sign before any referral relationship begins.\n","Use it whenever you agree to pay — or receive — a fee for introducing a prospective client, customer, or investor to another party. It is especially important before word-of-mouth partnerships, affiliate arrangements, or broker-introduced deals where payment terms would otherwise rest on a verbal understanding.\n","Parties and recitals, definition of a qualifying referral, fee structure and calculation method, payment schedule and conditions, exclusivity and non-circumvention, confidentiality, term and termination, representations and warranties, and governing law and dispute resolution.\n",[201,205,209,213,217,221],{"title":202,"use_case":203,"icon_asset_id":204},"Sales consultants and agents","Formalizing commission terms before introducing clients to a service provider","persona-sales-consultant",{"title":206,"use_case":207,"icon_asset_id":208},"Small business owners","Setting up a partner referral program without a dedicated affiliate platform","persona-small-business-owner",{"title":210,"use_case":211,"icon_asset_id":212},"Startup founders","Paying early-stage referrers who help land the first paying customers","persona-startup-founder",{"title":214,"use_case":215,"icon_asset_id":216},"Real estate professionals","Documenting agent-to-agent referral fees on cross-market buyer introductions","persona-real-estate-agent",{"title":218,"use_case":219,"icon_asset_id":220},"Recruiters and staffing firms","Capturing terms for candidate or client referrals passed to partner agencies","persona-recruiter",{"title":222,"use_case":223,"icon_asset_id":224},"Financial advisors and brokers","Recording fee-sharing arrangements for client introductions to other licensed professionals","persona-financial-advisor",[226,230,234,238,240,243,246],{"situation":227,"recommended_template":228,"slug":229},"Paying a one-time flat fee for a single client introduction","Referral Fee Agreement (Flat Fee)","referral-fee-agreement-D12730",{"situation":231,"recommended_template":232,"slug":233},"Paying a percentage of each sale generated by the referred client","Commission-Based Referral Agreement","commission-referral-agreement-D13926",{"situation":235,"recommended_template":236,"slug":237},"Ongoing affiliate or partner revenue-sharing arrangement","Affiliate Agreement","affiliate-agreement-D12705",{"situation":239,"recommended_template":42,"slug":229},"Broker introducing two parties to a business acquisition or investment",{"situation":241,"recommended_template":135,"slug":242},"Formal joint-venture arrangement with shared costs and revenue","joint-venture-agreement-D889",{"situation":244,"recommended_template":120,"slug":245},"Appointing an exclusive sales representative in a territory","sales-representative-agreement-D556",{"situation":247,"recommended_template":248,"slug":249},"Paying a recurring commission on a multi-year contract value","Commission Agreement","commission-sales-agreement-D532",[251,254,257,260,263,266,269,272,275,278],{"term":252,"definition":253},"Referral Fee","A one-time or recurring payment made to a referring party in exchange for introducing a customer or client who subsequently completes a qualifying transaction.",{"term":255,"definition":256},"Qualifying Referral","An introduction that meets the specific criteria defined in the agreement — such as the referred party signing a contract, making a purchase, or reaching a defined deal milestone — before a fee is triggered.",{"term":258,"definition":259},"Finder's Fee","A fee paid to a third party who identifies and introduces a business opportunity, investor, or acquisition target — functionally similar to a referral fee but commonly used in M&A and real estate contexts.",{"term":261,"definition":262},"Non-Circumvention Clause","A contractual provision that prevents the business from bypassing the referrer to deal directly with an introduced party in order to avoid paying the agreed fee.",{"term":264,"definition":265},"Commission Rate","The percentage of a transaction value — or a fixed dollar amount — used to calculate the referral fee owed on each qualifying introduction.",{"term":267,"definition":268},"Tail Period","A defined window of time after the agreement ends during which the referrer is still entitled to a fee if an introduced contact converts into a paying customer.",{"term":270,"definition":271},"Exclusivity","A clause restricting one or both parties from entering into similar referral arrangements with competitors during the term of the agreement.",{"term":273,"definition":274},"Clawback","A provision requiring the referrer to return a previously paid fee if the underlying transaction is cancelled, reversed, or the referred customer defaults within a specified period.",{"term":276,"definition":277},"Indemnification","A clause requiring one party to compensate the other for losses, claims, or damages arising from their own actions or misrepresentations in connection with the referral activity.",{"term":279,"definition":280},"Arm's Length Transaction","A transaction between unrelated parties acting independently and in their own interests, used as a benchmark to confirm that referral terms reflect fair market conditions.",[282,287,292,297,302,307,312,317,322],{"name":283,"plain_english":284,"sample_language":285,"common_mistake":286},"Parties and recitals","Identifies the referring party and the business receiving referrals, states each party's legal name and status, and describes the purpose of the arrangement.","This Referral Fee Agreement ('Agreement') is entered into as of [DATE] by and between [REFERRING PARTY LEGAL NAME] ('Referrer') and [COMPANY LEGAL NAME], a [STATE/PROVINCE] [ENTITY TYPE] ('Company').","Using a trade name instead of the registered legal entity name for either party — this creates enforcement problems if a fee dispute goes to court.",{"name":288,"plain_english":289,"sample_language":290,"common_mistake":291},"Definition of a qualifying referral","Sets out precisely what constitutes a referral that triggers a fee — for example, a named introduction that results in a signed contract within 90 days.","A 'Qualifying Referral' means an introduction by Referrer of a prospective customer (a 'Referred Party') who (a) is not already known to the Company as of the Introduction Date, and (b) enters into a written agreement with the Company within [90] days of the Introduction Date.","Leaving 'qualifying referral' undefined or vague — without a clear threshold, both parties dispute whether a particular introduction counts, and the business ends up paying fees on contacts it already knew.",{"name":293,"plain_english":294,"sample_language":295,"common_mistake":296},"Fee structure and calculation","States the exact fee — a flat amount or a percentage of contract value — how it is calculated, and which revenue figure forms the basis for percentage-based fees.","Company shall pay Referrer a referral fee of [X]% of the net contract value of any agreement executed with a Referred Party, where 'net contract value' means total fees charged less any taxes, refunds, or third-party pass-through costs.","Basing the commission on gross revenue rather than net — referrers end up being paid on amounts the company never keeps, such as taxes or hard costs, inflating the fee unintentionally.",{"name":298,"plain_english":299,"sample_language":300,"common_mistake":301},"Payment schedule and conditions","Defines when payment is due, what triggers it (e.g., customer payment received), the currency, and the method of payment.","Referral fees shall be due and payable within [30] days of Company receiving cleared payment from the Referred Party. Payment shall be made by [ACH / wire transfer / cheque] in [USD / CAD / GBP] to the account details provided by Referrer.","Tying payment to the contract signature date rather than the date funds are actually received — this creates cash-flow exposure if the referred customer pays late or disputes their invoice.",{"name":303,"plain_english":304,"sample_language":305,"common_mistake":306},"Non-circumvention","Prevents the business from working directly with an introduced contact to cut out the referrer and avoid paying the agreed fee.","For a period of [24] months from the Introduction Date, Company agrees not to contact, solicit, or transact with any Referred Party except through or with the written consent of Referrer, and shall pay the applicable referral fee on any transaction concluded with a Referred Party during such period.","Omitting the non-circumvention clause entirely — without it, a company can legally re-approach an introduced contact after the tail period and owe nothing, defeating the purpose of the agreement.",{"name":308,"plain_english":309,"sample_language":310,"common_mistake":311},"Term and termination","Sets the initial duration of the agreement, the notice period required to terminate, and whether the tail period survives termination.","This Agreement shall commence on [START DATE] and continue for an initial term of [12] months, renewing automatically for successive [12]-month periods unless either party provides [30] days' written notice of non-renewal. Sections 4 (Fees), 5 (Non-Circumvention), and 7 (Confidentiality) shall survive termination for the periods stated therein.","Forgetting to include survival language — without it, fee and non-circumvention obligations may lapse on the termination date, even for referrals already in the pipeline.",{"name":313,"plain_english":314,"sample_language":315,"common_mistake":316},"Confidentiality","Restricts both parties from disclosing the existence or terms of the agreement, as well as any confidential business information exchanged during the referral relationship.","Each party agrees to hold the other party's Confidential Information in strict confidence and not to disclose it to any third party without prior written consent. 'Confidential Information' includes the terms of this Agreement, customer lists, pricing, and any proprietary business information disclosed in connection with referral activities.","Omitting a definition of 'Confidential Information' and relying on context — courts apply a reasonableness standard, and an undefined term can render the whole clause unenforceable.",{"name":318,"plain_english":319,"sample_language":320,"common_mistake":321},"Representations and warranties","Each party confirms they have the legal authority to enter the agreement, that referral activities will comply with applicable law, and that the referrer will not make unauthorized representations about the company's products or services.","Each party represents that it has full legal authority to enter into this Agreement. Referrer warrants that all referral activities will comply with applicable laws and regulations and that Referrer will not make any representations about Company's products or services beyond those authorized in writing by Company.","No warranty restricting what the referrer can say about the company's offerings — this exposes the business to liability if the referrer makes promises the company cannot keep.",{"name":323,"plain_english":324,"sample_language":325,"common_mistake":326},"Governing law and dispute resolution","Specifies which jurisdiction's law governs the agreement and the mechanism for resolving disputes — arbitration, mediation, or litigation.","This Agreement shall be governed by the laws of [STATE / PROVINCE / COUNTRY] without regard to its conflict-of-laws principles. Any dispute arising under this Agreement shall be resolved by binding arbitration administered by [AAA / JAMS / ADR Institute] in [CITY], except that either party may seek injunctive relief in any court of competent jurisdiction.","Choosing a governing law with no connection to either party's place of business — several jurisdictions will refuse to enforce clauses that select a foreign law purely for convenience.",[328,333,338,343,348,353,358,363],{"step":329,"title":330,"description":331,"tip":332},1,"Enter the full legal names and details of both parties","Identify the referring party and the company receiving referrals by their registered legal names, jurisdiction of incorporation or residence, and principal business addresses.","Cross-check the legal name against the company's certificate of incorporation or business registration — a mismatch between the contract name and the entity's registry name can void enforcement of key clauses.",{"step":334,"title":335,"description":336,"tip":337},2,"Define what counts as a qualifying referral","Write a precise definition specifying the form the introduction must take (written email, warm call, or completed referral form), whether the referred party must be new to the company, and the time window within which a transaction must close to trigger the fee.","Include a registration mechanism — a referral submission form or a written introduction email — so there is a timestamped record of each introduction. This eliminates 'who knew them first' disputes.",{"step":339,"title":340,"description":341,"tip":342},3,"Set the fee structure and calculation basis","Choose between a flat fee per qualifying referral or a percentage of net contract value. If percentage-based, define exactly which revenue figure is used as the base — net of taxes, refunds, and pass-through costs.","For recurring-revenue businesses, specify whether the commission applies only to the first contract term or to renewals as well. Leaving this ambiguous is the single most common source of referral fee disputes.",{"step":344,"title":345,"description":346,"tip":347},4,"Establish the payment schedule and conditions","Set a specific payment due date tied to a trigger event — such as 30 days after the company receives cleared funds from the referred customer — the payment method, and the currency.","Add a reporting obligation: require the company to send a monthly statement of qualifying referrals and fees earned, even if the amount is zero. Silence breeds suspicion.",{"step":349,"title":350,"description":351,"tip":352},5,"Tailor the non-circumvention and tail period","Set the period during which the company may not bypass the referrer to deal directly with introduced contacts. Standard tail periods run 12–24 months from the introduction date. Align the tail period with your typical sales cycle length.","For B2B deals with long sales cycles — 6 to 18 months — a 24-month tail period is standard. For transactional B2C referrals, 6 to 12 months is more typical.",{"step":354,"title":355,"description":356,"tip":357},6,"Confirm exclusivity terms if applicable","Decide whether the arrangement is exclusive — preventing either party from similar referral deals with competitors — or non-exclusive. State this explicitly rather than leaving it implied.","Exclusivity clauses that are broad in scope and long in duration are routinely challenged or renegotiated. Limit exclusivity to a defined territory, product line, or customer segment to keep it commercially reasonable.",{"step":359,"title":360,"description":361,"tip":362},7,"Add survival and governing law clauses","List each clause that survives termination (fees for pipeline referrals, non-circumvention, confidentiality) and its survival period. Select the governing law jurisdiction and dispute resolution method.","If both parties are in different jurisdictions, choose the law of the jurisdiction where the company is incorporated — this is where enforcement is most straightforward and least expensive.",{"step":364,"title":365,"description":366,"tip":367},8,"Execute before any referral activity begins","Both parties must sign the agreement before any introduction is made. Post-introduction signatures create disputes about whether earlier referrals are covered.","Use a timestamped electronic signature to establish the exact execution date and prevent either party from later claiming the agreement was signed retroactively.",[369,373,377,381,385,389],{"mistake":370,"why_it_matters":371,"fix":372},"No definition of a qualifying referral","Without a clear threshold, the referring party claims fees on introductions that never converted, and the company disputes nearly every payment request. Litigation risk is high.","Define qualifying referral with at least three criteria: the form of introduction, a new-to-company requirement, and a maximum days-to-close window.",{"mistake":374,"why_it_matters":375,"fix":376},"Omitting a tail period clause","If the agreement expires while an introduced contact is still in the sales pipeline, the company can close the deal and owe nothing — even though the referrer drove the opportunity.","Include a tail period of at least 12 months from the introduction date, surviving termination, with explicit language tying it to the date of introduction rather than the agreement end date.",{"mistake":378,"why_it_matters":379,"fix":380},"Basing commission on gross revenue","Paying a percentage of gross revenue means the referrer earns commission on taxes, chargebacks, and pass-through costs the company never keeps — inflating the fee and eroding margins.","Define the commission base as net contract value, explicitly excluding taxes, refunds, discounts, and third-party costs, with a sample calculation in the agreement.",{"mistake":382,"why_it_matters":383,"fix":384},"No non-circumvention clause","Without it, the company can legally re-engage an introduced contact after the tail period — or even during it in jurisdictions where the clause is only implied — and owe no fee.","Include an explicit non-circumvention clause covering direct and indirect contact with referred parties, with a duration at least equal to the tail period.",{"mistake":386,"why_it_matters":387,"fix":388},"Signing the agreement after referral activity has already begun","Pre-agreement introductions create consideration problems in common-law jurisdictions and leave the scope of coverage genuinely ambiguous — courts have gone both ways on whether earlier referrals are included.","Execute the agreement before the first introduction. If circumstances require backdating coverage, include a specific clause stating that introductions made on or after a named prior date are covered, and document fresh consideration.",{"mistake":390,"why_it_matters":391,"fix":392},"No reporting or accounting obligation on the company","Without a contractual obligation to report, the referrer has no way to verify which referrals converted or what fees are owed — disputes about underpayment are almost inevitable.","Add a clause requiring the company to provide a monthly written statement of qualifying referrals received, deals closed, and fees calculated, within a fixed number of days after each month-end.",[394,397,400,403,406,409,412,415,418],{"question":395,"answer":396},"What is a referral fee agreement?","A referral fee agreement is a legally binding contract between a business and a referring party that sets out the terms under which a fee is paid in exchange for a successful client or customer introduction. It defines what counts as a qualifying referral, how the fee is calculated, when it is paid, and how long the arrangement lasts. Without a written agreement, referral arrangements typically rest on verbal understandings that are difficult to enforce and easy to dispute.\n",{"question":398,"answer":399},"Is a referral fee agreement legally enforceable?","A referral fee agreement is generally enforceable when it meets the basic elements of a valid contract — offer, acceptance, and consideration — and complies with the laws of the governing jurisdiction. However, enforceability depends on the industry: certain regulated sectors, including real estate brokerage, securities, and insurance, impose specific licensing requirements on referral fee arrangements. Parties in those industries should confirm compliance with applicable professional regulations before signing.\n",{"question":401,"answer":402},"What is the difference between a referral fee and a finder's fee?","The terms are often used interchangeably, but a referral fee typically applies to ongoing customer introductions in a commercial context, while a finder's fee is most commonly used in one-time transactions — such as identifying an acquisition target, an investor, or a real estate deal. The underlying contract structure is similar, but a finder's fee agreement often includes deal-specific milestone triggers and is more common in M&A, real estate, and capital-raising contexts.\n",{"question":404,"answer":405},"What percentage is a typical referral fee?","Referral fee rates vary widely by industry and deal size. For professional services and SaaS, fees of 5–15% of the first contract value are common. For real estate agent-to-agent referrals, 20–25% of the receiving agent's gross commission is the widely accepted norm. For high-value B2B transactions, flat fees of $1,000–$10,000 per closed deal may be more appropriate than percentage-based commissions. The rate should reflect the effort involved and the margin available on the referred business.\n",{"question":407,"answer":408},"Do I need a referral fee agreement for informal arrangements?","Yes, especially for informal arrangements. Verbal or implied referral deals are the ones most likely to end in disputes. A short written agreement clarifies what qualifies as a referral, what the fee is, and when it is payable — protecting both sides. For low-value or one-off introductions, a simple one-page agreement is sufficient; for ongoing partner programs with recurring commissions, a more detailed contract is appropriate.\n",{"question":410,"answer":411},"What is a tail period in a referral fee agreement?","A tail period is a defined window of time after the agreement ends during which the referrer is still entitled to a fee if a previously introduced contact converts to a paying customer. For example, a 12-month tail means that if the company closes a deal with a contact the referrer introduced before termination, and that deal closes within 12 months of the introduction date, the referral fee is still owed. Without a tail period, a company can wait for the agreement to lapse and then close a pipeline deal without paying anything.\n",{"question":413,"answer":414},"Can a referral fee agreement include an exclusivity clause?","Yes, and exclusivity clauses are common in partner and reseller referral programs. An exclusivity clause may prevent the referring party from directing similar introductions to competitors, or prevent the company from accepting similar referrals from other partners in a defined territory. Broad exclusivity restrictions should be limited in duration and geographic or market scope to remain commercially reasonable and avoid antitrust concerns.\n",{"question":416,"answer":417},"Are referral fees taxable?","In most jurisdictions, referral fees are treated as taxable business income for the referrer. In the US, companies paying referral fees of $600 or more to a non-employee individual in a calendar year are required to issue a Form 1099-NEC. In Canada, referral fees received by individuals are generally reported as business income. In the UK and EU, referral fees paid to VAT-registered businesses are typically subject to VAT. Both parties should confirm their reporting obligations with a tax advisor.\n",{"question":419,"answer":420},"What happens if the referred customer cancels their contract?","This depends on whether the agreement includes a clawback clause. With a clawback, the referrer must return fees already paid if the referred customer cancels within a specified period — commonly 30 to 90 days after the contract is signed. Without a clawback clause, the referrer keeps the fee regardless of what happens after the introduction converts. Parties should negotiate this point explicitly and reflect the agreed outcome in the written agreement.\n",[422,426,430,434,438,442],{"industry":423,"icon_asset_id":424,"specifics":425},"Professional Services","industry-professional-services","Accountants, lawyers, and consultants frequently exchange client referrals; fee-splitting rules vary by profession and must comply with applicable licensing body regulations.",{"industry":427,"icon_asset_id":428,"specifics":429},"Real Estate","industry-real-estate","Agent-to-agent referral fees on cross-market transactions are standardized at 20–25% of gross commission and typically require both agents to hold active licenses in their respective jurisdictions.",{"industry":431,"icon_asset_id":432,"specifics":433},"SaaS and Technology","industry-saas","Partner and reseller referral programs use percentage-of-ARR commissions with tail periods aligned to annual subscription cycles and clawback provisions tied to churn within the first 90 days.",{"industry":435,"icon_asset_id":436,"specifics":437},"Financial Services","industry-fintech","Referral fee arrangements between licensed financial advisors, mortgage brokers, and insurance agents are subject to FINRA, FCA, or provincial securities rules and may require written client disclosure.",{"industry":439,"icon_asset_id":440,"specifics":441},"Recruitment and Staffing","industry-hr","Agency-to-agency referral fees for candidate or client introductions are typically flat amounts or a percentage of the placement fee, with explicit non-circumvention covering both the candidate and the client.",{"industry":443,"icon_asset_id":444,"specifics":445},"Healthcare","industry-healthtech","Patient referral fees between healthcare providers are heavily regulated or prohibited under the US Stark Law and Anti-Kickback Statute; agreements must be limited to non-patient referral contexts and reviewed by a healthcare compliance attorney.",[447,449,452,455],{"vs":236,"vs_template_id":237,"summary":448},"An affiliate agreement governs an ongoing, often technology-enabled marketing relationship where the affiliate promotes a company's products through tracked links and earns commissions on resulting sales. A referral fee agreement is typically a bilateral, relationship-driven arrangement involving personal introductions rather than automated tracking. Use an affiliate agreement for high-volume digital marketing programs; use a referral fee agreement for direct, named-contact introductions.",{"vs":248,"vs_template_id":450,"summary":451},"commission-agreement-D12725","A commission agreement typically governs the compensation of a sales representative or employee who actively sells on the company's behalf, including base draw, commission tiers, and territory rules. A referral fee agreement covers a third party whose role is limited to making an introduction — they do not participate in the sales process. If the referrer is also involved in closing deals, a commission agreement or sales representative agreement is more appropriate.",{"vs":135,"vs_template_id":453,"summary":454},"joint-venture-agreement-D103","A joint venture agreement creates a shared-purpose business arrangement where two or more parties contribute resources, share costs, and split profits from a defined activity. A referral fee agreement is a one-directional payment for introductions with no shared ownership, shared liability, or joint operational involvement. Use a joint venture agreement when both parties are materially involved in delivery; use a referral fee agreement when one party's role ends at the introduction.",{"vs":120,"vs_template_id":456,"summary":457},"sales-representative-agreement-D216","A sales representative agreement appoints an individual or firm to actively market and sell the company's products or services within a defined territory, typically on an ongoing basis with territory protection and performance targets. A referral fee agreement imposes no sales obligation — the referrer simply introduces prospects and earns a fee if they convert. Choosing between them depends on how active a role the referring party plays in the sales process.",{"use_template":459,"template_plus_review":463,"custom_drafted":467},{"best_for":460,"cost":461,"time":462},"Standard B2B or professional services referral arrangements with straightforward flat or percentage fees","Free","20–30 minutes",{"best_for":464,"cost":465,"time":466},"High-value referral programs, arrangements in regulated industries, or cross-border introductions","$300–$700","2–5 days",{"best_for":468,"cost":469,"time":470},"Complex multi-party referral structures, securities or real estate brokerage arrangements, or agreements with significant exclusivity and non-circumvention exposure","$1,000–$3,500+","1–3 weeks",[472,477,482,487],{"code":473,"name":474,"flag_asset_id":475,"note":476},"us","United States","flag-us","Referral fee agreements are generally enforceable under contract law in all US states, but certain industries impose strict limitations. The Stark Law and Anti-Kickback Statute prohibit patient referral fees in federally funded healthcare programs. RESPA prohibits unearned referral fees in residential real estate transactions. FINRA rules require disclosure of referral fee arrangements involving securities. Enforceability of non-compete and non-circumvention clauses varies by state — California courts apply especially high scrutiny.",{"code":478,"name":479,"flag_asset_id":480,"note":481},"ca","Canada","flag-ca","Referral fees in Canada are regulated by provincial professional bodies in law, accounting, real estate, and financial services — the Law Society rules in Ontario and BC, for example, impose specific consent and disclosure requirements on referral fees between lawyers. Outside regulated professions, referral fee agreements are enforceable under general contract law. Quebec contracts should be in French for provincially regulated parties, and referral fees received by individuals are treated as business income under the Income Tax Act.",{"code":483,"name":484,"flag_asset_id":485,"note":486},"uk","United Kingdom","flag-uk","Referral fee agreements are generally enforceable under English contract law, but the Legal Aid, Sentencing and Punishment of Offenders Act 2012 bans referral fees in personal injury cases. FCA-regulated firms must comply with COBS 2.3 rules on inducements, which can restrict or require disclosure of referral fee arrangements in financial services. VAT applies to referral fee payments between VAT-registered businesses, and both parties must account for it correctly.",{"code":488,"name":489,"flag_asset_id":490,"note":491},"eu","European Union","flag-eu","Referral fee enforceability varies by member state but is generally recognized under commercial contract law across the EU. MiFID II imposes strict restrictions and disclosure requirements on referral fees involving investment advice or financial instrument distribution. GDPR applies whenever the referral process involves sharing personal data of the referred party — both parties should confirm a lawful basis for any personal data transfer. Professional body rules in law, accounting, and healthcare vary significantly across France, Germany, Spain, and other member states.",[237,249,245,242,493,494,495,496,497,498,499,500],"non-disclosure-agreement-nda-D12692","independent-contractor-agreement-D160","partnership-agreement-D12551","service-agreement-D12711","introduction-letter-D1432","letter-of-intent_acquisition-of-business-D5197","general-non-compete-agreement-D882","master-service-agreement-D12657",{"emit_how_to":195,"emit_defined_term":195},{"primary_folder":96,"secondary_folder":503,"document_type":504,"industry":505,"business_stage":506,"tags":507,"confidence":512},"distribution-and-channel","agreement","general","all-stages",[508,509,510,511],"commission","partnership","contract","referral-fee-agreement",0.92,"\u003Ch2>What is a Referral Fee Agreement?\u003C/h2>\n\u003Cp>A \u003Cstrong>Referral Fee Agreement\u003C/strong> is a legally binding contract between a business and a referring party that defines the terms under which a fee or commission is paid in exchange for a successful introduction of a prospective client, customer, or investor. It establishes what qualifies as a compensable referral, how the fee is calculated, when payment is due, and how long the arrangement — and any post-termination tail period — remains in force. Without a written agreement, referral arrangements rest on verbal understandings that courts in most jurisdictions treat as difficult to prove and easy to dispute.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Operating a referral program without a signed agreement creates four concrete risks. First, disputes over whether a particular introduction qualifies for a fee have no objective basis for resolution — the referring party claims payment, the company denies it, and neither side can point to agreed criteria. Second, without a non-circumvention clause, the company is legally free to re-engage an introduced contact directly once the relationship ends, paying nothing. Third, in regulated industries — including financial services, real estate, healthcare, and law — undocumented referral payments can trigger professional conduct investigations or statutory penalties. Fourth, without a tail period, pipeline deals that close after the agreement lapses generate no fee obligation, even when the referrer drove the entire opportunity. This template closes all four gaps: it records the exact fee terms, protects the referrer's pipeline, documents compliance, and gives both parties a clear enforcement mechanism if the arrangement breaks down.\u003C/p>\n",1781185944712]