A clear agreement for paying or receiving referral fees, covering what triggers a payment, how much is payable, any exclusivity, and the regulatory considerations. Suitable for professional services firms, recruiters, and any business that pays or receives referral commissions.
What's included
- A consultation to understand the referral relationship.
- Drafting of a referral or introducer agreement covering triggers, rates, exclusivity, duration, confidentiality, and termination.
- Guidance on any regulatory considerations relevant to your sector.
- One round of revisions based on your feedback.
- Final version ready to use.
What's not included
- Negotiation with the other party beyond the scope described above.
- FCA-regulated referral arrangements (seek specialist financial services advice).
- Tax advice (including VAT, corporation tax, income tax, capital gains tax, and stamp duty).
A clear agreement for paying or receiving referral fees, covering what triggers a payment, how much is payable, any exclusivity, and the regulatory considerations. Suitable for professional services firms, recruiters, and any business that pays or receives referral commissions.
What's included
- A consultation to understand the referral relationship.
- Drafting of a referral or introducer agreement covering triggers, rates, exclusivity, duration, confidentiality, and termination.
- Guidance on any regulatory considerations relevant to your sector.
- One round of revisions based on your feedback.
- Final version ready to use.
What's not included
- Negotiation with the other party beyond the scope described above.
- FCA-regulated referral arrangements (seek specialist financial services advice).
- Tax advice (including VAT, corporation tax, income tax, capital gains tax, and stamp duty).