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). If specialist tax advice is needed, I can recommend a suitable accountant or tax adviser.
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). If specialist tax advice is needed, I can recommend a suitable accountant or tax adviser.