Introducer Agreements
Introducer / Referral Agreement
Defines the terms for referral introductions and commission payments.
About This Template
An Introducer Agreement formalizes a referral relationship where one party (the introducer) refers business leads or clients to another party in exchange for a commission or fee. It covers referral identification, commission rates, payment triggers, non-circumvention, and term/termination provisions.
When to Use This Template
- Setting up a referral program with partners
- Engaging business development intermediaries
- Formalizing existing referral relationships
Key Components
1Scope of Introductions
2Commission Rates and Structure
3Payment Triggers
4Non-Circumvention
5Exclusivity
6Term
7Termination and Tail Payments
Common Industries
Financial ServicesReal EstateTechnology
How to Use This Template in Fortva
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1
Select
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2
Customize
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3
Route
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4
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