Referral Contract Template UK

The Referral Contract Template UK is offered in multiple formats, including PDF, Word, and Google Docs, complete with customizable and printable samples.

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Sample

Referral Contract Template UK

Editable – Printable

PDF – 1 PDF – 2

Referral Contract Template UK

1. Referrer Information


2. Client Information


3. Referral Partner Information


4. Agreement Details


5. Scope of Referral Services

6. Referrer Responsibilities

7. Referral Partner Responsibilities

8. Payment Terms for Referrals

9. Confidentiality and Data Protection

10. Termination Clauses

11. Signatures and Agreement

12. Declaration and Signatures



PDF

WORD

Examples

Referral Contract Template UK (1)
Between:
[Name of the Referrer]
[Referrer’s ID]
[Referrer’s Address]
[Referrer’s Phone]
[Referrer’s Email]
And:
[Name of the Referee]
[Referee’s ID]
[Referee’s Address]
[Referee’s Phone]
[Referee’s Email]
Introduction:
This contract sets out the terms and conditions under which the Referrer will refer potential clients to the Referee, effective from [Start Date].
Clause 1: Scope of Referral Services
The Referrer agrees to provide referrals to the Referee for the following services: [List services such as legal advice, financial planning, etc.].
Clause 2: Referral Fees
The Referee agrees to pay the Referrer a referral fee of [Amount or Percentage] for each successful transaction, payable within [Payment Schedule, e.g., 30 days of receipt].
Clause 3: Responsibilities of the Referrer
The Referrer will provide accurate information regarding potential clients and will not misrepresent the services of the Referee.
Clause 4: Confidentiality
Both parties agree to keep all client information confidential and will not disclose such information without written consent.
Clause 5: Termination
This agreement can be terminated by either party with [Notice Period, e.g., 30 days] written notice under specified conditions.
Clause 6: Legal Compliance
Both parties agree to comply with all relevant laws and regulations in relation to the referral services provided.
Signed in [City], [Date].
Sincerely,
[Signature of the Referrer]
[Name of the Referrer]
[Signature of the Referee]
[Name of the Referee]
Referral Contract Template UK (2)
Between:
[Name of the Referrer]
[Referrer’s ID]
[Referrer’s Address]
[Referrer’s Phone]
[Referrer’s Email]
And:
[Name of the Referee]
[Referee’s ID]
[Referee’s Address]
[Referee’s Phone]
[Referee’s Email]
Introduction:
This Referral Contract outlines the expectations and obligations of both parties regarding client referrals commencing on [Start Date].
Clause 1: Referral Process
The Referrer shall provide potential client information through [Specify process, e.g., email, online form] which the Referee will evaluate for acceptance.
Clause 2: Payment Terms
The Referee shall pay the Referrer a referral fee of [Amount or Percentage] upon completion of the service by the referred client.
Clause 3: Obligations of the Referee
The Referee shall inform the Referrer of the outcomes of the referrals and keep them updated on the status of referred clients.
Clause 4: Non-Solicitation
The Referrer agrees not to solicit clients referred to them by the Referee outside the scope of this contract.
Clause 5: Dispute Resolution
In the event of a dispute, both parties agree to seek mediation before any legal actions are taken.
Signed in [City], [Date].
Sincerely,
[Signature of the Referrer]
[Name of the Referrer]
[Signature of the Referee]
[Name of the Referee]

Printable

PDF – 1 PDF – 2

Referral Contract Template UK