Referral Agreement — Word & PDF Template

This Referral Agreement sets out the terms on which an introducer refers potential customers to a business in return for a referral fee in England and Wales. It clarifies what counts as a qualifying introduction and how fees are calculated and paid.

Who is this template for?

For businesses that pay for introductions and the individuals or companies that provide them — such as affiliate partners, agents and professional contacts who refer leads or clients.

What does the template include?

The agreement is organised into clearly numbered sections:

• Parties — the introducer and the principal.
• Scope of Introductions — what counts as a referral.
• Introducer’s Obligations — the introducer’s responsibilities.
• Principal’s Obligations — the business’s responsibilities.
• Referral Fees — how fees are calculated and paid.
• Exclusions — referrals that do not qualify.
• Independence of the Introducer — that they are not an agent.
• Exclusivity — any exclusive arrangement.
• Confidentiality — protection of information.
• Term and Termination — duration and ending.
• Limitation of Liability — caps and exclusions.
• Governing Law — England & Wales jurisdiction.
• Signatures — execution by the parties.

Easy to customise

The template works in Microsoft Word, Google Docs and LibreOffice. Fill in the highlighted fields, set the fee structure and adjust the clauses before signing.

Format and scope

Provided as an editable Word (.docx) file and a ready-to-print PDF in A4 size, drafted for use in England and Wales.