Introducer Agreement Template UK

Introducer / referral agreement for UK businesses — pay a fee for introductions of clients for your services. Anti-bribery, finder's fee, data protection. B2B, English law. From £4.99.

What is an Introducer Agreement?

An Introducer Agreement (also called a Referral Agreement or finder's-fee agreement) is a business-to-business contract under which one business introduces prospective clients to another in return for a fee. It sets out what counts as a valid introduction, when and how the fee is earned and paid, and the limits on the introducer's role. This document is for introducing clients for the supply of services — it keeps the introducer's role to making introductions, with no authority to negotiate or contract on the other party's behalf.

Why services only?

Introducing the sale of goods is treated very differently in law. An intermediary with continuing authority to negotiate the sale of goods can be a commercial agent under the Commercial Agents (Council Directive) Regulations 1993, which give the agent mandatory compensation or indemnity on termination that cannot be contracted out of (regulations 17 to 19). A services introducer falls outside that regime. So this document is built for services introductions and declines to generate goods, mixed, or regulated-sector (financial, insurance, consumer-credit) arrangements, which need specialist advice.

What does it cover?

The introductions-only appointment and the express limit that the introducer has no authority to negotiate or bind; the definition of a valid introduction and a qualifying client (so you do not pay on clients you already had); how the fee is calculated and the finite, defined period over which it is paid; an anti-bribery clause under the Bribery Act 2010 with a requirement to disclose the referral fee where it matters; an independent-contractor clause confirming there is no partnership or agency; the data-protection position (each party an independent controller under the UK GDPR); confidentiality; a UCTA-reasonable limitation of liability; and term and termination. For business-to-business arrangements under the law of England and Wales.

Part of a complete commercial contract suite

Once an introduced client comes on board, paper the work with the Service Agreement. To protect information shared while you set the arrangement up, see the Non-Disclosure Agreement.

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