Introducer Contract (Commission) Template

Introducer Agreement (Commission)


This Introducer Agreement (Commission) is designed for use in situations where one party (a supplier of goods or services) wishes to engage another as an introducer of clients.

This document is compliant with the GDPR (General Data Protection Regulation).

Under the introduction process set out in this agreement, the “introduction” is deemed to take place upon the provision by the introducer of a potential client’s contact details to the supplier. This document is best suited to scenarios whereby the supplier will be entering medium to long-term contracts with clients under which the supplier will receive multiple payments over a period of time. Commission is paid to the introducer on however many of those payments are received within an agreed period.

Introducers differ from agents in that introducers do not undertake any selling on the other party’s behalf – they exist solely to refer potential clients on to the supplier. Once the introduction is made, the introducer has no further role in any contract between the supplier and the potential client beyond the receipt of commission as detailed above.

Options within this template allow the supplier to specify certain criteria which potential clients should meet. A further option allows the parties to agree upon a target number of potential clients to be introduced within a given period. An “introduction time limit” should be agreed between the parties. This is designed to protect both the introducer and the supplier. The time limit protects the introducer in that it ensures that the supplier must use reasonable endeavours to enter into a contract with an introduced client within a certain period of time, thus ensuring that the introducer receives their commission. The limit also protects the supplier in that it sets an agreed period outside of which it would not be reasonable for the introducer to demand commission (if, for example, the supplier and potential client decide not to transact for the time being but choose to do so independently in the future).

Three alternative versions of this Introducer Agreement are available:

  1. BS.COM.03 Introducer Agreement (Fixed Fee) – Designed for one-off contracts of any duration. The introducer is to receive a fixed fee once the contract between the supplier and the introduced client is created.
  2. BS.COM.04 Introducer Agreement (Ongoing Business Relationship – Fixed Fees) – Designed for a string of short-term contracts under which the supplier will enter into many separate transactions with the same client over a period of time. The introducer is to receive a fixed fee for a certain number of those transactions until an “ongoing business relationship” is deemed established whereupon the introducer receives a final fee.
  3. BS.COM.04A Introducer Agreement (Ongoing Business Relationship – Fixed Fee + Commission) – Designed for much the same scenario as BS.COM.04 but includes the payment of a percentage commission on the transactions leading up to the formation of the ongoing business relationship between the supplier and introduced client rather than fixed fees. Fixed fees remain payable on the introduction itself, and on the establishment of the ongoing business relationship.

Please Note: This agreement has not been created in accordance with FCA rules or the Financial Services and Markets Act 2000 and as such makes no reference or commitment to abiding by them. This agreement is therefore unsuitable for the introduction of clients for financial services such as insurance products or investment advice.

Optional phrases / clauses are enclosed in square brackets. These should be read carefully and selected so as to be compatible with one another. Unused options should be removed from the document.

This Introducer Agreement (Commission) contains the following clauses:

1. Definitions and Interpretation
2. Appointment of the Introducer
3. Introductions
4. Supplier’s Obligations
5. Introduction Commission and Payment
6. Anti-Bribery Provisions
7. Confidentiality
8. Force Majeure
9. Term and Termination
10. Effects of Termination
11. No Waiver
12. Further Assurance
13. Costs
14. Set-Off
15. Assignment and Sub-Contracting
16. Time
17. Relationship of the Parties
18. Third Party Rights
19. Notices
20. Entire Agreement
21. Counterparts
22. Severance
23. Dispute Resolution
24. Law and Jurisdiction

and the following schedules:
1. The Supplier’s Business
[2. Prospective Client Criteria]
[3. The Introducer’s Anti-Bribery Policy]
[4. The Supplier’s Anti-Bribery Policy]


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