Introducer Contract (Ongoing Relationship – Fixed Fees + Commission) Template

Introducer Agreement (Ongoing Business Relationship – Commission)


This Introducer Agreement (Ongoing Business Relationship – Fixed Fee + 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 contact details to the supplier.

This document is best suited to scenarios whereby the supplier will be entering into a series of short-term contracts with the same client over a period of time (i.e. repeat business consisting of multiple individual transactions). A percentage commission is payable to the introducer on a certain number of those transactions. After an agreed number of transactions, an “ongoing business relationship” is deemed to be established whereupon the introducer receives a final fee which should be agreed and calculated to reflect the long-standing business relationship the supplier now has as a result of the introducer’s services. (In this document a flat fee is also to be paid upon the introduction taking place, but this can be removed if desired).

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 fees as detailed above.

Options within this agreement 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 establish an ongoing business relationship with an introduced client within a certain period of time, thus ensuring that the introducer receives their commission and fees. 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 and fees (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 or if separate transactions are so far apart that they could not sensibly be classed as an “ongoing business relationship”).

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.03A Introducer Agreement (Commission) – Designed for one-off contracts with a medium to long-term duration under which the supplier will receive multiple payments from a client and the introducer is to be paid a percentage commission on those payments for a defined period.
  3. 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.

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 (Ongoing Business Relationship - Fixed Fee + Commission) contains the following clauses:

1. Definitions and Interpretation 

2. Appointment of the Introducer

3. Introductions

4. Supplier’s Obligations

5. Introduction Fees and Payment

6. Anti-Bribery Provisions

7. Confidentiality

8. Data Protection

9. Force Majeure

10. Term and Termination

11. Effects of Termination

12. No Waiver

13. Further Assurance

14. Costs

15. Set-Off

16. Assignment and Sub-Contracting

17. Time

18. Relationship of the Parties

19. Third Party Rights

20. Notices

21. Entire Agreement

22. Counterparts

23. Severance

24. Dispute Resolution

25. 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] [5. Each Party's Privacy Notice]


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