Does anyone have a contract template they can share for referral fees?

searcher profile

July 03, 2025

by a searcher from Harvard University - Harvard Business School in Toronto, ON, Canada

Does anyone have a contract template they can share for referral fees? I am getting some traction with folks who will connect me with potential deals in exchange for 1-2% referral fees. What other details need to be there? Any best practices?
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commentor profile
Reply by a professional
from The Johns Hopkins University in Basking Ridge, NJ 07920, USA
Just be wary of success fees in connection with securities transactions. Too complicated for a quick response, but there are potential SEC / broker-dealer implications.
commentor profile
Reply by a professional
from University of California, Berkeley in Tampa, FL, USA
Use a straight Lehman formula for referal fees
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