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Referral / Finder's Fee Agreement
NextGen Docs form ND-1228. Search ND-1228 on docs.ngz.ca to make this document again.
Pays someone a fee for introducing customers or deals, with the fee, when it is earned, and the licensing rules to check.
Start this document $2.99 or in the monthly planHow it works
What you will fill in
- Business paying the fee
- Finder (the person making referrals)
- What will the finder refer?
- Describe who counts as a referral
- How is the fee worked out?
- Percentage (%)
- For how many months of the customer's purchases?
- Flat fee per referral ($)
- When is the fee earned?
- How many months does this agreement last?
- Months after the end that a referred customer still earns a fee
- Which province's laws apply?
Good to know
- Securities: in Ontario, paying finders for bringing in investors can require registration as a dealer under the Securities Act and National Instrument 31-103, and fees paid in an exempt offering are reported to the Ontario Securities Commission.
- Real estate: under the Trust in Real Estate Services Act, 2002 only a registered brokerage may be paid for trading in real estate, so an unregistered finder cannot share a commission (RECO). Mortgages need an FSRA licence; insurance needs an insurance licence.
- Tell referred customers that the finder is paid a fee. Hidden payments can mislead customers and can be a crime if the finder is someone's employee or agent (Criminal Code s. 426, secret commissions).
Help in your language
Every question comes with help like this. For example, “Business paying the fee”:
English: Full legal name and address, for example: Sandhu Logistics Ltd., 100 Westcreek Blvd, Brampton ON.
اردو: فیس دینے والا کاروبار۔
ਪੰਜਾਬੀ: ਫ਼ੀਸ ਦੇਣ ਵਾਲਾ ਕਾਰੋਬਾਰ।
हिन्दी: शुल्क देने वाला कारोबार।
Français: Nom légal complet et adresse de l'entreprise qui paie.
Questions people ask
How much does the Referral / Finder's Fee Agreement cost?
It is free to fill in and preview. To download it, buy just this one for $2.99 or use a plan (Monthly $9.99, or Yearly $79); new accounts get 7 days free with no card needed.
Can I fill in the Referral / Finder's Fee Agreement in Urdu, Punjabi, Hindi or French?
Yes. The finished document is in English, but every question has plain help in English, Urdu, Punjabi, Hindi and French, and you can speak your answers.
Do I need a lawyer?
Many people use this document on their own. If your situation is complicated, or a lot of money or your home is involved, talk to a lawyer or licensed paralegal. In Ontario, the Law Society Referral Service (findlegalhelp.ca) gives a free 30-minute consultation.
Is my information private?
Only you can see your answers. They are saved on your device, and in your own account if you sign in, so you can finish on another device. NextGen Docs is not a law firm and does not give legal advice.