Introductions & Matching

Introduction Agreement (Success Fee)

Records the terms on which an introducer presents a specified counterparty to a client, and the success fee payable if a transaction completes off the back of that introduction. The core document of the introduction layer.

Fill the template

Document details

Introducer — full legal name*

Introducer — address*

Client (receiving the introduction) — full legal name*

Client (receiving the introduction) — address*

Party being introduced*

Scope of the introduction*

Success fee*

Fee percentage (if percentage)

Applied to the gross value of capital introduced / transaction value.

Fixed fee (if fixed)

Tail period (months)*

Window after the introduction during which a completed transaction still earns the fee.

Exclusivity*

Effective date*

Governing law*

The jurisdiction whose law governs this document.

Courts / jurisdiction*

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