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Referral Agreement Templates



1. Open and DOWNLOAD the correct template:



Licensed under NCCP

Use this agreement if the referrer is an ACL holder or has a CRN.



Unlicensed under NCCP

Use this agreement if the referrer does NOT hold an ACL holder or does NOT have a CRN.




2. Fill in all parts in RED text:

  • Page 1 (Date)
  • Page 3 (broker and referrer business details)
  • Page 12 (referrer fees)



3. Signing

  • Broker to sign bottom of page 1
  • Referrer to sign bottom of page 2

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