A financial advisor referral agreement is between a company and an affiliate that agrees to bring clients to the advisor in return for payment. All you have to do is fill out our easy-to-understand questionnaire.Build business referral agreements in a few minutes using 360 Legal Forms' exhaustive library of custom templates. A Referral Agreement, or broker agreement, outlines the rights and obligations of a broker providing services to a client for a fee. This is a sample disclosure statement for when an IA firm pays a referral fee to a bank as solicitor for referral of client to the investment adviser firm.
