What should a simple referral arrangement cover?

Another provider wants to exchange leads informally.

About this guidance: My Business Path prepared and reviewed this general guidance as a practical starting point. It is not advice tailored to your circumstances. Check current official guidance or ask a qualified professional when the decision depends on your circumstances.

Prepared by My Business Path

Report

Practical guidance

1 practical responses

My Business Path starting point

Define consent, qualification, fees, disclosure, data sharing, conflicts, service responsibility and ending the arrangement. Never pass personal details without a valid basis.

My Business Path

Report answer

Want to answer? Request contributor access.