--0000000000006dc78405e9bf0fec Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Matt, let's find 2 minutes to connect just so I understand what the senior advisor is asking for. Give my cell a call at 650-722-6476. If I don't pick up I will give you a buzz back. Thanks! On Wed, Sep 28, 2022 at 8:42 AM Matt Vijayan wrote: > Hi Steve, > > I just connected with a senior advisor regarding this contract and she > does not want to see a 5% referral fee in the document; she will be > contravening the social workers association's code of ethics. How do we > word the non-solicitation clause appropriately based on this information > and after removing the referral fee? > > *1. * *Non =E2=80=93 Solicitation*. Agent understands that HCA spend= s a > significant amount of time, money and resources in the process of > assessing, retaining and developing goodwill with its clients and therefo= re > each client is a valuable asset. Accordingly, for two years after paymen= t > of a Referral Fee, Agent shall not directly or indirectly solicit, induce= , > encourage, or attempt to solicit, induce, or encourage a HCA client > referred by Agent to leave or terminate its relationship with HCA. In > the event that Agent violates this provision, Agent shall be required to > remit the Referral Fee for the applicable client to HCA, up to a maximum > fee of the total monetary amount Agent received from HCA for the applicab= le > client, which amount shall be due within fifteen (15) days of the client'= s > termination of services with HCA. > > Best regards, > > Matt > > Matt Vijayan > Director of Sales, Canada > *Please note my email has changed:* > mvijayan@TheKey.com > (905) 592-0085 > TheKey.com > [image: TheKey] > > > On Thu, Sep 8, 2022 at 12:59 PM Steve Koyanagi > wrote: > >> Tim/Matt, >> >> Attached is an updated contract template for your review. Of note, I >> included the proposed language about re-evaluating the 5% referral fee >> prior to the end of the initial term, which is 12 months. After review, >> let me know if you want to chat one more time before moving forward. >> >> Thanks. >> >> On Fri, Aug 26, 2022 at 11:15 AM Timothy Thomas wrote: >> >>> Ok thanks! Have a good weekend. >>> >>> On Fri, Aug 26, 2022 at 2:13 PM Steve Koyanagi >>> wrote: >>> >>>> Yes; definitely. Will be good to discuss these types of arrangements. >>>> I just scheduled some time for next week. >>>> >>>> On Fri, Aug 26, 2022 at 10:56 AM Timothy Thomas wrote: >>>> >>>>> Hi Steve, >>>>> >>>>> We would like to sign a partnership agreement with a GCM firm in >>>>> Canada. Jackie Summers shared this agreement that we can use as a >>>>> foundation. >>>>> >>>>> Would you have some time to connect next week to review? >>>>> >>>>> Thanks! >>>>> Tim >>>>> >>>>> ---------- Forwarded message --------- >>>>> From: Jackie Summers >>>>> Date: Thu, Aug 25, 2022 at 12:41 AM >>>>> Subject: Re: GCM Partnership Agreement >>>>> To: Timothy Thomas >>>>> Cc: Ashley Mirone