Re: GCM Partnership Agreement

From
Matt Vijayan <mvijayan@thekey.com>
To
Steve Koyanagi <skoyanagi@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Wed, 28 Sep 2022 13:20:04 -0400
Folder
INBOX
--0000000000006121d205e9bff99c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Just called you. Didn't leave a message. Please call me anytime before 2.00PM Eastern or after 5.00PM today. 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 Wed, Sep 28, 2022 at 12:14 PM Steve Koyanagi wrote: > Matt, let's find 2 minutes to connect just so I understand what the senio= r > 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 spen= ds a >> significant amount of time, money and resources in the process of >> assessing, retaining and developing goodwill with its clients and theref= ore >> each client is a valuable asset. Accordingly, for two years after payme= nt >> of a Referral Fee, Agent shall not directly or indirectly solicit, induc= e, >> 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 applica= ble >> 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 >>>>

Thread (3)