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1. Service Level Requirements: Used when specific performance metrics need to be maintained

2. Marketing and Promotion: Include when parties need to coordinate marketing efforts or use each other's branding

3. Training Requirements: Required when referring party needs specific training on services or referral processes

4. Data Protection: Additional detailed section when significant personal data processing is involved

5. Insurance Requirements: Include when specific insurance coverage needs to be maintained

6. Non-Compete Provisions: Used when restrictions on competitive activities are necessary

7. Audit Rights: Include when regular auditing of referrals or payments is required

8. Territory Restrictions: Used when referrals are limited to specific geographic areas

1. Schedule 1 - Fee Schedule: Detailed breakdown of referral fees, commission rates, and payment calculations

2. Schedule 2 - Referral Procedures: Step-by-step process for making and handling referrals

3. Schedule 3 - Service Description: Detailed description of services covered by the referral arrangement

4. Schedule 4 - Compliance Requirements: Specific regulatory and compliance obligations

5. Schedule 5 - Approved Marketing Materials: Templates and guidelines for marketing and promotional materials

6. Appendix A - Referral Forms: Standard forms and templates for making referrals

7. Appendix B - Contact Details: Key contact information for both parties

8. Appendix C - Reporting Templates: Standard formats for required reports and documentation