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1. Anti-Money Laundering Procedures: Detailed AML procedures when the broker handles client money

2. Marketing and Branding: Rules for using the insurer's branding and marketing materials, if applicable

3. IT Systems and Security: Requirements for using insurer's systems and security protocols, if provided

4. Training Requirements: Specific training obligations beyond regulatory minimums, if required

5. Premium Collection: Procedures for handling premium collection if the broker is authorized to collect premiums

6. Claims Handling Authority: Procedures and limits of authority for claims handling if granted to the broker

7. Non-Compete Provisions: Restrictions on competing activities, if agreed between parties

8. Performance Targets: Specific performance metrics and consequences, if applicable

9. Sub-Broking Arrangements: Terms for working with sub-brokers if permitted

1. Schedule 1 - Commission Rates: Detailed commission structures for different insurance products

2. Schedule 2 - Products and Services: List of insurance products and services the broker is authorized to sell

3. Schedule 3 - Territorial Scope: Detailed description of geographical areas where broker can operate

4. Schedule 4 - Service Level Requirements: Specific service standards and response times

5. Schedule 5 - Reporting Requirements: Templates and timelines for regular reporting

6. Appendix A - Data Processing Agreement: Detailed GDPR-compliant data processing terms

7. Appendix B - Professional Indemnity Requirements: Specific requirements for professional indemnity insurance

8. Appendix C - Compliance Procedures: Detailed compliance procedures and checklists

9. Appendix D - Required Documentation: Templates for client documentation and regulatory forms