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1. Non-Solicitation: Restrictions on soliciting clients or employees, included when parties want to protect their client base

2. Marketing and Branding: Rules for using each other's brands and marketing materials, included when joint marketing is contemplated

3. Training Requirements: Specific training obligations for introducing broker's staff, included when complex products are involved

4. Service Levels: Specific performance metrics and standards, included when parties want to measure service quality

5. Insurance Requirements: Specific insurance coverage requirements, included when higher risk activities are involved

6. Dispute Resolution: Alternative dispute resolution procedures, included when parties prefer arbitration or mediation

7. White Labeling: Terms for white-labeled services, included when products will be rebranded

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

2. Schedule 2 - Approved Products: List of financial products covered by the introduction arrangement

3. Schedule 3 - Client Categories: Definition of eligible client types and any restrictions

4. Schedule 4 - Compliance Procedures: Detailed compliance and onboarding procedures

5. Schedule 5 - Data Processing Requirements: Specific GDPR and data protection procedures

6. Appendix A - Required Documentation: List of required documentation for client onboarding

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

8. Appendix C - Service Territory: Geographic scope of the introduction services