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1. Non-Solicitation: Restrictions on soliciting clients or employees, used when parties want to protect their business interests

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

3. Training Requirements: Specific training obligations for referral staff, included when referrer needs product knowledge

4. Performance Metrics: Specific targets and performance requirements, used in volume-based arrangements

5. Dispute Resolution: Detailed process for resolving disputes, included when parties want to specify mediation or arbitration

6. Insurance Requirements: Specific insurance coverage requirements, included for higher-risk arrangements

7. Territory Restrictions: Geographic limitations on referral activities, used when territorial exclusivity is granted

1. Schedule A - Compensation Structure: Detailed breakdown of referral fees, commission tiers, and payment calculations

2. Schedule B - Referral Process Flow: Detailed workflow diagram and procedures for making and processing referrals

3. Schedule C - Required Documentation: List of documents and forms required for valid referrals

4. Schedule D - Privacy and Data Protection Procedures: Detailed protocols for handling client information

5. Schedule E - Compliance Requirements: Checklist of regulatory requirements and compliance procedures

6. Appendix 1 - Referral Form Template: Standard form for submitting referral information

7. Appendix 2 - Service Level Standards: Specific timeframes and quality standards for handling referrals