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1. Non-Competition: Restrictions on broker's ability to refer to competitors, used when exclusivity is required

2. Data Protection: Specific provisions for handling personal data, required when dealing with individual customer information

3. Training and Support: Details of any training or support provided to the broker, included when comprehensive onboarding is needed

4. Marketing Guidelines: Rules for using recipient's branding and marketing materials, included when broker will engage in marketing activities

5. Dispute Resolution: Specific procedures for resolving disputes, including mediation or arbitration, used for high-value agreements

6. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in uncertain business environments

7. Compliance with Anti-Money Laundering Laws: Detailed compliance requirements, necessary for financial service referrals

1. Schedule A - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods

2. Schedule B - Referral Process Workflow: Step-by-step process flow for making and processing referrals

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

4. Schedule D - Reporting Templates: Standard forms for tracking and reporting referrals

5. Appendix 1 - Compliance Checklist: Checklist of regulatory requirements and compliance procedures

6. Appendix 2 - Contact Details: Key contact information for both parties