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1. Marketing and Promotion: Optional section for agreements where the referrer will actively promote the broker's services, including approved marketing materials and practices

2. Training Requirements: Required when the referrer needs specific training to understand products or compliance requirements

3. Performance Targets: Optional section setting minimum referral volumes or quality standards, useful for commercial arrangements

4. Professional Indemnity Insurance: Required when either party needs to maintain specific insurance coverage

5. Data Protection: Detailed section needed when extensive personal data handling is involved

6. Non-Compete Provisions: Optional restrictions on working with competing brokers, if commercially required

7. Dispute Resolution Process: Detailed alternative dispute resolution procedures, recommended for high-value arrangements

1. Schedule 1 - Fee Schedule: Detailed breakdown of referral fee calculations, including any tiered structures or bonus arrangements

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

3. Schedule 3 - Required Information Form: Template form for collecting necessary client information for referrals

4. Schedule 4 - Compliance Checklist: Checklist of regulatory requirements and compliance procedures

5. Appendix A - Privacy Policy: Detailed privacy procedures and data handling requirements

6. Appendix B - Marketing Guidelines: Guidelines for any approved marketing or promotional activities