1. Non-Compete: Restricts referral partner from competing activities - include when protecting market position is crucial

2. Training and Support: Details training provided to referral partner - include when comprehensive onboarding is required

3. Marketing and Promotion: Specifies marketing guidelines and cooperative advertising - include when joint marketing is planned

4. Insurance Requirements: Mandates specific insurance coverage - include for high-risk industries or regulatory requirements

5. Compliance with Industry Regulations: Additional compliance requirements - include for regulated industries like financial services

6. Service Level Requirements: Performance metrics and standards - include when specific performance targets are required

7. Dispute Resolution: Detailed dispute handling procedures - include when specific resolution processes are preferred

8. Multi-territory Provisions: Addresses operations in multiple jurisdictions - include for international or multi-state operations

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

2. Schedule 2 - Referral Criteria: Specific criteria for qualified referrals and customer requirements

3. Schedule 3 - Approved Marketing Materials: List of approved marketing materials and usage guidelines

4. Schedule 4 - Reporting Requirements: Templates and specifications for required reports

5. Schedule 5 - Service Territory: Detailed description of authorized geographic territory or market segments

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

7. Appendix B - Processing of Personal Data: Detailed procedures for handling personal data in compliance with privacy laws