1. Non-Compete: Restricts parties from engaging in competing referral arrangements - used when exclusivity is required

2. Marketing Guidelines: Specifies approved marketing methods and materials - needed when referrer will actively promote services

3. Training Requirements: Details any required training for making referrals - used in regulated industries or complex services

4. Quality Control: Establishes quality standards for referrals - important for volume-based or professional service referrals

5. Dispute Resolution: Detailed dispute resolution procedures - useful for high-value or complex referral arrangements

6. Insurance Requirements: Specifies required insurance coverage - important for regulated industries or high-risk services

7. Data Protection: Detailed data handling requirements - necessary when significant personal information is shared

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fee calculations, tiers, and any bonus structures

2. Schedule 2 - Referral Process: Step-by-step procedure for making and processing referrals

3. Schedule 3 - Approved Marketing Materials: Templates and guidelines for referral marketing

4. Schedule 4 - Compliance Checklist: Regulatory requirements and compliance procedures

5. Schedule 5 - Reporting Templates: Standard forms for tracking and reporting referrals

6. Appendix A - Contact Details: Key contacts and notification details for both parties