1. Non-Solicitation: Restrictions on soliciting referred clients or employees, used when there's significant risk of client poaching

2. White Labeling: Terms for using each other's branding and marketing materials, included when parties agree to co-branded services

3. Training and Support: Details of any training or support provided between parties, included when one party provides operational support to the other

4. Dispute Resolution: Specific procedures for resolving disputes, included when parties want to specify mediation or arbitration processes

5. Insurance Requirements: Specific insurance coverage requirements, included when dealing with high-value transactions or regulated services

6. Territory Restrictions: Geographic limitations on referral activities, included when parties want to define specific market areas

7. Performance Metrics: Specific performance targets and review processes, included when parties want to establish measurable success criteria

1. Schedule A - Fee Structure: Detailed breakdown of referral fees, including percentages, tiers, and calculation methods

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

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

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

5. Schedule E - Approved Marketing Materials: Templates and guidelines for marketing the referral relationship

6. Appendix 1 - Contact Information: Key contacts and escalation procedures for both parties

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