1. Clearing Services: Detailed provisions for clearing services if the carrying broker provides clearing functions

2. Technology Services: Terms regarding trading platforms and technology if specific systems are provided by either party

3. International Operations: Additional provisions for cross-border activities if applicable

4. Marketing and Co-Branding: Terms governing marketing activities and use of brands if parties agree to co-branding

5. Disaster Recovery: Specific provisions for business continuity and disaster recovery if not covered in schedules

6. Training and Support: Terms regarding training and support services if provided by the carrying broker

7. Non-Competition: Restrictions on competitive activities if agreed between parties

1. Schedule A - Services Description: Detailed description of all services provided by both parties

2. Schedule B - Fee Schedule: Comprehensive breakdown of all fees, commissions, and revenue sharing arrangements

3. Schedule C - Operational Procedures: Detailed procedures for daily operations, including trading, settlement, and reconciliation

4. Schedule D - Compliance Procedures: Specific procedures for ensuring regulatory compliance

5. Schedule E - Service Levels: Service level agreements and performance metrics

6. Schedule F - Required Client Documentation: Templates and requirements for client agreements and forms

7. Schedule G - Technology Specifications: Technical requirements and specifications for systems integration

8. Appendix 1 - Contact Information: Key contacts at both organizations for various functions

9. Appendix 2 - Regulatory Registrations: Details of regulatory registrations and licenses held by both parties