1. Non-Compete: Restrictions on competitive activities, used when protecting market position is crucial

2. Intellectual Property: IP protection clauses, relevant when branded materials or proprietary information is shared

3. Marketing and Promotion: Guidelines for marketing activities, needed when referrer will actively promote services

4. Training and Support: Details of any training provided to referrer, relevant for complex products/services

5. Audit Rights: Right to audit referral records, important for high-value or volume-based arrangements

6. Force Majeure: Provisions for unforeseen circumstances, recommended for long-term arrangements

7. Insurance Requirements: Insurance obligations, relevant for high-risk or regulated industries

1. Schedule 1 - Fee Structure: Detailed breakdown of referral fees, commission rates, and calculation methods

2. Schedule 2 - Referral Process Flow: Step-by-step process flow for referral submission and handling

3. Schedule 3 - Approved Marketing Materials: List and samples of approved marketing materials and messaging

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

5. Schedule 5 - Service Description: Detailed description of services/products eligible for referral

6. Appendix A - Reporting Templates: Standard templates for referral reporting and tracking

7. Appendix B - Contact Details: Key contact information for both parties