1. White Labeling: Terms for using one broker's platform under another broker's brand - include when white label services are part of the arrangement

2. Intellectual Property: IP rights and licensing - include when proprietary trading platforms or technology are involved

3. Marketing and Promotion: Terms for cross-promotion and marketing - include when parties agree to joint marketing activities

4. Service Level Agreement: Specific performance metrics and standards - include for technical or platform-based services

5. Business Continuity: Disaster recovery and business continuity requirements - include for critical service relationships

6. Non-Competition: Restrictions on competitive activities - include when parties operate in overlapping markets

7. Insurance Requirements: Specific insurance coverage obligations - include for high-risk activities

8. Client Allocation: Rules for handling shared or referred clients - include when client sharing is part of the arrangement

1. Schedule 1 - Service Description: Detailed description of specific services and operational procedures

2. Schedule 2 - Fee Schedule: Detailed commission structures and payment calculations

3. Schedule 3 - Technical Requirements: Technical specifications and integration requirements

4. Schedule 4 - Compliance Procedures: Detailed compliance protocols and requirements

5. Schedule 5 - Contact Details: Key personnel and escalation contacts

6. Appendix A - Required Documentation: List of required regulatory and due diligence documents

7. Appendix B - Data Processing Agreement: Detailed GDPR-compliant data processing terms

8. Appendix C - Service Level Metrics: Specific performance indicators and measurement criteria