1. Non-Compete: Restrictions on referrer's ability to refer to competitors - include when exclusivity is required

2. Marketing and Promotion: Guidelines for marketing the referral relationship - include when referrer will actively promote services

3. Training and Support: Details of any training or support provided - include when complex products/services are involved

4. Insurance: Insurance requirements - include when referrals involve regulated activities or high-risk services

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

6. Service Levels: Performance metrics and standards - include when specific service levels are crucial

7. Dispute Resolution: Detailed dispute resolution procedures - include for high-value arrangements

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

2. Schedule 2 - Referral Process Flow: Step-by-step process flow for referrals including timeframes and documentation

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

4. Schedule 4 - Compliance Requirements: Detailed compliance procedures and regulatory requirements

5. Schedule 5 - Data Processing Requirements: Specific data handling and protection procedures

6. Appendix A - Referral Report Template: Standard format for reporting referrals and tracking commissions