1. Insurance Requirements: Required when the broker deals with insurance products, specifying insurance-specific regulatory requirements

2. Investment Services: Required when the broker provides investment services, including MiFID II compliance requirements

3. Exclusivity: Used when the broker is appointed on an exclusive basis for certain products or territories

4. Sub-Brokers and Introducers: Required when the broker is permitted to appoint sub-brokers or work with introducers

5. International Services: Required when the broker provides cross-border services

6. Marketing and Promotion: Detailed marketing requirements and restrictions, if the broker has significant marketing responsibilities

7. Information Technology: Required when specific software or systems are provided by the principal

8. Training Requirements: Used when specific training obligations are imposed on the broker

1. Schedule 1 - Products and Services: Detailed list of authorized products and services the broker can offer

2. Schedule 2 - Commission Rates: Detailed commission structures and calculation methods

3. Schedule 3 - Service Levels: Performance standards and service level requirements

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

5. Schedule 5 - Reporting Requirements: Templates and requirements for periodic reporting

6. Schedule 6 - Approved Sub-Brokers: List of approved sub-brokers if applicable

7. Appendix A - Required Documentation: Lists of required documentation for customer onboarding

8. Appendix B - Marketing Guidelines: Detailed marketing and branding guidelines