1. Regulatory Compliance: Required when referrals involve regulated activities or financial services

2. Exclusivity: Used when parties agree to exclusive referral arrangements

3. Performance Targets: Include when minimum referral volumes or performance metrics apply

4. International Referrals: Required when referrals cross international borders

5. Training and Support: Include when referrer requires specific training or ongoing support

6. Marketing and Branding: Used when specific marketing requirements or brand usage rules apply

7. Non-Solicitation: Include to prevent parties from directly soliciting referred clients

8. Dispute Resolution: Optional detailed dispute resolution procedures beyond standard court jurisdiction

1. Schedule 1 - Referral Process: Detailed step-by-step process for making and handling referrals

2. Schedule 2 - Fee Structure: Detailed breakdown of referral fees, commission rates, and calculation methods

3. Schedule 3 - Data Processing Agreement: GDPR-compliant data processing terms and requirements

4. Schedule 4 - Service Level Agreement: Performance metrics and response time requirements

5. Schedule 5 - Approved Marketing Materials: Templates and guidelines for referral marketing

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

7. Appendix B - Contact Details: Key contacts and escalation procedures for both parties