1. Non-Compete Clause: Restrictions on broker's ability to work with competitors, used when dealing with sensitive products or markets

2. Professional Indemnity Insurance: Requirements for professional insurance coverage, mandatory for certain types of financial products

3. Marketing and Branding: Guidelines for use of principal's branding, needed when broker represents principal to clients

4. Training Requirements: Specific training obligations, included when dealing with specialized financial products

5. Reporting Requirements: Detailed reporting obligations, necessary for complex product distributions

6. Sub-broker Arrangements: Terms for managing sub-broker relationships, used when sub-brokers are permitted

7. Data Protection: Specific data protection requirements, essential when handling personal financial information

8. Force Majeure: Provisions for unforeseen circumstances, optional but recommended for long-term arrangements

1. Commission Rates Schedule: Detailed breakdown of commission rates for different products or services

2. Product Schedule: List of authorized products or services the broker may sell

3. Territory Schedule: Definition of geographical areas or markets where broker is authorized to operate

4. Service Level Agreement: Detailed performance metrics and service standards

5. Compliance Procedures: Specific compliance requirements and procedures

6. Required Documentation: Lists of required documentation for different types of transactions

7. Broker Credentials: Copies of broker's licenses, certifications, and registrations

8. Contact Details: Key contact information for both parties including escalation procedures