1. Exclusivity: Used when the referral arrangement is exclusive, defining the terms of exclusivity

2. Training and Support: Include when the recipient will provide training or support to the referrer

3. Marketing and Promotion: Include when specific marketing arrangements or restrictions need to be defined

4. Compliance with Professional Standards: Include when either party is subject to professional body regulations

5. Anti-corruption Compliance: Include for high-value contracts or when dealing with public sector projects

6. Dispute Resolution: Include when specific dispute resolution mechanisms (e.g., arbitration) are preferred

7. Insurance Requirements: Include when specific insurance coverage is required for the referral arrangement

8. Data Protection: Include when personal data will be shared as part of the referral process

1. Schedule 1: Fee Calculator: Detailed breakdown of fee calculation methods, including examples

2. Schedule 2: Referral Territory: Geographic areas or market segments covered by the agreement

3. Schedule 3: Reporting Template: Standard format for tracking and reporting referrals

4. Schedule 4: Service Level Agreement: Performance standards and metrics for the referral process

5. Appendix A: Referral Form: Standard form for submitting referrals

6. Appendix B: Compliance Checklist: Checklist ensuring compliance with relevant regulations

7. Appendix C: Contact Details: Key contact persons and their details for both parties