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1. Non-Compete Provisions: Restrictions on the referrer's ability to refer to other lenders - include if exclusivity is required

2. Marketing and Branding: Guidelines for using each party's branding and marketing materials - include if joint marketing is contemplated

3. Training Requirements: Specifications for training of referrer's staff - include if complex products require specific knowledge

4. Professional Indemnity Insurance: Requirements for insurance coverage - include if regulatory requirements or risk profile demands it

5. Data Protection: Detailed data handling and protection requirements - include if extensive customer data sharing is involved

6. Service Levels: Specific performance metrics and standards - include if service levels need to be measured and maintained

7. Audit Rights: Rights to audit referral activities and compliance - include for high-value or high-risk arrangements

1. Fee Schedule: Detailed breakdown of fee structures, calculations, and examples

2. Referral Process Flow: Step-by-step process for making and handling referrals

3. Required Information: List of information required for each referral

4. Compliance Checklist: Checklist of regulatory requirements and compliance obligations

5. Approved Marketing Materials: Templates or examples of approved marketing materials and disclaimers

6. Contact Details: Key contact persons and escalation points for both parties