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1. Non-Compete: Restricts parties from engaging in competitive activities - include when protecting business interests is crucial

2. Intellectual Property: Addresses ownership and use of IP - include when referrals involve creation or sharing of intellectual property

3. Marketing and Promotion: Guidelines for how parties can market the referral relationship - include when public promotion is planned

4. Dispute Resolution: Specific procedures for resolving disputes - include when parties want to specify mediation or arbitration processes

5. Insurance Requirements: Specifies required insurance coverage - include when services involve significant risks

6. Data Protection: Detailed data handling requirements - include when significant personal data processing is involved

7. Territory Restrictions: Defines geographical limitations - include when referrals are limited to specific regions

1. Schedule 1 - Fee Structure: Detailed breakdown of referral fee calculations and payment scenarios

2. Schedule 2 - Referral Process Workflow: Step-by-step process for making and managing referrals

3. Schedule 3 - Approved Marketing Materials: Templates or guidelines for marketing the referral relationship

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

5. Appendix B - Service Categories: List of consulting services covered by the referral arrangement