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1. Non-Solicitation: Restrictions on soliciting employees or customers, used when parties have significant market overlap

2. Training and Support: Details of training provided to agent, included when complex products/services are involved

3. Marketing and Branding: Guidelines for using principal's trademarks and marketing materials, needed when agent will conduct marketing activities

4. Audit Rights: Principal's right to audit agent's referral records, important for high-volume or high-value referral arrangements

5. Insurance Requirements: Specific insurance coverage requirements, necessary for high-risk industries

6. Dispute Resolution: Alternative dispute resolution procedures, useful for international or high-value agreements

7. Service Level Requirements: Performance standards for both parties, important for customer service-focused arrangements

1. Schedule A - Referral Fee Structure: Detailed breakdown of commission rates, tiers, and calculation methods

2. Schedule B - Referred Products/Services: List of products or services covered by the referral arrangement

3. Schedule C - Referral Territory: Detailed description of geographical or market territory for referrals

4. Schedule D - Reporting Requirements: Templates and procedures for referral tracking and reporting

5. Schedule E - Data Protection Protocols: Specific procedures for handling customer data and ensuring privacy compliance

6. Appendix 1 - Referral Documentation Forms: Standard forms and templates for documenting referrals

7. Appendix 2 - Compliance Checklist: Checklist ensuring compliance with relevant Canadian regulations