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1. Service Level Requirements: Used when specific performance metrics need to be maintained

2. Marketing and Promotion: Include when parties need to specify how the referral relationship will be marketed

3. Training Requirements: Include when specific training is needed for handling referrals

4. Data Protection: Detailed section when significant personal data is being shared

5. Non-Solicitation: Include when parties want to prevent direct solicitation of referred clients

6. Dispute Resolution: Include when parties want specific dispute resolution procedures

7. Insurance Requirements: Include when specific insurance coverage is needed for the referral activities

8. Reporting Requirements: Include when regular reporting of referral activities is needed

1. Schedule A - Referral Fee Structure: Detailed breakdown of fee calculations and payment terms

2. Schedule B - Territory Definition: Detailed description or map of the exclusive territory

3. Schedule C - Referral Process Workflow: Detailed step-by-step process flow for referrals

4. Schedule D - Required Documentation: Forms and documents required for processing referrals

5. Schedule E - Service Level Metrics: Specific performance metrics and standards if applicable

6. Appendix 1 - Sample Referral Forms: Templates for referral documentation

7. Appendix 2 - Compliance Checklist: Checklist for ensuring compliance with regulatory requirements