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1. Exclusivity: Used when parties agree to exclusive referral arrangements

2. Performance Targets: Include when minimum referral volumes or targets are required

3. Training and Support: When receiving company provides training to referring party

4. Marketing and Branding: Guidelines for using company brands in referral activities

5. Compliance Requirements: Industry-specific compliance obligations

6. International Referrals: Special terms for cross-border referrals

7. Non-Solicitation: Restrictions on soliciting referred clients or employees

8. Audit Rights: Right to audit referral records and commission calculations

9. Insurance Requirements: Specific insurance coverage requirements for parties

1. Schedule A - Commission Rates: Detailed commission structure including any tiered rates

2. Schedule B - Referral Process: Detailed operational procedures for referral submission and tracking

3. Schedule C - Reporting Template: Standard format for referral and commission reports

4. Schedule D - Compliance Checklist: Required compliance steps for making referrals

5. Appendix 1 - Approved Marketing Materials: Pre-approved marketing content and messaging

6. Appendix 2 - Contact Details: Key contacts for both parties for various purposes