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1. Exclusivity: Used when the referrer is granted exclusive rights for certain territories or client types

2. Non-Solicitation: Include when parties wish to prevent solicitation of each other's clients or employees

3. Intellectual Property: Needed when the arrangement involves use of trademarks or other IP

4. Data Protection: Required when personal data will be shared as part of the referral process

5. Marketing and Promotion: Include when specific marketing activities or brand usage guidelines need to be established

6. Dispute Resolution: Optional section for specific dispute resolution procedures beyond standard court proceedings

7. Insurance Requirements: Include when specific insurance coverage is required for the referrer

8. Training and Support: Used when the receiving party will provide training or support to the referrer

1. Schedule A - Fee Structure: Detailed breakdown of fee calculations, tiers, and special circumstances

2. Schedule B - Referral Process: Step-by-step procedure for making and processing referrals

3. Schedule C - Approved Marketing Materials: Templates or guidelines for marketing and promotional materials

4. Schedule D - Territorial Restrictions: Detailed description of any geographical or market restrictions

5. Appendix 1 - Reporting Template: Standard format for tracking and reporting referrals

6. Appendix 2 - Contact Information: Key contacts and escalation procedures for both parties