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1. Non-Solicitation: Prevents partner from soliciting company's customers or employees - include when protecting customer relationships is crucial

2. Marketing Guidelines: Specific rules for marketing and promotion - include when partner will conduct active marketing

3. Training and Support: Details of training provided to partner - include when complex products/services require partner education

4. Audit Rights: Right to audit partner's referral records - include for high-value referral programs

5. Insurance Requirements: Required insurance coverage - include when partners handle sensitive information or high-value referrals

6. Dispute Resolution: Specific procedures for resolving disputes - include when alternative dispute resolution is preferred

7. Territory Restrictions: Geographic limitations on referral activities - include when territorial exclusivity is granted

8. Compliance with Industry Regulations: Specific regulatory requirements - include for regulated industries

1. Schedule A - Compensation Structure: Detailed fee calculations, tiers, and bonus structures

2. Schedule B - Referral Submission Process: Step-by-step procedures and requirements for submitting referrals

3. Schedule C - Approved Marketing Materials: List of pre-approved marketing materials and usage guidelines

4. Schedule D - Service Level Agreement: Response times and service standards for referral processing

5. Appendix 1 - Referral Partner Code of Conduct: Ethical guidelines and acceptable practices

6. Appendix 2 - Privacy and Data Protection Requirements: Detailed privacy compliance requirements and procedures

7. Appendix 3 - Reporting Templates: Standard forms and templates for referral reporting