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1. Non-Solicitation: Restrictions on soliciting clients or employees, included when parties want to protect their client base

2. Marketing and Branding: Rules for using each party's brand and marketing materials, included when broker will engage in marketing activities

3. Training Requirements: Specific training obligations for broker's staff, included when complex products are involved

4. Insurance Requirements: Professional indemnity insurance obligations, included for higher-risk arrangements

5. Dispute Resolution: Mediation or arbitration procedures, included when parties prefer alternative dispute resolution

6. Business Continuity: Business continuity and disaster recovery requirements, included for critical business relationships

1. Schedule 1 - Fee Schedule: Detailed compensation structure and calculation methods

2. Schedule 2 - Introduction Procedures: Step-by-step process for client introductions and documentation requirements

3. Schedule 3 - Compliance Requirements: Detailed compliance procedures and requirements

4. Schedule 4 - Approved Products/Services: List of products/services the broker is authorized to promote

5. Appendix A - Required Client Documentation: Templates and forms for client onboarding

6. Appendix B - Authorized Personnel: List of authorized representatives from both parties

7. Appendix C - Marketing Guidelines: Guidelines for marketing and promotional activities