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1. Non-Competition: Restrictions on Agent's competitive activities, recommended when Agent will have access to sensitive client information

2. Insurance Requirements: Specific insurance obligations, necessary when Agent handles high-value transactions

3. Marketing and Branding: Guidelines for using Principal's branding, relevant when Agent represents Principal to clients

4. Training Requirements: Specific training obligations, important when dealing with complex financial products

5. Client Management: Procedures for client acquisition and management, relevant for client-facing roles

6. Dispute Resolution: Alternative dispute resolution procedures, recommended for high-value agreements

7. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in volatile markets

8. Assignment and Delegation: Rules for transferring rights or obligations, important for larger agencies

1. Schedule 1 - Services Description: Detailed description of authorized financial services and products

2. Schedule 2 - Compensation Structure: Detailed commission rates, fee calculations, and payment terms

3. Schedule 3 - Compliance Procedures: Specific compliance requirements and procedures

4. Schedule 4 - Reporting Templates: Standard forms and templates for required reports

5. Schedule 5 - Territory Definition: Geographic scope of Agent's authority if territorially limited

6. Appendix A - Required Licenses: List of regulatory licenses and certifications required

7. Appendix B - Data Protection Protocols: Detailed GDPR compliance procedures

8. Appendix C - Risk Management Guidelines: Specific risk management procedures and limits