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1. Non-Solicitation: Used when parties want to prevent direct solicitation of referred clients

2. Intellectual Property: Include when sharing of branded materials or technology is involved

3. Service Levels: Add when specific performance metrics need to be maintained

4. Regulatory Compliance: Include for regulated industries (e.g., financial services, legal services)

5. Insurance: Add when specific insurance coverage requirements exist

6. Marketing and Promotion: Include when parties agree to specific marketing arrangements

7. Dispute Resolution: Add when specific dispute resolution procedures are required beyond court jurisdiction

1. Schedule 1 - Referral Fee Schedule: Detailed breakdown of commission rates and calculation methods

2. Schedule 2 - Referral Process Workflow: Step-by-step process flow for handling referrals

3. Schedule 3 - Required Client Information: Template for minimum information required for referrals

4. Schedule 4 - Data Processing Agreement: GDPR-compliant data processing terms

5. Schedule 5 - Approved Marketing Materials: Templates and guidelines for co-branded marketing

6. Appendix A - Contact Details: Key contact information for both parties

7. Appendix B - Reporting Templates: Standard formats for referral tracking and reporting