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1. White Labeling: Include when the broker will be operating under the insurer's brand

2. Digital Services: Include when the broker provides online platforms or digital services

3. Claims Handling Authority: Include when the broker is authorized to handle claims

4. Risk Management Services: Include when the broker provides additional risk management services

5. Training Requirements: Include when specific training or certification requirements exist beyond regulatory minimums

6. Marketing and Promotion: Include when the broker has specific marketing responsibilities or restrictions

7. Delegated Authority: Include when the broker has binding authority

8. Sub-Broking Arrangements: Include when sub-broking is permitted

9. International Operations: Include for cross-border activities

1. Schedule 1 - Commission Rates: Detailed breakdown of commission structures and payment terms

2. Schedule 2 - Products and Services: List of authorized insurance products and services

3. Schedule 3 - Service Levels: Performance metrics and service level requirements

4. Schedule 4 - Regulatory Requirements: Specific regulatory obligations and compliance requirements

5. Schedule 5 - Reporting Requirements: Templates and frequencies for required reports

6. Schedule 6 - Systems and Security: IT requirements and security protocols

7. Appendix A - Documentation Requirements: Templates for customer documentation and forms

8. Appendix B - Claims Procedures: Detailed claims handling procedures if applicable

9. Appendix C - Compliance Checklist: Regulatory compliance checklist and requirements