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1. Non-Solicitation: Restricts parties from directly soliciting each other's clients or employees - include when protecting client relationships is crucial

2. Exclusivity: Establishes whether the referral arrangement is exclusive - include when parties want territorial or sector-based exclusivity

3. Marketing and Branding: Guidelines for using each other's brands and marketing materials - include when joint marketing is contemplated

4. Training and Support: Details any training or support provided between parties - include when specific expertise transfer is needed

5. Insurance Requirements: Specifies required insurance coverage - include for high-risk or regulated industries

6. Data Protection: Addresses handling of personal data - include when dealing with sensitive customer information

7. Force Majeure: Covers unforeseeable circumstances - include for long-term or high-value arrangements

8. Assignment Rights: Controls ability to transfer agreement rights - include when protecting against unauthorized transfers

1. Schedule A - Fee Structure: Detailed breakdown of referral fees, including any tiered pricing or bonus structures

2. Schedule B - Referral Criteria: Specific criteria for qualified referrals and any exclusions

3. Schedule C - Territory Definition: Geographic or market segment definitions if territory-based restrictions apply

4. Schedule D - Reporting Templates: Standard forms for tracking and reporting referrals

5. Appendix 1 - Compliance Checklist: Regulatory compliance requirements and documentation checklist

6. Appendix 2 - Contact Information: Key contact details for both parties including escalation matrix