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1. Non-Solicitation: Prevents parties from directly soliciting referred clients, used when there's risk of client poaching

2. Marketing and Branding: Guidelines for using each other's brands and marketing materials, included when joint marketing is planned

3. Service Level Requirements: Specific performance standards for handling referrals, used in high-volume or specialized referral relationships

4. Dispute Resolution: Alternative dispute resolution procedures, included for complex relationships or high-value referrals

5. Insurance Requirements: Specific insurance coverage requirements, included when referrals involve regulated activities or high-risk services

6. Compliance with Industry Regulations: Additional compliance requirements for specific industries, included when parties operate in regulated sectors

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of commission rates, fee calculations, and payment terms

2. Schedule 2 - Referral Procedures: Step-by-step process for making and managing referrals, including forms and templates

3. Schedule 3 - Approved Services: List of services or products covered under the referral arrangement

4. Schedule 4 - Contact Information: Key contact persons and their details for each party

5. Appendix A - Referral Form Template: Standard form for making referrals

6. Appendix B - Reporting Templates: Templates for tracking and reporting referral activities