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1. Non-Compete: Restrictions on competing activities, used when sharing sensitive market information

2. Training and Support: Details of training provided to referral partner, included when complex products/services are involved

3. Marketing Guidelines: Specific rules for marketing and promotion, needed when partner conducts active marketing

4. Service Levels: Performance metrics and standards, included for high-volume referral relationships

5. Audit Rights: Right to audit referral activities, important for regulated industries

6. Insurance Requirements: Specific insurance coverage requirements, needed for high-risk activities

7. Compliance with Industry Regulations: Specific regulatory requirements, included for regulated sectors

8. Sub-referral Rights: Rights to appoint sub-referral partners, used in multi-tier referral structures

1. Schedule 1 - Compensation Structure: Detailed breakdown of referral fees, commission tiers, and bonus structures

2. Schedule 2 - Referral Criteria: Specific criteria for qualified referrals and acceptance process

3. Schedule 3 - Reporting Requirements: Templates and timing for referral reporting

4. Schedule 4 - Approved Marketing Materials: Pre-approved marketing content and materials

5. Appendix A - Data Processing Agreement: Detailed GDPR-compliant data processing terms

6. Appendix B - Service Description: Detailed description of products/services covered by referral arrangement

7. Appendix C - Territory Definition: Detailed description of geographical or market segment coverage