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1. Non-Compete and Non-Solicitation: Include when restricting the broker's ability to work with competitors or solicit clients

2. Intellectual Property: Include when the broker will be using the principal's branding or creating materials

3. Insurance Requirements: Include when specific insurance coverage is required from the broker

4. Performance Targets: Include when setting specific performance metrics or sales targets

5. Training and Support: Include when the principal provides specific training or support services

6. Sub-brokers: Include when the broker is permitted to engage sub-brokers

7. Data Protection: Include when handling significant personal or sensitive data

8. Force Majeure: Include when specific provisions for unforeseen circumstances are needed

1. Commission Rates Schedule: Detailed breakdown of commission rates for different products or services

2. Territory Description: Detailed description of the geographical or market territory assigned to the broker

3. Approved Products/Services: List of products or services the broker is authorized to sell or promote

4. Reporting Templates: Standard forms and templates for required reports and documentation

5. Service Level Requirements: Detailed performance standards and service level expectations

6. Compliance Procedures: Specific procedures for maintaining regulatory compliance