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1. Compliance with Laws: Specific section addressing compliance with relevant regulations - include when dealing with regulated industries like financial services or real estate

2. Non-Solicitation: Prevents parties from directly soliciting each other's clients - include when protecting established client relationships is crucial

3. Exclusivity: Establishes whether the referral arrangement is exclusive - include when parties want to restrict referrals to other providers

4. Marketing and Promotion: Guidelines for how the referral relationship can be marketed - include when public promotion of the relationship is intended

5. Reporting Requirements: Details specific reporting obligations - include when tracking and reporting of referrals is important for compliance or commercial reasons

6. Dispute Resolution: Specific procedures for resolving disputes - include when parties want to specify mediation or arbitration processes

7. Insurance Requirements: Specifies required insurance coverage - include when referrals involve high-value transactions or regulated activities

8. Data Protection: Detailed provisions for handling personal data - include when referrals involve sharing significant personal information

1. Fee Schedule: Detailed breakdown of fee structures, including any variable rates or special conditions

2. Referral Process: Step-by-step procedure for making and processing referrals

3. Approved Marketing Materials: Templates or guidelines for marketing the referral relationship

4. Service Level Agreement: Specific performance metrics and service standards

5. Compliance Checklist: List of regulatory requirements and compliance procedures

6. Contact Details: Key contacts and communication protocols for both parties