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

2. Exclusivity: Establishes exclusive referral arrangements - include when parties agree to refer business only to each other in specified areas

3. Marketing and Branding: Governs use of trademarks and marketing materials - include when parties will cross-promote services

4. Data Protection: Addresses handling of personal data - include when referrals involve sharing personal information

5. Service Level Requirements: Sets quality standards for referred services - include when service quality is critical

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

7. Compliance with Industry Regulations: Addresses specific regulatory requirements - include for regulated industries like healthcare or financial services

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of referral fees, including calculation methods and examples

2. Schedule 2 - Referral Process Workflow: Step-by-step process for making and managing referrals

3. Schedule 3 - Service Descriptions: Detailed description of services covered by the referral arrangement

4. Schedule 4 - Approved Marketing Materials: Templates and guidelines for co-branded marketing materials

5. Schedule 5 - Contact Details: Key contact information for both parties, including escalation procedures

6. Schedule 6 - Reporting Templates: Standard formats for tracking and reporting referrals

7. Appendix A - Compliance Requirements: Specific regulatory or compliance requirements applicable to the referral arrangement