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1. Non-Solicitation: Restrictions on soliciting referred clients or employees, used when protecting client relationships is crucial

2. Exclusivity: Terms for exclusive referral arrangements, included when parties agree to exclusive referral rights

3. Marketing and Promotion: Guidelines for marketing the referral relationship, used when public promotion is intended

4. Training and Support: Details of any training or support provided, included when complex products/services are involved

5. Audit Rights: Right to audit referral records and calculations, used in high-value or volume-based arrangements

6. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term arrangements

7. Data Protection Compliance: Detailed data protection provisions, required when significant personal data processing is involved

8. Insurance Requirements: Specific insurance obligations, included for high-risk or regulated industries

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fee calculations, tiers, and special cases

2. Schedule 2 - Referral Process Flowchart: Visual representation of the referral process and timeline

3. Schedule 3 - Approved Marketing Materials: Templates and guidelines for promoting the referral relationship

4. Schedule 4 - Service Level Requirements: Specific performance metrics and service standards

5. Schedule 5 - Compliance Checklist: Checklist of regulatory requirements and compliance procedures

6. Appendix A - Referral Report Template: Standard format for tracking and reporting referrals

7. Appendix B - Contact Details: Key contacts and escalation procedures for both parties