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1. Exclusivity: Used when the Introducer is granted exclusive rights for specific territories or client types

2. Training and Support: Included when the Company provides specific training or support systems to the Introducer

3. Marketing and Branding: Required when the Introducer will use the Company's branding or marketing materials

4. Performance Targets: Added when specific introduction targets or performance metrics are required

5. Professional Indemnity Insurance: Included when mandatory insurance requirements need to be specified

6. Non-Competition: Used when restrictions on competing activities are required

7. Audit Rights: Added when the Company requires rights to audit the Introducer's activities

1. Fee Schedule: Detailed breakdown of fee structures, rates, and calculation methods

2. Territory Schedule: Definition of geographical areas or market segments covered by the agreement

3. Compliance Requirements: Detailed regulatory compliance procedures and requirements

4. Reporting Templates: Standard forms and templates for introduction reports and fee calculations

5. Service Level Requirements: Detailed service standards and performance metrics

6. Approved Marketing Materials: List of approved marketing materials and usage guidelines

7. Data Processing Requirements: Detailed procedures for handling personal information under POPIA