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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 whether the referral arrangement is exclusive. Include when parties want territorial or sector-specific exclusivity

3. Marketing and Branding: Guidelines for using each other's brands and marketing materials. Include when co-marketing is part of the arrangement

4. Training and Support: Details of any training or support provided to facilitate referrals. Include for complex products/services

5. Regulatory Compliance: Specific regulatory obligations, especially for financial services. Include when dealing with regulated industries

6. Service Levels: Performance standards for handling referrals. Include when specific service metrics are required

7. Dispute Resolution: Detailed dispute resolution procedures. Include when parties want specific resolution mechanisms

8. Insurance Requirements: Specific insurance coverage requirements. Include when risk management is crucial

1. Schedule 1: Referral Fee Structure: Detailed breakdown of referral fees, commission tiers, and calculation methods

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

3. Schedule 3: Products and Services: List of products or services covered under the referral arrangement

4. Schedule 4: Reporting Templates: Standard formats for tracking and reporting referrals

5. Schedule 5: Contact Details: Key contact persons and their details for both parties

6. Appendix A: Data Processing Terms: Detailed POPIA compliance requirements and data processing procedures

7. Appendix B: Marketing Guidelines: Approved marketing materials and brand usage guidelines