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1. Performance Targets: Include when specific performance metrics are required for the sub-agent

2. Training and Support: Include when the principal agent provides specific training or support services

3. Insurance Requirements: Include when specific insurance coverage is required from the sub-agent

4. Data Protection: Include when personal data processing is involved, ensuring POPIA compliance

5. Marketing and Branding: Include when specific marketing requirements or brand usage guidelines apply

6. Stock Handling: Include when the sub-agent will handle physical inventory

7. Customer Service Standards: Include when specific customer service levels need to be maintained

8. Compliance Requirements: Include when specific regulatory compliance requirements apply (e.g., FAIS Act)

1. Schedule 1: Territory Definition: Detailed description of the geographical area or market segment covered

2. Schedule 2: Commission Structure: Detailed breakdown of commission rates, calculations, and examples

3. Schedule 3: Products and Services: List of products/services the sub-agent is authorized to represent

4. Schedule 4: Reporting Templates: Standard forms and templates for required reports

5. Schedule 5: Performance Metrics: Detailed KPIs and measurement criteria

6. Schedule 6: Operating Procedures: Detailed operational guidelines and procedures

7. Appendix A: Main Agency Agreement Extract: Relevant excerpts from the main agency agreement

8. Appendix B: Compliance Checklist: Regulatory and operational compliance requirements