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1. Non-Compete: Optional restrictions on competitive activities, used when brokers operate in overlapping markets

2. Marketing and Branding: Guidelines for using each other's brands, needed when public co-marketing is planned

3. Training Requirements: Specific training obligations for handling referrals, included for complex product areas

4. Insurance Requirements: Professional liability insurance obligations, included for high-value transactions

5. Compliance with Industry Standards: Additional compliance requirements, needed for specialized sectors like securities

6. Force Majeure: Provisions for unforeseen circumstances, included for long-term agreements

7. Audit Rights: Rights to audit referral records, included for high-volume relationships

1. Schedule A - Commission Structure: Detailed breakdown of commission rates and payment terms

2. Schedule B - Referral Process Flow: Detailed workflow diagram of the referral process

3. Schedule C - Required Documentation: List of documents required for valid referrals

4. Schedule D - Territory Map: Geographical areas covered by the agreement

5. Schedule E - Contact Details: Key contact persons and escalation matrix

6. Appendix 1 - Referral Form Template: Standard form for making referrals

7. Appendix 2 - Commission Calculator: Formula and examples for commission calculations