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1. Minimum Performance Requirements: Specific sales targets or performance metrics, used when the principal wants to ensure minimum activity levels

2. Training and Support: Details of training and support provided by the principal, included when significant product knowledge or training is required

3. Insurance Requirements: Specific insurance coverage requirements for the broker, included for high-value products or regulated industries

4. Marketing and Advertising: Guidelines for marketing activities and use of principal's branding, included when broker has marketing responsibilities

5. Sub-Brokers: Terms for engaging sub-brokers or assistants, included when the broker may need to delegate tasks

6. Data Protection: Specific provisions for handling customer data, included when significant customer information is processed

7. Intellectual Property: IP protection clauses, included when broker handles proprietary products or technology

1. Schedule A - Products and Services: Detailed list of products/services the broker is authorized to sell

2. Schedule B - Commission Rates: Detailed commission structure, including any variations by product or volume

3. Schedule C - Territory: Defined geographical area or market segment for broker's activities

4. Schedule D - Reporting Templates: Standard forms and formats for required reports

5. Schedule E - Performance Metrics: Specific KPIs and evaluation criteria

6. Appendix 1 - Code of Conduct: Ethical guidelines and professional standards for broker behavior

7. Appendix 2 - Operating Procedures: Detailed procedures for order processing, customer interaction, and documentation