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1. Non-Solicitation: Restrictions on soliciting employees or customers, included when protecting customer relationships is crucial

2. Service Levels: Specific performance metrics and standards, included when quantifiable targets are required

3. Marketing and Promotion: Rules for marketing and promoting the referral relationship, included when public promotion is planned

4. Audit Rights: Rights to audit referral activities and payments, included for high-value or regulated relationships

5. Insurance Requirements: Specific insurance coverage requirements, included when referral activities carry significant risks

6. Regulatory Compliance: Additional regulatory requirements, included for regulated industries like financial services

7. Territory Restrictions: Geographic limitations on referral activities, included when territorial exclusivity is granted

1. Schedule 1 - Referral Fees: Detailed fee structure, commission rates, and calculation methods

2. Schedule 2 - Referral Process: Step-by-step procedures for making and processing referrals

3. Schedule 3 - Reporting Requirements: Format and frequency of referral activity reports

4. Schedule 4 - Data Processing Agreement: Detailed GDPR-compliant data processing terms

5. Schedule 5 - Approved Marketing Materials: Pre-approved marketing content and usage guidelines

6. Appendix A - Contact Details: Key contact information for both parties

7. Appendix B - Service Description: Detailed description of services eligible for referral