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1. Non-Solicitation: Used when parties want to prevent direct solicitation of referred clients, typically included in higher-value or exclusive arrangements

2. White Label Services: Include when one broker will provide services under the other broker's brand

3. International Transactions: Required when the agreement covers cross-border referrals, including specific provisions for international deals

4. Marketing and Co-Branding: Include when parties agree to joint marketing efforts or brand usage

5. Professional Insurance: Used when specific insurance requirements need to be maintained by either party

6. Dispute Resolution: Optional alternative dispute resolution procedures, such as mediation before litigation

7. Force Majeure: Include when parties want specific provisions for handling unforeseen circumstances

8. Sub-Referral Rights: Include when allowing or prohibiting the further referral of clients to third parties

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of referral fee percentages, calculation methods, and examples

2. Schedule 2 - Referral Territory: Specific geographical areas or market segments covered by the agreement

3. Schedule 3 - Required Client Information: Template and checklist for minimum information required for each referral

4. Schedule 4 - Communication Protocols: Detailed procedures for handling referrals, including response times and reporting requirements

5. Schedule 5 - Compliance Requirements: Specific regulatory requirements and compliance procedures for both parties

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

7. Appendix B - Professional Licenses: Copies of current professional licenses and registrations