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1. Non-Compete: Restricts parties from competing activities - include when protecting business interests is crucial

2. Intellectual Property Rights: Addresses ownership of IP - include when referrals involve creation or sharing of intellectual property

3. Data Protection: Detailed data handling procedures - include when significant personal data is processed

4. Marketing and Promotion: Guidelines for marketing the referral relationship - include when public promotion is planned

5. Dispute Resolution: Specific procedures for resolving disputes - include when parties prefer alternative dispute resolution

6. Insurance Requirements: Specifies required insurance coverage - include when dealing with high-value consulting services

7. Force Majeure: Addresses unforeseen circumstances - include when long-term or high-value relationships are involved

1. Schedule A - Fee Schedule: Detailed breakdown of referral fee calculations and payment structures

2. Schedule B - Referral Process Flow: Step-by-step process for making and processing referrals

3. Schedule C - Approved Marketing Materials: Templates and guidelines for promoting the referral relationship

4. Schedule D - Compliance Requirements: Specific regulatory requirements and compliance procedures

5. Appendix 1 - Referral Form Template: Standard form for submitting referrals

6. Appendix 2 - Service Categories: List of consulting services covered by the referral arrangement