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1. Marketing and Promotion: Guidelines for marketing activities and use of promotional materials - include when referrer will be involved in marketing activities

2. Training Requirements: Specific training obligations for referrer's staff - include when referrer needs product knowledge training

3. Performance Metrics: Specific targets and performance evaluation criteria - include when agreement includes performance-based compensation

4. Territory Restrictions: Geographic limitations on referral activities - include for agreements with territorial exclusivity

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

6. Insurance Requirements: Specific insurance coverage requirements for referrer - include when referrer needs professional liability coverage

7. Compliance Training: Specific regulatory compliance training requirements - include when referrer needs regulatory awareness training

1. Schedule A - Compensation Schedule: Detailed breakdown of referral fees, commission structures, and payment terms

2. Schedule B - Referral Procedures: Detailed operational procedures and workflows for the referral process

3. Schedule C - Privacy and Data Protection Requirements: Specific requirements for handling personal information and maintaining data security

4. Schedule D - Approved Marketing Materials: List of approved marketing materials and usage guidelines

5. Appendix 1 - Referral Forms: Standard forms and templates used in the referral process

6. Appendix 2 - Compliance Checklist: Checklist of regulatory compliance requirements and procedures

7. Appendix 3 - Contact Information: Key contacts and escalation procedures for both parties