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1. Non-Solicitation: Prevents parties from directly soliciting each other's clients or employees - include when dealing with sensitive business relationships

2. Exclusivity: Establishes whether the referral arrangement is exclusive - include when exclusivity is part of the business arrangement

3. Intellectual Property: Protects trademarks and marketing materials - include when branding and marketing materials are shared

4. Insurance: Requires parties to maintain specific insurance coverage - include for high-risk industries or substantial referral arrangements

5. Compliance with Industry Regulations: Adds specific regulatory compliance requirements - include for regulated industries like financial services

6. Marketing and Promotion: Sets rules for marketing the referral relationship - include when public promotion is contemplated

7. Force Majeure: Addresses unforeseen circumstances - include for long-term or high-value arrangements

1. Schedule 1 - Compensation Rates: Detailed breakdown of referral fees, commission rates, and calculation methods

2. Schedule 2 - Referral Procedures: Step-by-step process for making and tracking referrals

3. Schedule 3 - Reporting Requirements: Templates and timing for referral reporting and tracking

4. Schedule 4 - Approved Marketing Materials: Pre-approved marketing content and usage guidelines

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

6. Appendix B - Data Processing Requirements: Specific procedures for handling personal data in compliance with Hong Kong law