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1. Non-Solicitation: Restrictions on soliciting introduced clients or employees, used when there's significant risk of client/employee poaching

2. Marketing and Branding: Rules for using each party's branding and marketing materials, included when joint marketing is contemplated

3. Training and Support: Details of any training or support provided to the introducing broker, included when ongoing support is part of the relationship

4. Performance Targets: Specific introduction targets and consequences of meeting/missing them, used in performance-based relationships

5. Additional Services: Framework for additional services beyond basic introductions, included when broader collaboration is anticipated

6. Client Ownership: Clarification of client relationship ownership rights, important when there's potential for dispute over client relationships

7. Dispute Resolution: Specific dispute resolution procedures, included when parties want alternative dispute resolution mechanisms

1. Schedule 1 - Fee Schedule: Detailed breakdown of commission rates, fee calculations, and payment terms

2. Schedule 2 - Introduction Procedures: Step-by-step process for making introductions, including required documentation and timeframes

3. Schedule 3 - Compliance Requirements: Specific regulatory requirements and compliance procedures to be followed

4. Schedule 4 - Approved Territories: List of jurisdictions where the introducing broker is authorized to make introductions

5. Schedule 5 - Required Client Information: Template forms and lists of required client information for successful introductions

6. Appendix A - Data Processing Agreement: Detailed GDPR-compliant data processing terms and procedures

7. Appendix B - Service Level Agreement: Performance standards and response times for both parties