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1. Insurance Requirements: Detailed insurance obligations - include when broker needs specific coverage types

2. White Labeling: Provisions for white-labeled services - include when broker will use principal's branding

3. Marketing and Branding: Rules for marketing and brand usage - include when broker will conduct marketing activities

4. Intellectual Property: IP rights and usage - include when significant IP elements are involved

5. Non-Competition: Competitive restrictions - include when exclusivity is required

6. Sub-Brokers: Rules for appointing sub-brokers - include when sub-delegation is permitted

7. Service Levels: Detailed service level agreements - include for complex service arrangements

8. Business Continuity: Business continuity requirements - include for critical service relationships

1. Schedule 1 - Services Description: Detailed description of authorized broker services and products

2. Schedule 2 - Commission Structure: Detailed commission rates, calculation methods, and payment terms

3. Schedule 3 - Operating Procedures: Day-to-day operational procedures and requirements

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

5. Schedule 5 - Required Reports: Templates and requirements for periodic reporting

6. Schedule 6 - Key Personnel: List of key personnel and their roles (if applicable)

7. Appendix A - Documentation Requirements: Required documentation for client onboarding and transactions

8. Appendix B - Technology Requirements: Technical specifications and system requirements

9. Appendix C - Contact Details: Contact information for key personnel and departments