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1. Non-Competition: Restrictions on competing activities, used when protecting the broker's client base is crucial

2. Training Requirements: Specific training obligations, included when the broker provides proprietary systems or methods

3. Marketing and Branding: Rules for using the broker's brand, included when sub-broker will represent the broker's brand

4. Client Transfer Provisions: Procedures for transferring clients upon termination, used in wealth management contexts

5. International Operations: Additional provisions for cross-border activities, included when operating internationally

6. Technology Usage: Terms for using broker's proprietary technology systems, included when specific platforms are provided

7. Performance Standards: Specific performance metrics and requirements, used when implementing performance-based compensation

1. Schedule A - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods

2. Schedule B - Approved Products and Services: List of products and services the sub-broker is authorized to sell or promote

3. Schedule C - Compliance Procedures: Detailed compliance requirements and procedures

4. Schedule D - Required Reports: Templates and timing for required reporting

5. Schedule E - Insurance Requirements: Specific insurance types and coverage limits required

6. Appendix 1 - Registration Documentation: Copies of licenses, registrations, and certifications

7. Appendix 2 - Technology Systems Access Agreement: Terms and conditions for access to broker's technology platforms