1. Introduction record

The record should identify the introducer, introduced parties, date, channel, opportunity, transaction purpose and evidence that the recipient did not already have an active independent relationship.

2. Protected scope

Protection should apply only to defined parties, affiliates where justified, assets, licences, products, countries or transactions. A schedule may be updated by written notice or acknowledgement.

3. Fee trigger

Define whether the fee is triggered by signing, closing, payment receipt, shipment, licence transfer, capital funding, commercial production or another event. Partial and staged transactions should be addressed.

4. Payment protection

State invoice timing, currency, taxes, bank route, payment deadline, late-payment treatment, evidence and audit rights. Payment should be made only to a verified account belonging to the lawful payee.

5. Exclusions

Document demonstrable pre-existing relationships, publicly sourced opportunities, independently generated transactions or parties expressly excluded before introduction.

6. No hidden commission

Where applicable law, fiduciary duties, public procurement rules or client contracts require disclosure or consent, fee arrangements must be transparent to the necessary parties.

7. Written mandate priority

A transaction-specific signed mandate supersedes general platform references regarding the fee, protected parties, term, governing law and dispute mechanism.