1. Custody Arrangements: Required when a third-party custodian is involved in holding client assets

2. Foreign Investment Provisions: Needed when international investments are part of the strategy

3. Delegation and Sub-Advisory: Include when the money manager may delegate certain functions to third parties

4. Environmental, Social and Governance (ESG) Guidelines: Required when specific ESG investment criteria are part of the mandate

5. Performance Fees: Include when performance-based compensation is part of the fee structure

6. Client Representatives: Needed when dealing with institutional clients or multiple authorized representatives

7. Force Majeure: Optional provisions for extraordinary circumstances affecting contract performance

1. Schedule 1 - Investment Guidelines: Detailed investment parameters, restrictions, and benchmarks

2. Schedule 2 - Fee Schedule: Comprehensive breakdown of all fees, charges, and calculation methodologies

3. Schedule 3 - Authorized Persons: List of individuals authorized to give instructions on behalf of the client

4. Schedule 4 - Reporting Requirements: Specific reporting formats, frequencies, and content requirements

5. Appendix A - Risk Disclosure Statement: Detailed disclosure of investment risks and potential conflicts of interest

6. Appendix B - Privacy Policy: Detailed privacy and data protection policies

7. Appendix C - Compliance Procedures: Overview of compliance procedures and regulatory requirements