1. Proxy Voting: Terms regarding the exercise of voting rights attached to investments, used when the manager will have voting authority

2. Securities Lending: Terms governing any securities lending program, included if securities lending is part of the mandate

3. Foreign Exchange Transactions: Provisions for currency hedging and FX trading, needed for portfolios with foreign currency exposure

4. ESG Investment Criteria: Environmental, Social and Governance investment criteria, included when client requires ESG considerations

5. Sub-Advisory Arrangements: Terms governing the appointment of sub-advisors, included if sub-advisors will be used

6. Performance Fee Structure: Detailed performance fee calculations and high-water mark provisions, included for agreements with performance-based compensation

7. Client Direction for Non-Discretionary Accounts: Process for obtaining client approval for transactions, included for non-discretionary mandates

1. Schedule A - Investment Guidelines: Detailed investment objectives, constraints, asset allocation ranges, and permitted investments

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

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

4. Schedule D - Reporting Requirements: Specific reports to be provided, including format, frequency, and content

5. Schedule E - Sub-Advisors: List of approved sub-advisors and their mandates, if applicable

6. Schedule F - Risk Disclosure Statement: Detailed disclosure of investment risks specific to the mandate

7. Appendix 1 - KYC Documentation: Know Your Client information and investment suitability assessment

8. Appendix 2 - Custody Agreement: Terms of custody arrangement if integrated with the investment management agreement