1. Custody Arrangements: Required when the investment manager is involved in custody arrangements or recommendations

2. Proxy Voting: Include when the investment manager will have authority to vote proxies

3. Foreign Investment Provisions: Required when portfolio includes non-Canadian investments

4. Sub-Advisory Arrangements: Include when third-party sub-advisors may be engaged

5. Performance Standards: Optional section for defining specific performance benchmarks

6. ESG Investment Criteria: Include when environmental, social, and governance factors are part of the investment strategy

7. Securities Lending: Required when securities lending activities are contemplated

8. Client Direction for Specific Investments: Include when client requires certain investments to be maintained

1. Schedule A - Investment Policy Statement: Detailed investment objectives, strategy, asset allocation, and restrictions

2. Schedule B - Fee Schedule: Detailed breakdown of all fees, calculations, and payment terms

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

4. Schedule D - Reporting Requirements: Specific details of required reports, frequency, and content

5. Schedule E - Risk Disclosure Statement: Detailed disclosure of investment risks and risk management approach

6. Appendix 1 - KYC Documentation: Client's know-your-client information and risk profile assessment

7. Appendix 2 - Custody Agreement: Details of custody arrangements if applicable

8. Appendix 3 - Compliance Procedures: Relevant compliance policies and procedures affecting the client relationship