1. Custodian Provisions: Required when a third-party custodian is involved in holding the security

2. Foreign Investment Provisions: Required when the investor is not Canadian or involves cross-border elements

3. Tax Considerations: Optional section detailing tax implications when complex tax structures are involved

4. Regulatory Compliance: Additional compliance requirements for specific types of securities or regulated investors

5. Transfer Restrictions: Required when there are limitations on transferability of the investment

6. Insurance Requirements: Optional section specifying insurance requirements for the secured assets

7. Reporting Requirements: Optional detailed reporting obligations beyond standard requirements

1. Schedule A - Investment Details: Detailed breakdown of investment terms, amounts, and payment schedules

2. Schedule B - Security Description: Comprehensive description and valuation of the security backing the investment

3. Schedule C - Risk Disclosure: Detailed disclosure of all material risks associated with the investment

4. Schedule D - Registration Requirements: Specific requirements for security registration in relevant jurisdictions

5. Schedule E - Compliance Certificate: Form of compliance certificate to be provided periodically

6. Appendix 1 - KYC Documentation: Required Know Your Client documentation and forms

7. Appendix 2 - Security Registration Forms: Forms required for registering the security interest

8. Appendix 3 - Investment Calculation Methods: Detailed methodology for calculating returns and valuations