1. Investment Advisory Services: Additional section when specific investment advice is part of the engagement, including required FinSA disclaimers

2. Third-Party Services: Section detailing any external professional services that may be required

3. International Considerations: Required when client has international assets or cross-border considerations

4. Risk Disclosures: Detailed risk warnings required for complex financial planning scenarios

5. Team Structure: Description of the service team when multiple advisors are involved

6. Conflict of Interest: Detailed disclosure of potential conflicts when relevant to the specific engagement

1. Fee Schedule: Detailed breakdown of fees and services

2. Service Level Agreement: Specific deliverables and timelines for the financial planning process

3. Document Checklist: List of required documents and information to be provided by the client

4. Privacy Policy: Detailed data protection and privacy procedures

5. Regulatory Disclosure Document: Comprehensive FinSA-required disclosures and client information

6. Professional Credentials: Advisor qualifications and regulatory registrations