1. Non-Competition: Restrictions on competing activities, used when sub-advisor may have access to sensitive client information or strategies

2. Intellectual Property: IP rights and usage terms, included when proprietary trading strategies or software are involved

3. Business Continuity: Disaster recovery and business continuity requirements, important for critical service relationships

4. Marketing and Branding: Rules for using each party's name and brand, included when sub-advisor will have client-facing roles

5. Key Personnel: Identification of essential team members, included when specific expertise is crucial to the service

6. Insurance Requirements: Specific insurance coverage requirements, detailed section when standard provisions are insufficient

1. Schedule 1 - Services Description: Detailed outline of sub-advisory services and investment strategies

2. Schedule 2 - Fee Schedule: Detailed fee calculations, including any performance fees or special arrangements

3. Schedule 3 - Investment Guidelines: Specific investment restrictions, benchmarks, and risk parameters

4. Schedule 4 - Reporting Requirements: Templates and specifications for required reports

5. Schedule 5 - Data Processing Agreement: GDPR-compliant data processing terms and procedures

6. Schedule 6 - Service Level Agreement: Performance metrics and service quality standards

7. Appendix A - Contact Details: Key contacts and escalation procedures for both parties

8. Appendix B - Compliance Procedures: Detailed compliance requirements and procedures