1. Sub-Custodian Arrangements: Details of any sub-custodian arrangements, required only if the custodian uses third-party sub-custodians

2. Foreign Asset Holdings: Additional declarations for custody of foreign assets, required only if handling non-Hong Kong assets

3. Digital Asset Custody: Specific declarations for digital asset custody, required only if handling digital or crypto assets

4. Group Company Relationships: Declaration of any relevant group company relationships, required if part of a larger financial group

5. Insurance Coverage: Details of professional indemnity and other relevant insurance coverage, optional but recommended

1. Schedule 1: Asset Classes: Detailed list of asset classes covered by the custodial services

2. Schedule 2: Regulatory Licenses: Complete list of relevant regulatory licenses and registrations held

3. Schedule 3: Key Personnel: List of key personnel responsible for custodial services

4. Appendix A: Compliance Checklist: Checklist confirming compliance with key regulatory requirements

5. Appendix B: Internal Control Measures: Summary of internal control measures and procedures in place