1. Discretionary Management: Additional terms for discretionary portfolio management services, used when the manager has authority to make investment decisions without prior client approval

2. Advisory Services: Terms for non-discretionary advisory services, used when the manager only provides advice but client makes final decisions

3. Online Services: Terms for access to and use of online platforms or portals, included when digital services are provided

4. Joint Accounts: Additional provisions for accounts held by multiple parties, included when services are provided to joint account holders

5. Foreign Account Provisions: Additional terms for non-Hong Kong residents or foreign account holders

6. Margin Facilities: Terms for any margin or credit facilities provided, included when lending services are offered

7. Third-Party Arrangements: Provisions regarding use of third-party service providers or sub-managers

8. Special Investment Programs: Terms for specific investment programs or strategies, included when offering specialized services

1. Schedule 1: Fee Schedule: Detailed breakdown of all fees, charges, and commission structures

2. Schedule 2: Investment Guidelines: Specific investment parameters, restrictions, and benchmarks

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

4. Schedule 4: Risk Disclosure Statement: Detailed risk disclosures required by Hong Kong regulations

5. Schedule 5: Client Information Form: Client's personal and financial information, investment objectives, and risk profile

6. Appendix A: Service Level Agreement: Detailed service standards and performance metrics

7. Appendix B: Compliance Requirements: Specific regulatory and compliance obligations

8. Appendix C: Operating Procedures: Detailed procedures for account operations and communications