1. Investment Guidelines: Include when the account management involves investment decisions

2. Risk Disclosures: Required when dealing with retail clients or high-risk investments

3. Sub-delegation: Include when the account manager may need to delegate certain functions

4. Insurance: Include when specific insurance requirements need to be maintained

5. Force Majeure: Include when need to address extraordinary circumstances affecting service delivery

6. Data Protection: Include detailed data protection provisions when handling sensitive personal data

7. Anti-Money Laundering: Include specific AML provisions for high-risk clients or jurisdictions

8. Electronic Services: Include when providing online account access or digital services

1. Schedule 1 - Service Level Agreement: Detailed performance metrics and service standards

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, charges, and calculation methods

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

4. Schedule 4 - Account Details: Specific accounts covered under the agreement

5. Schedule 5 - Reporting Requirements: Format, frequency, and content of required reports

6. Appendix A - KYC Documentation: Required know-your-client documentation and procedures

7. Appendix B - Investment Guidelines: Detailed investment parameters and restrictions if applicable

8. Appendix C - Compliance Procedures: Specific compliance procedures and requirements