1. Regulatory Disclosures: Required when offering regulated financial services, including relevant licenses and registrations

2. Conflict of Interest Disclosure: Needed when there are potential conflicts that need to be disclosed and addressed

3. Team Structure: Include when engagement involves multiple team members or requires specific expertise

4. Additional Services: When there's potential for additional services beyond the core engagement

5. Foreign Currency Provisions: Required for engagements involving international transactions or foreign currency

6. Data Protection Compliance: Detailed section needed when handling sensitive personal or financial data

7. Dispute Resolution: Optional detailed dispute resolution procedures beyond standard terms

1. Schedule A - Detailed Scope of Work: Comprehensive breakdown of services, methodologies, and specific deliverables

2. Schedule B - Fee Schedule: Detailed fee structure, including rates, payment milestones, and additional costs

3. Schedule C - Team Composition: Details of key team members, their roles, and responsibilities

4. Schedule D - Required Documentation: List of documents and information required from the client

5. Appendix 1 - Standard Terms and Conditions: Detailed standard terms and conditions of the firm

6. Appendix 2 - Compliance Requirements: Regulatory and compliance requirements applicable to the engagement

7. Appendix 3 - Service Level Agreement: Specific performance metrics and service standards if applicable