1. Regulatory Compliance: Required when providing regulated services, especially under FAIS Act for financial advisory services

2. Anti-Money Laundering: Necessary for financial advisory services or when large transactions are involved

3. Non-Solicitation: Used when there's a risk of client poaching or staff solicitation

4. Force Majeure: Important for long-term advisory relationships to address unforeseen circumstances

5. Insurance: Required when professional indemnity insurance is necessary for the services

6. Conflict of Interest: Important for financial advisors or when working with multiple clients in the same industry

7. Sub-contracting: Needed if the advisor may need to engage other professionals or sub-contractors

8. Change Control: Used for complex advisory services where scope changes are likely

1. Schedule 1: Scope of Services: Detailed description of specific advisory services to be provided

2. Schedule 2: Fee Schedule: Detailed breakdown of fees, rates, and payment terms

3. Schedule 3: Service Levels: Specific performance metrics and service standards

4. Schedule 4: Key Personnel: Details of key team members and their roles

5. Schedule 5: Compliance Requirements: Specific regulatory requirements and compliance procedures

6. Appendix A: Required Information: List of information and documents required from the client

7. Appendix B: Report Templates: Standard formats for reports and deliverables

8. Appendix C: Client Policies: Relevant client policies that the advisor must comply with