1. ESG Integration: Details of environmental, social, and governance considerations in the investment process - include if client has specific ESG requirements or interests

2. Transition Management: Proposed approach for transitioning existing portfolio - include if client has existing investments to be transferred

3. Tax Considerations: Overview of tax implications and tax management approach - include for tax-sensitive clients or specific tax-driven mandates

4. Customization Options: Available options for customizing the investment approach - include for larger institutional clients or those requiring specific customization

5. Securities Lending Program: Details of securities lending capabilities and programs - include if relevant to the proposed strategy

6. Foreign Investment Capabilities: Details of offshore investment capabilities and approach - include if proposal includes international investments

1. Schedule A: Investment Guidelines: Detailed investment guidelines including permitted investments, restrictions, and benchmarks

2. Schedule B: Fee Schedule: Detailed breakdown of all fees, charges, and calculation methodologies

3. Schedule C: Service Level Agreement: Specific service deliverables, reporting requirements, and performance standards

4. Appendix 1: Team Biographies: Detailed profiles of key investment and relationship management team members

5. Appendix 2: Track Record: Detailed historical performance data and analytics

6. Appendix 3: Risk Management Procedures: Detailed risk management policies and procedures

7. Appendix 4: Compliance Certifications: Copies of relevant licenses, registrations, and compliance certifications

8. Appendix 5: Sample Reports: Examples of client reporting and communication materials