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1. Non-Competition: Restrictions on consultant's ability to work with competing clients, use when dealing with sensitive competitive information

2. Non-Solicitation: Restrictions on soliciting client's employees or other consultants, use when consultant will have significant contact with client's team

3. Intellectual Property: Ownership of financial models, reports, and other deliverables, use when consultant will create unique methodologies or tools

4. Sub-Contractors: Terms for engaging sub-contractors or additional consultants, use when consultant may need to bring in specialized expertise

5. Force Majeure: Provisions for unforeseen circumstances affecting service delivery, use when engagement is long-term or high-value

6. Data Protection: Specific provisions for handling personal financial data, use when dealing with individual client data rather than corporate

7. Regulatory Reporting: Obligations for regulatory filings and reports, use when services involve regulated activities

8. Performance Metrics: Specific KPIs or performance standards, use when engagement includes quantifiable deliverables

1. Schedule A - Detailed Services Description: Comprehensive list of specific financial consulting services to be provided

2. Schedule B - Fee Structure: Detailed breakdown of fees, hourly rates, or project-based pricing

3. Schedule C - Service Level Requirements: Specific performance standards, response times, and delivery expectations

4. Schedule D - Compliance Requirements: List of specific regulatory requirements and compliance obligations

5. Appendix 1 - Required Qualifications: List of mandatory professional certifications and qualifications

6. Appendix 2 - Approved Sub-Contractors: List of pre-approved sub-contractors or specialists, if applicable

7. Appendix 3 - Conflict of Interest Disclosure: Declaration of any potential conflicts of interest

8. Appendix 4 - Insurance Requirements: Detailed insurance coverage requirements and minimum limits