¶¶Òõ¶ÌÊÓƵ

1. Custody Arrangements: Required when the stock manager also provides custody services or coordinates with external custodians

2. Corporate Actions: Include when the manager will handle corporate actions like voting rights, dividends, or stock splits

3. Foreign Securities: Necessary when portfolio includes or may include non-Swiss securities

4. Electronic Trading Provisions: Required when specific electronic trading platforms or systems will be used

5. Tax Reporting: Include when the manager provides tax reporting assistance

6. Sub-delegation: Required when the manager may delegate certain functions to third parties

7. Force Majeure: Optional clause defining circumstances beyond parties' control affecting performance

8. ESG Considerations: Include when environmental, social, and governance factors are part of the investment strategy

1. Schedule 1 - Fee Schedule: Detailed breakdown of management fees, transaction costs, and other charges

2. Schedule 2 - Investment Guidelines: Detailed investment parameters, restrictions, and benchmarks

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

4. Schedule 4 - Reporting Requirements: Specific format and content requirements for regular reports

5. Schedule 5 - Risk Disclosure: Detailed disclosure of investment risks as required by Swiss regulations

6. Appendix A - Account Details: Details of accounts and sub-accounts covered by the agreement

7. Appendix B - Compliance Procedures: Detailed compliance procedures and requirements

8. Appendix C - Service Level Agreement: Specific performance standards and service levels to be maintained