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1. Non-Competition: Restrictions on competing activities, used when the consultant has access to sensitive business information

2. Client Funds Handling: Procedures for handling client funds, required if the consultant will manage client money

3. Performance Metrics: Specific KPIs and evaluation criteria, used for performance-based compensation arrangements

4. Training and Development: Requirements for ongoing professional development, used for longer-term relationships

5. Insurance Requirements: Specific insurance coverage requirements beyond standard professional indemnity

6. Marketing and Branding: Guidelines for using company branding and marketing materials

7. Succession Planning: Procedures for client transition, used for senior consultants with significant client relationships

1. Schedule A - Service Description: Detailed breakdown of specific financial consulting services and deliverables

2. Schedule B - Fee Structure: Detailed compensation calculations, commission structures, and bonus schemes

3. Schedule C - Compliance Procedures: Specific regulatory compliance requirements and procedures

4. Schedule D - Approved External Activities: List of permitted outside business activities and disclosures

5. Appendix 1 - Required Licenses: List of mandatory professional licenses and certifications

6. Appendix 2 - Reporting Templates: Standard forms and templates for activity reporting and client documentation

7. Appendix 3 - Code of Conduct: Company's professional conduct requirements and ethical standards