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1. Custody Arrangements: Required when the asset manager will have custody of client assets

2. Performance Standards: Include when specific performance metrics or benchmarks are agreed

3. Delegation: Required when the asset manager may delegate certain functions to third parties

4. Insurance: Include when specific insurance requirements need to be detailed

5. Disaster Recovery: Required for large-scale asset management arrangements requiring business continuity planning

6. Environmental, Social and Governance (ESG): Include when ESG considerations are part of the investment mandate

7. Foreign Investment Considerations: Required when managing assets subject to foreign investment regulations

8. Tax Reporting: Include when specific tax reporting obligations need to be addressed

1. Schedule 1 - Assets Under Management: Detailed list and description of assets covered by the agreement

2. Schedule 2 - Services: Detailed description of services to be provided

3. Schedule 3 - Fee Schedule: Detailed breakdown of fees, calculations, and payment terms

4. Schedule 4 - Investment Guidelines: Specific investment parameters, restrictions, and guidelines

5. Schedule 5 - Key Personnel: Details of key personnel assigned to manage the assets

6. Schedule 6 - Reporting Requirements: Detailed reporting formats, frequencies, and requirements

7. Schedule 7 - Service Levels: Specific service level agreements and performance metrics

8. Appendix A - Risk Management Framework: Detailed risk management policies and procedures

9. Appendix B - Compliance Manual: Relevant excerpts from the asset manager's compliance manual

10. Appendix C - Operating Procedures: Detailed operational procedures and protocols