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1. Best Execution Policy: Required for advisors who also handle order execution

2. Portfolio Management: Include if discretionary management services are offered

3. Research Services: Include if providing investment research services

4. Online Services: Include if providing digital platform access

5. Sub-Advisory Arrangements: Include if using third-party advisors

6. International Transactions: Include for cross-border advisory services

7. Tax Considerations: Include if providing tax-related guidance

8. Insurance Coverage: Include details of professional liability insurance if required by client

1. Schedule A - Fee Schedule: Detailed breakdown of all fees, charges, and commission structures

2. Schedule B - Investment Strategy: Detailed investment approach and guidelines

3. Schedule C - Risk Profile Assessment: Client risk profiling questionnaire and results

4. Schedule D - Authorized Representatives: List of authorized persons who can give/receive instructions

5. Schedule E - Reporting Requirements: Format, frequency, and content of client reports

6. Appendix 1 - Regulatory Disclosures: Required regulatory disclosures and investor protections

7. Appendix 2 - Privacy Policy: Detailed data protection and privacy procedures

8. Appendix 3 - Conflict of Interest Policy: Detailed procedures for managing conflicts of interest