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1. Investment Powers: Detailed investment authority and restrictions - include if trust account involves investment activities

2. Sub-Trustees and Agents: Provisions for appointment and oversight of sub-trustees or agents - include if delegation is contemplated

3. Multiple Beneficiaries: Special provisions for managing multiple beneficiary interests - include if more than one beneficiary

4. Foreign Account Provisions: Additional provisions for foreign accounts or beneficiaries - include if international elements exist

5. Digital Access and Security: Provisions for online account access and security - include if electronic banking services are provided

6. Tax Compliance: Specific tax reporting and compliance requirements - include if special tax considerations apply

1. Schedule 1 - Account Details: Specific details of the trust account(s) including account numbers and types

2. Schedule 2 - Fee Schedule: Detailed breakdown of all fees, charges, and compensation

3. Schedule 3 - Authorized Signatories: List of authorized signatories and their signing powers

4. Schedule 4 - Operating Procedures: Detailed procedures for day-to-day account operations

5. Schedule 5 - Reporting Templates: Templates for required reports and statements

6. Appendix A - KYC Requirements: Required know-your-customer documentation and procedures

7. Appendix B - Investment Guidelines: Detailed investment guidelines and restrictions if applicable