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1. Non-Competition: Restrictions on consultant's ability to work with competing clients, used when dealing with sensitive investment strategies

2. Force Majeure: Provisions for unforeseeable circumstances, particularly relevant in volatile market conditions

3. Intellectual Property Rights: Protection of proprietary investment methods or analysis tools, included when consultant uses proprietary systems

4. Insurance: Requirements for professional liability insurance, included for high-value consulting relationships

5. Assignment: Rules regarding transfer of rights and obligations, important for larger consulting firms

6. Data Protection: Specific provisions for handling personal data under Philippine Data Privacy Act, required when handling sensitive personal information

7. Anti-Money Laundering Compliance: Specific AML obligations, necessary when dealing with large transactions or high-risk clients

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

2. Schedule B - Fee Structure: Detailed fee calculations, performance fees, and payment terms

3. Schedule C - Client Investment Objectives: Documentation of client's investment goals, risk tolerance, and constraints

4. Schedule D - Reporting Requirements: Format and frequency of investment reports and communications

5. Appendix 1 - Consultant Credentials: Copies of relevant licenses, certifications, and registrations

6. Appendix 2 - Compliance Procedures: Detailed procedures for maintaining regulatory compliance

7. Appendix 3 - Risk Disclosure Statement: Standard risk warnings and disclosures required by Philippine regulations