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1. Electronic Services: Specific provisions for electronic transfer and record-keeping services, used when electronic services are part of the scope

2. Dividend Services: Detailed provisions for dividend processing and payment services, included when dividend services are required

3. Corporate Actions: Procedures for handling corporate actions, included when corporate action services are part of the scope

4. Foreign Securities: Additional provisions for handling non-Canadian securities, used when international securities are involved

5. Business Continuity: Detailed disaster recovery and business continuity requirements, included for critical service arrangements

6. Proxy Services: Provisions for proxy distribution and tabulation services, included when proxy services are required

7. Sub-Contractors: Terms governing the use of sub-contractors, included when sub-contractors will be used

8. Insurance Requirements: Specific insurance coverage requirements, included for high-value or high-risk services

1. Schedule A - Services Description: Detailed description of all transfer agency services to be provided

2. Schedule B - Fee Schedule: Comprehensive fee structure and payment terms

3. Schedule C - Service Levels: Service level agreements and performance metrics

4. Schedule D - Operational Procedures: Detailed operational procedures and protocols

5. Schedule E - System Requirements: Technical specifications and system requirements

6. Schedule F - Security Procedures: Security protocols and procedures

7. Schedule G - Contact Information: Key contacts and escalation procedures

8. Appendix 1 - Required Forms: Standard forms used in transfer agency services

9. Appendix 2 - Compliance Requirements: Detailed regulatory compliance requirements and procedures