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1. Investment Manager: Required when a separate investment manager is appointed to manage trust assets

2. Foreign Currency Provisions: Needed when trust assets include multiple currencies

3. Letters of Credit: Required when letters of credit are permitted as trust assets

4. Cyber Security Requirements: Added for agreements with specific digital security needs

5. Multiple Beneficiary Provisions: Required when there are multiple beneficiary insurers

6. Tax Provisions: Detailed tax arrangements when complex tax implications exist

7. Sanctions Compliance: Required for international parties subject to various sanctions regimes

1. Schedule A - Eligible Assets: Detailed list of permitted investment types and criteria

2. Schedule B - Fee Schedule: Detailed breakdown of trustee fees and expenses

3. Schedule C - Authorized Signatories: List of persons authorized to act for each party

4. Schedule D - Notice Details: Contact information and notice requirements for all parties

5. Schedule E - Forms: Standard forms for withdrawals, deposits, and other actions

6. Appendix 1 - Investment Guidelines: Detailed investment restrictions and requirements

7. Appendix 2 - Reporting Requirements: Formats and timeframes for required reports

8. Appendix 3 - Valuation Procedures: Methods for valuing different types of trust assets