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1. Parties: Identification of the investment manager and the client, including ABN/ACN and addresses
2. Background: Context of the agreement, including the manager's licensing status and client's investment objectives
3. Definitions and Interpretation: Key terms used throughout the agreement and rules of interpretation
4. Appointment and Authority: Formal appointment of the investment manager and scope of authority
5. Investment Strategy and Guidelines: Agreed investment approach, restrictions, and guidelines
6. Services: Detailed description of investment management services to be provided
7. Duties and Responsibilities: Specific obligations of the investment manager, including regulatory compliance
8. Client's Obligations: Client's responsibilities, including provision of information and instructions
9. Fees and Expenses: Fee structure, calculation methods, and payment terms
10. Reporting and Valuations: Required reports, frequency, content, and valuation methodology
11. Risk Disclosures: Acknowledgment of investment risks and limitations of the service
12. Compliance and Anti-Money Laundering: Regulatory compliance obligations and AML/CTF requirements
13. Representations and Warranties: Standard warranties and representations by both parties
14. Liability and Indemnification: Limitation of liability and mutual indemnification provisions
15. Confidentiality: Protection of confidential information and privacy obligations
16. Term and Termination: Duration of agreement and termination provisions
17. General Provisions: Standard boilerplate clauses including governing law, notices, and assignment
1. Custody Arrangements: Required if the manager is responsible for custody arrangements or interfacing with external custodians
2. Delegation and Sub-managers: Include when the manager may need to delegate certain functions or appoint sub-managers
3. ESG Investment Criteria: Required for mandates with specific environmental, social, and governance requirements
4. Foreign Investment Provisions: Include when investing in international markets or dealing with foreign securities
5. Soft Dollar Arrangements: Required if the manager utilizes soft dollar arrangements or commission sharing
6. Performance Fees: Include when performance-based fees are part of the fee structure
7. Key Person Provisions: Required when specific individuals are crucial to the investment strategy
8. Co-investment Rights: Include when clients have rights to co-invest in certain opportunities
1. Investment Guidelines: Detailed investment parameters, restrictions, and benchmarks
2. Fee Schedule: Detailed breakdown of all fees, charges, and calculation methodologies
3. Authorized Persons: List of authorized signatories and their authorities
4. Reporting Requirements: Detailed specifications for reports, including format and content
5. Service Level Agreement: Specific performance metrics and service standards
6. Execution Policy: Details of the manager's execution and trading policies
7. Risk Management Framework: Overview of risk management procedures and limits
8. Valuation Policy: Detailed methodology for valuing different types of investments
Financial Services
Investment Management
Asset Management
Wealth Management
Banking
Superannuation
Insurance
Private Equity
Family Office Services
Corporate Treasury
Investment Advisory
Fund Administration
Legal
Compliance
Risk Management
Investment Operations
Client Services
Portfolio Management
Treasury
Finance
Investment Analysis
Corporate Governance
Fund Administration
Business Development
Chief Investment Officer
Portfolio Manager
Investment Director
Compliance Officer
Legal Counsel
Risk Manager
Investment Operations Manager
Client Relationship Manager
Fund Manager
Treasury Manager
Chief Financial Officer
Investment Analyst
Managing Director
Trustee Director
Operations Director
Chief Risk Officer
Chief Compliance Officer
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