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SLA Asset Management

SLA Asset Management Template for Canada

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Key Requirements PROMPT example:

SLA Asset Management

"I need an SLA Asset Management agreement for a Canadian pension fund's real estate portfolio, starting March 2025, with specific emphasis on ESG compliance and quarterly performance reporting requirements."

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Document background
The SLA Asset Management agreement is essential for organizations seeking professional management of their investment portfolios or assets in Canada. This document is typically used when establishing a formal relationship between asset management firms and their institutional or corporate clients, setting clear expectations and measurable performance standards. It addresses crucial aspects such as investment strategy execution, portfolio management, risk monitoring, and regulatory compliance under Canadian federal and provincial frameworks. The agreement incorporates specific provisions required by Canadian securities regulators and financial authorities, while also defining service levels, reporting requirements, and performance metrics. This type of agreement is particularly important in ensuring accountability, transparency, and clear communication channels between the asset manager and the client, while maintaining compliance with Canadian financial regulations and industry standards.
Suggested Sections

1. Parties: Identification of the service provider and client, including full legal names and addresses

2. Background: Context of the agreement and brief description of the parties' business relationship

3. Definitions: Detailed definitions of technical terms, industry-specific terminology, and key concepts used throughout the agreement

4. Scope of Services: Detailed description of asset management services to be provided, including asset classes covered and management approach

5. Service Levels: Specific performance metrics, standards, and KPIs that the service provider must meet

6. Provider Responsibilities: Detailed obligations of the service provider including reporting, monitoring, and maintenance duties

7. Client Responsibilities: Client obligations, including providing access, information, and necessary authorizations

8. Fees and Payment Terms: Detailed fee structure, payment schedule, and billing procedures

9. Compliance and Regulatory Requirements: Obligations to comply with Canadian regulations and industry standards

10. Term and Termination: Duration of the agreement, renewal terms, and termination conditions

11. Confidentiality: Protection of confidential information and data privacy requirements

12. Liability and Indemnification: Allocation of risks, limitation of liability, and indemnification provisions

13. Force Majeure: Circumstances under which parties are excused from performance

14. Dispute Resolution: Procedures for resolving disputes, including jurisdiction and governing law

15. General Provisions: Standard boilerplate clauses including notices, amendments, and assignment

Optional Sections

1. Disaster Recovery: Procedures for maintaining service continuity in emergency situations - include if managing critical assets

2. Environmental, Social and Governance (ESG): ESG considerations in asset management - include if client requires ESG compliance

3. Insurance Requirements: Specific insurance coverage requirements - include for high-value asset management

4. Technology and Systems Access: Terms governing use of proprietary systems - include if providing software access

5. Training and Support: Provisions for training client personnel - include if knowledge transfer is required

6. Transition Services: Procedures for transitioning assets from previous manager - include for complex transitions

7. Multi-jurisdiction Compliance: Additional compliance requirements - include if operating across multiple Canadian provinces

8. Sub-contractor Terms: Rules governing use of sub-contractors - include if sub-contractors will be used

Suggested Schedules

1. Schedule A - Service Level Specifications: Detailed metrics, KPIs, and performance standards

2. Schedule B - Fee Schedule: Detailed breakdown of all fees, charges, and payment terms

3. Schedule C - Asset Register: Comprehensive list of assets under management

4. Schedule D - Reporting Requirements: Templates and specifications for required reports

5. Schedule E - Emergency Contact Protocol: List of key contacts and escalation procedures

6. Appendix 1 - Technical Requirements: Technical specifications and system requirements

7. Appendix 2 - Compliance Checklist: Regulatory and compliance requirements checklist

8. Appendix 3 - Service Credit Calculation: Methodology for calculating service credits for performance failures

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions















































Clauses



































Relevant Industries

Financial Services

Investment Management

Banking

Insurance

Pension Funds

Real Estate

Infrastructure

Private Equity

Wealth Management

Corporate Treasury

Public Sector

Institutional Investment

Relevant Teams

Legal

Compliance

Risk Management

Investment Operations

Portfolio Management

Client Relations

Finance

Treasury

Operations

Investment Strategy

Due Diligence

Regulatory Affairs

Relevant Roles

Chief Investment Officer

Portfolio Manager

Asset Management Director

Compliance Officer

Risk Manager

Investment Analyst

Operations Manager

Legal Counsel

Financial Controller

Relationship Manager

Investment Operations Director

Chief Financial Officer

Treasury Manager

Fund Administrator

Investment Strategist

Due Diligence Officer

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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