The Investment Management Contract serves as the primary legal framework for investment management relationships in the UAE market. This document is essential when a licensed investment manager takes on the responsibility of managing client assets on a discretionary or non-discretionary basis. It must comply with UAE federal laws, SCA regulations, and where applicable, financial free zone requirements. The contract typically includes detailed provisions on investment strategy, risk management, fees, reporting, and regulatory compliance. It's particularly important in the UAE context due to the specific regulatory requirements for client asset protection, Shariah compliance options, and the need to address both local and international investment considerations. The document is designed to protect both the investment manager and the client while ensuring transparency and regulatory compliance in the UAE's sophisticated financial markets.
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Key Requirements PROMPT example:
Investment Management Contract
"I need an Investment Management Contract for a UAE-based family office managing multi-generational wealth, with specific provisions for Shariah-compliant investments and delegation to international sub-advisors, to be effective from March 2025."
1. Parties: Identification of the investment manager and the client, including full legal names, addresses, and registration details
2. Background: Context of the agreement and brief description of the parties' intentions
3. Definitions: Detailed definitions of terms used throughout the agreement
4. Appointment and Authority: Formal appointment of the investment manager and scope of discretionary authority
5. Investment Objectives and Strategy: Agreed investment objectives, risk profile, and investment strategy
6. Services and Obligations: Detailed description of services to be provided by the investment manager
7. Client's Obligations: Client's responsibilities including providing accurate information and maintaining minimum investment amounts
8. Fees and Expenses: Management fees, performance fees, expenses, and payment terms
9. Representations and Warranties: Statements of fact and warranties from both parties
10. Risk Disclosures: Detailed disclosure of investment risks and market uncertainties
11. Reporting and Valuations: Frequency and content of reports, valuation methodology
12. Compliance and AML Requirements: Anti-money laundering and regulatory compliance obligations
13. Confidentiality: Protection and handling of confidential information
14. Term and Termination: Duration of agreement and termination provisions
15. Indemnification: Mutual indemnification provisions and limitations of liability
16. Governing Law and Jurisdiction: UAE law as governing law and jurisdiction for disputes
1. Shariah Compliance: Required for Shariah-compliant investment management services, detailing specific Islamic finance requirements
2. Sub-Advisory Arrangements: Include when external sub-advisors or delegates will be appointed
3. Performance Guarantees: Optional section for any guaranteed returns or capital protection features
4. Distribution Provisions: Required when the agreement includes distribution of investment products
5. Special Investment Restrictions: For clients with specific investment restrictions or preferences
6. Digital Services: When online platforms or digital services are part of the offering
7. Multiple Portfolio Management: When managing multiple portfolios or accounts for the same client
1. Schedule 1 - Investment Guidelines: Detailed investment guidelines, restrictions, and permitted investments
2. Schedule 2 - Fee Schedule: Detailed breakdown of all fees, charges, and calculation methodologies
3. Schedule 3 - Authorized Persons: List of authorized signatories and persons permitted to give instructions
4. Schedule 4 - Reporting Requirements: Detailed reporting format, frequency, and content requirements
5. Schedule 5 - Risk Disclosure Statement: Comprehensive risk disclosures specific to investment strategy
6. Appendix A - KYC Documentation: Required know-your-client documentation and forms
7. Appendix B - Investment Powers: Detailed scope of investment manager's powers and limitations
8. Appendix C - Service Level Agreement: Specific service levels and performance standards
Authors
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Banking
Wealth Management
Asset Management
Investment Banking
Private Equity
Family Office Services
Islamic Finance
Fund Management
Professional Services
Relevant Teams
Legal
Compliance
Investment Management
Risk Management
Client Relations
Operations
Finance
Executive Management
Portfolio Administration
Middle Office
Due Diligence
Product Development
Relevant Roles
Chief Investment Officer
Portfolio Manager
Investment Manager
Compliance Officer
Legal Counsel
Risk Manager
Client Relationship Manager
Investment Advisor
Fund Manager
Wealth Manager
Operations Director
Managing Director
Chief Executive Officer
Chief Financial Officer
Investment Analyst
Due Diligence Officer
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