Document background
The Financial Management Agreement is a crucial document used to establish and govern the professional relationship between financial managers and their clients in Belgium. It serves as the primary contract defining investment management services, incorporating requirements from Belgian financial regulations, MiFID II, and relevant EU directives. This agreement is essential when a client delegates investment decision-making authority to a professional manager, whether for individual wealth management, corporate portfolios, or institutional assets. The document addresses key aspects including investment scope, risk management, reporting requirements, fee structures, and regulatory compliance, while ensuring adherence to Belgian financial services laws and EU regulations. It's particularly important for establishing clear boundaries of authority, responsibilities, and service expectations in financial management relationships.
