Management Fee Agreement for Canada

Management Fee Agreement Template for Canada

A comprehensive legal agreement governed by Canadian law that establishes the terms and conditions under which one party provides management services to another for a specified fee structure. The document outlines the scope of management services, fee calculation methodologies, payment terms, service provider obligations, and recipient responsibilities while ensuring compliance with federal and provincial regulations, including tax implications and securities laws where applicable. It includes provisions for performance metrics, reporting requirements, and dispute resolution mechanisms specific to the Canadian legal framework.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Management Fee Agreement

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc

What is a Management Fee Agreement?

The Management Fee Agreement is a crucial document used when one entity provides management services to another in exchange for specified fees within the Canadian business environment. This agreement is commonly utilized in various business arrangements, including corporate management services, investment management, and professional services relationships. It addresses key aspects such as service scope, fee structures, performance metrics, and regulatory compliance requirements under Canadian federal and provincial laws. The document is essential for establishing clear expectations, responsibilities, and financial arrangements between parties, while ensuring compliance with Canadian tax regulations, securities laws (if applicable), and corporate governance requirements. It's particularly important for businesses seeking to formalize their management service relationships while maintaining transparency and legal compliance in their operations.

What sections should be included in a Management Fee Agreement?

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

2. Background: Context of the agreement, relationship between parties, and purpose of the management services

3. Definitions: Key terms used throughout the agreement, including 'Management Services', 'Fees', 'Service Period', etc.

4. Scope of Services: Detailed description of management services to be provided

5. Fee Structure: Management fee calculation, payment terms, frequency, and any performance-based components

6. Payment Terms: Invoice timing, payment methods, late payment consequences, and currency specifications

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

8. Obligations of the Service Provider: Key responsibilities, service standards, and performance requirements

9. Obligations of the Recipient: Client responsibilities, cooperation requirements, and information provision obligations

10. Confidentiality: Protection of confidential information and trade secrets

11. Representations and Warranties: Standard warranties regarding service quality and capacity to contract

12. Limitation of Liability: Caps on liability and exclusions of certain types of damages

13. Governing Law and Jurisdiction: Applicable law and dispute resolution procedures

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

What sections are optional to include in a Management Fee Agreement?

1. Intellectual Property Rights: Required when management services involve creation or use of intellectual property

2. Data Protection: Necessary when personal data processing is involved in service delivery

3. Force Majeure: Added when parties want specific provisions for unforeseeable circumstances

4. Non-Competition: Include when protecting against competitive activities is important

5. Insurance Requirements: Required when specific insurance coverage needs to be maintained

6. Regulatory Compliance: Necessary when services are subject to specific regulatory requirements

7. International Services: Added for cross-border service provision addressing currency, tax, and jurisdictional issues

8. Service Level Agreement: Include when specific performance metrics need to be defined and measured

What schedules should be included in a Management Fee Agreement?

1. Schedule A - Detailed Service Description: Comprehensive list and description of management services to be provided

2. Schedule B - Fee Schedule: Detailed breakdown of fees, calculation methods, and payment structure

3. Schedule C - Key Personnel: List of key management team members and their roles

4. Schedule D - Service Level Metrics: Specific performance indicators and measurement criteria

5. Schedule E - Reporting Requirements: Format, frequency, and content of required management reports

6. Appendix 1 - Communication Protocol: Procedures for routine communications and escalation paths

7. Appendix 2 - Compliance Requirements: Specific regulatory or internal compliance requirements

Authors

Alex Denne

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

Jurisdiction

Canada

Publisher

Genie AI

Cost

Free to use
Clauses
Relevant Industries

Professional Services

Investment Management

Private Equity

Real Estate

Healthcare Management

Technology Services

Consulting

Property Management

Family Office Services

Manufacturing

Retail Management

Hospitality Management

Relevant Teams

Legal

Finance

Operations

Compliance

Treasury

Corporate Governance

Business Development

Risk Management

Contract Administration

Investment Management

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Managing Director

Legal Counsel

Corporate Secretary

Finance Director

Operations Manager

Compliance Officer

Contract Manager

Business Development Manager

Management Consultant

Investment Manager

Portfolio Manager

General Counsel

Treasury Manager

Financial Controller

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

Find the exact document you need

Social Media Management Agreement

A Canadian-law governed agreement establishing terms for professional social media management services, including scope, responsibilities, and compliance requirements.

find out more

Corporate Management Agreement

A Canadian-law governed agreement establishing terms for professional management services delivery, including scope, responsibilities, and compensation structure.

find out more

Manager And Artist Contract

A Canadian-law governed agreement establishing the professional relationship between an artist and their manager, defining services, compensation, and mutual obligations.

find out more

Asset Management Agreement (Real Estate)

A Canadian-law governed agreement establishing terms for professional management of real estate assets, defining the relationship between asset managers and property owners.

find out more

Managerial Agreement

A Canadian-law governed employment agreement for management-level positions, outlining comprehensive terms of executive employment and associated obligations.

find out more

Property Management Authorization Form

A Canadian legal agreement authorizing a property management company to manage real estate assets on behalf of the property owner, compliant with provincial and federal regulations.

find out more

Employee Management Agreement

A Canadian employment agreement establishing terms and conditions between employer and employee, compliant with federal and provincial employment laws.

find out more

Time And Management Contract

A Canadian-law governed agreement between owner and management contractor for professional project management services, based on time-spent and management fee compensation structure.

find out more

Property Management Form

A Canadian legal agreement establishing the terms and conditions between property owners and property management companies, outlining services, responsibilities, and compliance requirements.

find out more

Aircraft Management Agreement

A Canadian-law governed agreement between an aircraft owner and management company for professional aircraft management services and operational control.

find out more

Short Form Property Management Agreement

A concise Canadian agreement establishing terms between property owners and management companies for real estate management services.

find out more

Property Service Agreement

A Canadian-law governed agreement establishing terms and conditions for property maintenance and management services between service providers and property owners/managers.

find out more

Producer Management Agreement

A Canadian-law governed agreement establishing the terms and conditions between a producer and their management representative in the entertainment industry.

find out more

Operations And Management Agreement

A Canadian-law governed agreement establishing the terms for professional management and operation of a facility, property, or business operation.

find out more

Managing Agent Contract

A Canadian legal agreement establishing the terms and conditions between a property owner and managing agent for professional property management services.

find out more

Interim Management Contract

Canadian-law governed agreement for temporary executive management services, defining terms, scope, and responsibilities for interim management engagements.

find out more

Bar Manager Contract

A Canadian-law governed employment agreement for Bar Managers, covering duties, compliance requirements, and terms of employment under provincial regulations.

find out more

Rental Pool Management Agreement

A Canadian-law governed agreement establishing terms for managing multiple rental properties under a pooled arrangement, defining revenue sharing and management responsibilities.

find out more

Condo Management Agreement

A Canadian legal agreement establishing the terms and conditions between a condominium corporation and its property management company.

find out more

Booking Manager Contract

Canadian-compliant employment agreement for Booking Manager positions, outlining terms, duties, and compensation structure.

find out more

Condo Management Contract

A Canadian-law governed agreement between a condominium corporation and property management company for professional management services of a condominium property.

find out more

Litigation Management Agreement

A Canadian-law governed agreement establishing terms and procedures for managing litigation matters between an organization and its external legal counsel.

find out more

Association Management Agreement

A Canadian-law governed agreement between an association and a management company for the provision of comprehensive association management services.

find out more

Management Company Agreement

A Canadian-law governed agreement establishing terms for professional management services between a management company and client organization.

find out more

Small Business Management Agreement

A Canadian-compliant agreement establishing the terms and conditions for professional management services in small businesses.

find out more

Waste Management Agreement

A Canadian-compliant agreement governing professional waste management services, including collection, transportation, and disposal requirements.

find out more

Resident Manager Agreement

A Canadian legal agreement establishing employment terms and accommodation arrangements for a resident property manager, compliant with provincial employment and tenancy laws.

find out more

Online Business Manager Contract

A Canadian-law governed contract establishing terms between a business and an Online Business Manager as an independent contractor, covering digital business management services and related obligations.

find out more

Tenant Placement Agreement

A Canadian legal agreement between property owners and tenant placement agencies defining the terms of tenant sourcing and screening services.

find out more

Management Rights Agreement

A Canadian legal agreement establishing management rights and responsibilities between asset owners and professional managers, governed by federal and provincial regulations.

find out more

Land Management Contract

A Canadian legal agreement establishing terms for professional land management services, governed by federal and provincial laws.

find out more

Housing Management Agreement

A Canadian legal agreement establishing terms and conditions between property owners and management companies for professional property management services.

find out more

Self Storage Management Agreement

A Canadian-law governed agreement establishing terms for professional management of a self-storage facility, defining operational responsibilities and management obligations.

find out more

Parking Management Agreement

A Canadian-law governed agreement between a property owner and parking operator for the professional management of parking facilities.

find out more

Money Management Contract

A Canadian-law governed agreement establishing the terms for professional investment management services, defining the relationship between money managers and their clients.

find out more

Management Company Contract

A Canadian-law governed agreement establishing terms for professional management services between a management company and client organization.

find out more

Exclusive Property Management Agreement

A Canadian-law governed agreement establishing exclusive property management rights and obligations between a property owner and management company.

find out more

Condominium Management Agreement

A Canadian legal agreement between a condominium corporation and property management company defining management services and responsibilities under provincial law.

find out more

Restaurant Manager Contract

A Canadian-law governed employment contract for restaurant managers, outlining key terms, conditions, and compliance requirements in the food service industry.

find out more

Residential Leasing And Property Management Agreement

A Canadian-law governed agreement between property owner and management company for residential property management services and leasing administration.

find out more
See more related templates

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it

2 Docs LeftAccess Now