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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
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
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
Applicable Law
Business Day
Commencement Date
Confidential Information
Effective Date
Expenses
Fee Statement
Force Majeure Event
GST/HST
Initial Term
Intellectual Property Rights
Key Personnel
Management Fee
Management Services
Performance Metrics
Recipient
Renewal Term
Reports
Service Level Standards
Service Period
Service Provider
Term
Territory
Working Hours
Fee Structure
Payment Terms
Service Standards
Performance Metrics
Reporting Requirements
Term and Duration
Termination Rights
Confidentiality
Data Protection
Intellectual Property
Representations and Warranties
Indemnification
Limitation of Liability
Force Majeure
Assignment
Subcontracting
Insurance
Dispute Resolution
Governing Law
Notice Requirements
Amendment
Entire Agreement
Severability
Non-Solicitation
Non-Competition
Regulatory Compliance
Tax Compliance
Record Keeping
Audit Rights
Professional Services
Investment Management
Private Equity
Real Estate
Healthcare Management
Technology Services
Consulting
Property Management
Family Office Services
Manufacturing
Retail Management
Hospitality Management
Legal
Finance
Operations
Compliance
Treasury
Corporate Governance
Business Development
Risk Management
Contract Administration
Investment Management
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
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