The Financial Investment Agreement is a crucial document used in Hong Kong's financial services industry to formalize investment management arrangements between professional investment managers and their clients. It serves as the primary contractual framework for managing investment relationships, incorporating Hong Kong's robust regulatory requirements under the Securities and Futures Ordinance and related regulations. This agreement is essential when investors engage professional managers to handle their investments, whether in securities, funds, real estate, or other asset classes. It typically includes comprehensive details about investment strategy, risk management, fee structures, reporting requirements, and compliance obligations. The document reflects Hong Kong's status as a leading international financial center and incorporates specific local regulatory requirements while following international best practices in investment management.

1. Parties: Identification of all parties to the agreement, including investor(s) and investment manager/advisor

2. Background: Context of the investment arrangement and brief description of the purpose

3. Definitions and Interpretation: Detailed definitions of terms used throughout the agreement and rules of interpretation

4. Investment Scope and Strategy: Detailed description of investment objectives, strategy, and permitted investment types

5. Investment Amount and Terms: Specification of investment amount, payment terms, and any minimum holding periods

6. Representations and Warranties: Statements of fact and assurances from both parties regarding their capacity and authority

7. Investment Manager Rights and Obligations: Detailed responsibilities and authority of the investment manager

8. Investor Rights and Obligations: Responsibilities and obligations of the investor, including funding commitments

9. Fees and Expenses: Detailed breakdown of all fees, expenses, and payment terms

10. Risk Disclosures: Comprehensive disclosure of investment risks and acknowledgment by investor

11. Term and Termination: Duration of the agreement and circumstances for early termination

12. Confidentiality: Obligations regarding confidential information and trade secrets

13. Notices: Process and requirements for formal communications between parties

14. Governing Law and Jurisdiction: Specification of Hong Kong law and jurisdiction details

15. General Provisions: Standard boilerplate clauses including severability, entire agreement, etc.