Investment Consulting Agreement Template for Indonesia

1. Non-Competition: Restrictions on competitive activities, used when protecting specific market knowledge or client relationships

2. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term consulting arrangements

3. Insurance: Requirements for professional indemnity insurance, used when dealing with high-value investments

4. Data Protection: Specific provisions for handling personal data, required when dealing with individual clients or sensitive information

5. Intellectual Property: Protection of proprietary methods or materials, used when the consultant provides unique investment analysis tools or methodologies

6. Assignment: Rights to transfer the agreement, important for larger consulting firms

7. Anti-Money Laundering Compliance: Specific AML obligations, required when dealing with large transactions or high-risk clients

1. Schedule 1 - Service Description: Detailed breakdown of specific investment consulting services to be provided

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, charges, and payment terms

3. Schedule 3 - Key Personnel: List of key consultants and their qualifications

4. Schedule 4 - Reporting Requirements: Format and frequency of investment reports and updates

5. Appendix A - Risk Disclosure Statement: Standard risk warnings and disclaimers as required by Indonesian regulations

6. Appendix B - Compliance Requirements: Specific regulatory requirements and compliance obligations

7. Appendix C - Client Investment Profile: Template for recording client's investment objectives and risk tolerance