Asset Management Proposal Template for Nigeria

1. ESG Integration: Details of environmental, social, and governance considerations in the investment process, included when client has specific ESG requirements

2. Islamic Finance Compliance: Specific section detailing Shariah compliance measures, included for Islamic investment mandates

3. Foreign Investment Considerations: Additional section when proposal includes foreign investments or offshore elements

4. Transition Management: Included when taking over existing portfolio management from another manager

5. Custom Benchmark Creation: Detailed when proposing custom performance benchmarks rather than standard indices

6. Tax Optimization Strategy: Included when tax efficiency is a key client requirement

7. Currency Risk Management: Added when managing multiple currency exposures or foreign investments

1. Schedule A - Investment Guidelines: Detailed investment restrictions, limits, and permitted instruments

2. Schedule B - Fee Schedule: Comprehensive breakdown of all fees, charges, and payment terms

3. Schedule C - Performance Track Record: Historical performance data of similar strategies or relevant track record

4. Schedule D - Key Personnel: Biographies and qualifications of key team members

5. Schedule E - Risk Management Procedures: Detailed risk management protocols and procedures

6. Appendix 1 - Sample Reports: Examples of client reporting packages and frequency

7. Appendix 2 - Regulatory Licenses: Copies of relevant regulatory licenses and registrations

8. Appendix 3 - Service Provider Details: Information about custodians, administrators, and other key service providers