Sub Advisor Agreement Template for Philippines

1. Non-Competition: Restricts sub-advisor from competing activities - include when protecting market position

2. Intellectual Property Rights: Addresses ownership of investment strategies and materials - include when proprietary methodologies are involved

3. Force Majeure: Covers unforeseeable circumstances - important in volatile markets or uncertain conditions

4. Insurance Requirements: Specifies required insurance coverage - include for high-value advisory relationships

5. Performance Standards: Sets specific performance metrics - include when quantifiable targets are required

6. Marketing and Branding: Governs use of brands and marketing materials - include when sub-advisor will have client contact

7. Disaster Recovery: Outlines business continuity requirements - include for critical service relationships

1. Schedule A - Services Description: Detailed description of sub-advisory services and responsibilities

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

3. Schedule C - Investment Guidelines: Specific investment restrictions, allocations, and guidelines

4. Schedule D - Compliance Procedures: Detailed compliance requirements and reporting procedures

5. Schedule E - Key Personnel: List of key team members and their responsibilities

6. Appendix 1 - Required Disclosures: Mandatory disclosures under Philippine securities laws

7. Appendix 2 - Reporting Templates: Standard formats for required reports and notifications