Document background
The Asset Management Proposal is a crucial document used when an investment firm seeks to provide professional asset management services to institutional or high-net-worth clients in Saudi Arabia. It must comply with the Capital Market Authority (CMA) regulations and often includes Sharia compliance considerations. The proposal typically follows a formal approach to presenting the asset manager's capabilities, investment strategies, risk management framework, and commercial terms. It's particularly important in the context of Saudi Vision 2030's financial sector development program and the growing sophistication of the Saudi Arabian investment market. The document serves as both a detailed service proposition and a preliminary step toward establishing a formal investment management relationship, requiring careful attention to regulatory requirements, client investment objectives, and local market practices.
