The Account Management Agreement serves as the foundational document governing the relationship between professional account managers and their clients in the United States. It is essential when establishing formal account management services, whether for investment accounts, business accounts, or other professional services. The agreement encompasses crucial elements such as service scope, fee structures, regulatory compliance, risk management, and operational procedures, while ensuring adherence to federal regulations including SEC requirements, state laws, and industry standards. This document is particularly important in regulated industries where clear delineation of responsibilities and compliance obligations is mandatory.
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1. Parties: Identifies and defines all parties to the agreement, including legal names and addresses
2. Background/Recitals: Explains the context and purpose of the agreement
3. Definitions: Defines key terms used throughout the agreement
4. Services: Details the account management services to be provided
5. Fees and Compensation: Outlines fee structure, payment terms, and billing procedures
6. Client Responsibilities: Specifies client obligations and requirements
7. Compliance and Regulatory Requirements: Details regulatory obligations and compliance requirements
8. Confidentiality: Addresses handling of confidential information
9. Term and Termination: Specifies duration and termination conditions
1. Investment Guidelines: Specific investment parameters and restrictions for investment management services
2. Custody Arrangements: Details about custody of assets when custody services are involved
3. Risk Disclosures: Specific risk warnings and acknowledgments for investment products or high-risk services
4. Sub-Advisory Arrangements: Details about third-party service providers when sub-advisors are involved
1. Fee Schedule: Detailed breakdown of all fees and charges
2. Service Level Agreement: Specific service standards and performance metrics
3. Investment Policy Statement: Detailed investment guidelines and objectives
4. Authorized Persons: List of individuals authorized to give instructions
5. Privacy Policy: Detailed privacy and data protection procedures
6. Risk Disclosure Statement: Comprehensive risk warnings and acknowledgments
Relevant legal definitions
Account
Account Management Services
Affiliates
Agreement
Applicable Law
Authorized Person
Business Day
Client
Client Assets
Confidential Information
Custodian
Effective Date
Fees
Force Majeure
Governing Law
Instructions
Investment Guidelines
Investment Objectives
Loss
Manager
Material Adverse Effect
Notice
Party/Parties
Permitted Purpose
Personal Data
Representatives
Regulatory Requirements
Security Procedures
Services
Service Level Standards
Sub-advisor
Term
Third Party Service Provider
Transaction
Working Hours
Account Management Services
Affiliates
Agreement
Applicable Law
Authorized Person
Business Day
Client
Client Assets
Confidential Information
Custodian
Effective Date
Fees
Force Majeure
Governing Law
Instructions
Investment Guidelines
Investment Objectives
Loss
Manager
Material Adverse Effect
Notice
Party/Parties
Permitted Purpose
Personal Data
Representatives
Regulatory Requirements
Security Procedures
Services
Service Level Standards
Sub-advisor
Term
Third Party Service Provider
Transaction
Working Hours
Clauses
Services and Scope
Appointment
Authority and Instructions
Fees and Expenses
Payment Terms
Client Obligations
Manager Obligations
Representations and Warranties
Compliance
Regulatory Requirements
Risk Disclosure
Confidentiality
Data Protection
Privacy
Record Keeping
Reporting
Investment Guidelines
Sub-delegation
Custody
Due Diligence
Anti-Money Laundering
Know Your Customer
Conflicts of Interest
Liability
Indemnification
Insurance
Intellectual Property
Force Majeure
Term
Termination
Suspension
Notice
Assignment
Amendment
Severability
Entire Agreement
Governing Law
Dispute Resolution
Survival
Appointment
Authority and Instructions
Fees and Expenses
Payment Terms
Client Obligations
Manager Obligations
Representations and Warranties
Compliance
Regulatory Requirements
Risk Disclosure
Confidentiality
Data Protection
Privacy
Record Keeping
Reporting
Investment Guidelines
Sub-delegation
Custody
Due Diligence
Anti-Money Laundering
Know Your Customer
Conflicts of Interest
Liability
Indemnification
Insurance
Intellectual Property
Force Majeure
Term
Termination
Suspension
Notice
Assignment
Amendment
Severability
Entire Agreement
Governing Law
Dispute Resolution
Survival
Relevant Industries
Relevant Teams
Relevant Roles
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