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Asset Management Contract

Asset Management Contract Template for New Zealand

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Key Requirements PROMPT example:

Asset Management Contract

"I need an Asset Management Contract for my boutique investment firm to manage a high-net-worth client's portfolio of NZD 10M+ in New Zealand, with specific provisions for ESG investments and quarterly reporting requirements, starting March 2025."

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Document background
The Asset Management Contract serves as the primary legal instrument governing the relationship between professional asset managers and their clients in New Zealand. This document is essential when engaging an asset manager to oversee and manage a portfolio of assets, whether they be financial investments, real estate, or other valuable holdings. The contract addresses crucial aspects such as investment strategy, risk management, reporting obligations, and fee structures, while ensuring compliance with New Zealand's regulatory framework, including the Financial Markets Conduct Act 2013 and related regulations. It is particularly relevant for institutional investors, high-net-worth individuals, and organizations seeking professional asset management services, incorporating necessary safeguards and obligations for both parties while maintaining flexibility to accommodate specific investment mandates and objectives.
Suggested Sections

1. Parties: Identifies and provides full legal details of all parties to the agreement

2. Background: Sets out the context and purpose of the agreement, including any relevant history or relationships

3. Definitions and Interpretation: Defines key terms used throughout the agreement and establishes interpretation rules

4. Appointment and Scope: Formally establishes the asset manager's appointment and defines the scope of services

5. Term and Renewal: Specifies the initial term of the agreement and any renewal provisions

6. Asset Manager's Obligations: Details the core responsibilities and duties of the asset manager

7. Client's Obligations: Outlines the responsibilities and duties of the client

8. Fees and Expenses: Details the fee structure, payment terms, and reimbursable expenses

9. Reporting and Communication: Specifies reporting requirements, frequency, and communication protocols

10. Risk Management: Outlines risk management policies and procedures

11. Compliance and Regulatory Requirements: Addresses compliance with relevant laws and regulations

12. Confidentiality: Sets out obligations regarding confidential information

13. Conflicts of Interest: Addresses how potential conflicts of interest will be managed

14. Liability and Indemnification: Defines liability limits and indemnification obligations

15. Termination: Specifies termination rights and procedures

16. Post-Termination Obligations: Outlines obligations that survive termination

17. General Provisions: Contains standard boilerplate clauses including governing law, notices, and assignment

Optional Sections

1. Custody Arrangements: Required when the asset manager will have custody of client assets

2. Performance Standards: Include when specific performance metrics or benchmarks are agreed

3. Delegation: Required when the asset manager may delegate certain functions to third parties

4. Insurance: Include when specific insurance requirements need to be detailed

5. Disaster Recovery: Required for large-scale asset management arrangements requiring business continuity planning

6. Environmental, Social and Governance (ESG): Include when ESG considerations are part of the investment mandate

7. Foreign Investment Considerations: Required when managing assets subject to foreign investment regulations

8. Tax Reporting: Include when specific tax reporting obligations need to be addressed

Suggested Schedules

1. Schedule 1 - Assets Under Management: Detailed list and description of assets covered by the agreement

2. Schedule 2 - Services: Detailed description of services to be provided

3. Schedule 3 - Fee Schedule: Detailed breakdown of fees, calculations, and payment terms

4. Schedule 4 - Investment Guidelines: Specific investment parameters, restrictions, and guidelines

5. Schedule 5 - Key Personnel: Details of key personnel assigned to manage the assets

6. Schedule 6 - Reporting Requirements: Detailed reporting formats, frequencies, and requirements

7. Schedule 7 - Service Levels: Specific service level agreements and performance metrics

8. Appendix A - Risk Management Framework: Detailed risk management policies and procedures

9. Appendix B - Compliance Manual: Relevant excerpts from the asset manager's compliance manual

10. Appendix C - Operating Procedures: Detailed operational procedures and protocols

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions













































Clauses








































Relevant Industries

Financial Services

Real Estate

Investment Management

Private Equity

Infrastructure

Wealth Management

Corporate Services

Banking

Insurance

Pension Funds

Property Management

Relevant Teams

Legal

Compliance

Risk Management

Investment Management

Operations

Client Services

Finance

Due Diligence

Portfolio Management

Executive Management

Investment Committee

Administration

Relevant Roles

Asset Manager

Portfolio Manager

Investment Director

Chief Investment Officer

Compliance Officer

Risk Manager

Legal Counsel

Financial Controller

Investment Analyst

Client Relationship Manager

Operations Manager

Due Diligence Officer

Investment Committee Member

Fund Administrator

Executive Director

Industries










Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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