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Account Management Agreement
"Need an Account Management Agreement for a Singapore-based fintech company managing retail client portfolios, with specific provisions for digital platform access and automated trading systems, to be implemented by March 2025."
1. Parties: Identification of the account manager and client, including full legal names and registered addresses
2. Background: Context of the agreement and brief description of the services to be provided
3. Definitions: Key terms used throughout the agreement
4. Services: Detailed description of account management services to be provided
5. Duties and Responsibilities: Obligations of both account manager and client
6. Fees and Charges: Fee structure, payment terms, and expenses
7. Risk Disclosures: Mandatory risk warnings and acknowledgments
8. Term and Termination: Duration of agreement and termination provisions
9. Governing Law: Singapore law governing clause and jurisdiction
1. Digital Services: Terms relating to online platforms or digital services when digital platforms are part of service delivery
2. Overseas Investments: Additional terms for foreign investments when portfolio includes non-Singapore investments
3. Delegation: Terms regarding delegation of services to third parties when sub-managers or delegates may be appointed
4. Research Services: Terms relating to research provision when research services are included
1. Fee Schedule: Detailed breakdown of all fees and charges
2. Investment Guidelines: Specific investment parameters and restrictions
3. Risk Disclosure Statement: Detailed risk warnings as required by MAS
4. Authorized Persons: List of persons authorized to give instructions
5. Service Level Agreement: Detailed service standards and performance metrics
6. Data Protection Schedule: Detailed terms regarding personal data handling
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