The Investment Mandate Agreement is a crucial document in Singapore's financial services landscape that formalizes the relationship between investment managers and their clients. It sets out the scope of authority granted to the investment manager, investment objectives, risk parameters, and operational procedures. The agreement must comply with Singapore's regulatory requirements, particularly those set by the Monetary Authority of Singapore (MAS), including licensing requirements under the Securities and Futures Act and Financial Advisers Act. This document is essential for establishing clear accountability, risk management frameworks, and protection of client interests in investment management relationships.
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1. Parties: Identification of the investment manager and client
2. Background: Context of the agreement and relationship between parties
3. Definitions: Key terms used throughout the agreement
4. Appointment and Authority: Scope of investment manager's appointment and powers
5. Investment Objectives and Strategy: Agreed investment goals and approach
6. Fees and Expenses: Fee structure and cost allocation
7. Reporting Requirements: Frequency and content of reports to client
8. Risk Disclosures: Mandatory risk warnings and acknowledgments
9. Representations and Warranties: Standard declarations and assurances from both parties
10. Term and Termination: Duration of agreement and termination provisions
11. Confidentiality: Protection of confidential information
12. Governing Law and Jurisdiction: Applicable law and dispute resolution
1. Performance Fees: Additional fee structures based on performance (include when performance-based compensation is agreed)
2. Custody Arrangements: Details of custodian arrangements (include when custody services are provided)
3. Foreign Investment Provisions: Specific provisions for overseas investments (include when portfolio includes foreign investments)
4. ESG Investment Criteria: Environmental, Social and Governance investment criteria (include when ESG requirements are specified)
5. Delegation: Provisions for delegation of investment management duties (include when sub-managers may be appointed)
1. Investment Guidelines: Detailed investment parameters and restrictions
2. Fee Schedule: Detailed breakdown of all applicable fees
3. Risk Disclosure Statement: Comprehensive risk warnings as required by MAS
4. Authorized Persons: List of individuals authorized to give instructions
5. Reporting Template: Format and content of periodic reports
6. Investment Restrictions: Specific investment restrictions and limitations
7. Compliance Requirements: Detailed compliance obligations under Singapore law
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