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Investment Advisory Agreement Playbook Template

Investment Advisory agreements govern the relationship of a financial advisor and its clients. These contracts are not just limited to consumers ‚ÄĒ businesses also have key advisors where concepts such as liability and asset management arise. One particular area of concern relates to trade secrets, as well as scope and relationship to other parties. When negotiating, careful attention should be placed around the exchange of information.

Issue & Concept List
  • ‚ÄćScope of Work; Investment ¬†Guidelines/Policy
  • Term and Termination
  • Payment and Compensation
  • Fees, Expenses, and ¬†Reimbursement
  • Relationship of Parties / Relationship ¬†with Third Parties
  • Indemnification
  • Remedies; Limitation ¬†of Liability
  • Confidentiality & Defend ¬†Trade Secrets Act of 2016
  • Intellectual Property
  • Asset Management
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Executive Employment Agreement Playbook Template

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When top talent is involved, employment contracts are subject to heavy negotiation. Here are the key issues to look out for.

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