PLAYBOOK TEMPLATES
Investment Advisory Agreement
An Investment Advisory Agreement outlines the relationship between an advisor and client, specifying fiduciary duties and compensation. This playbook emphasizes regulatory compliance, performance reporting, and termination triggers.
Finance & Capital Markets
Issue & Concept List
Definitions & Interpretation
Representations & Warranties
Covenants & Undertakings
Events of Default & Remedies
Security & Collateral
Conditions Precedent
Indemnities & Liability Limits
Fees & Payment Mechanics
Termination & Exit Strategies
Governing Law & Dispute Resolution
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What you get in this playbook
1
Definitions & Interpretation
Establishes clear definitions and interpretation rules for key contract terms to avoid ambiguity.
2
Representations & Warranties
Sets out each party’s factual statements and assurances about matters such as authority, accuracy of information, and compliance.
3
Covenants & Undertakings
Defines ongoing obligations and conduct requirements for each party before and after closing.
4
Events of Default & Remedies
Specifies default triggers and the consequences or cure periods associated with them.
5
Security & Collateral
Addresses the creation, perfection, and enforcement of security interests or collateral to secure obligations.
6
Conditions Precedent
Lists the requirements and conditions that must be satisfied before the agreement becomes effective or funding occurs.
7
Indemnities & Liability Limits
Sets out each party’s obligations to compensate the other for specified losses and caps on liability.
8
Fees & Payment Mechanics
Outlines fee structures, interest rates, payment schedules, and invoicing procedures.
9
Termination & Exit Strategies
Specifies the rights, obligations, and procedures for early termination or exit events.
10
Governing Law & Dispute Resolution
Determines the applicable law, jurisdiction, and mechanisms for resolving disagreements.
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