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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 — 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
  • ‍Scope 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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