The Short Term Investment Contract serves as a foundational document for managing short-term investment relationships in the Australian financial services sector. It is primarily used when investors seek to place funds with professional investment managers for defined shorter periods, typically ranging from 3 to 24 months. The document ensures compliance with Australian regulatory requirements, including ASIC regulations and the Corporations Act 2001, while protecting both investors' and managers' interests. It includes crucial elements such as investment strategy parameters, risk disclosures, fee structures, withdrawal mechanisms, and reporting obligations. This contract type is particularly relevant in the current market environment where investors seek flexibility while maintaining regulatory compliance and professional investment management.
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1. Parties: Identification of the investment manager/firm and the investor, including ABN/ACN and contact details
2. Background: Context of the investment arrangement and purpose of the agreement
3. Definitions and Interpretation: Definitions of key terms and interpretation rules for the agreement
4. Investment Terms: Core investment parameters including amount, duration, and investment strategy
5. Returns and Distribution: Details of expected returns, calculation methods, and distribution arrangements
6. Fees and Charges: All applicable fees, charges, and expenses related to the investment
7. Risk Disclosure: Mandatory risk warnings and acknowledgments
8. Investor Obligations: Investor's representations, warranties, and ongoing obligations
9. Manager Obligations: Investment manager's duties, responsibilities, and service standards
10. Term and Termination: Duration of the agreement and termination provisions
11. Withdrawal Rights: Conditions and process for early withdrawal of investments
12. General Provisions: Standard legal provisions including notices, governing law, and dispute resolution
1. Additional Services: Used when the manager provides additional investment-related services beyond basic investment management
2. Nominee Arrangements: Required when investments are held by a nominee on behalf of the investor
3. Online Access: Include when providing digital platform access for investment monitoring
4. Margin Lending: Required when the investment involves margin lending facilities
5. Tax Reporting: Optional section detailing tax reporting services if provided
6. Related Party Transactions: Include when investments may involve related party transactions
7. International Investment Provisions: Required for investments involving international securities or transactions
1. Investment Strategy: Detailed description of the investment strategy and permitted investments
2. Fee Schedule: Comprehensive breakdown of all fees, charges, and calculation methods
3. Risk Disclosure Statement: Detailed risk warnings and specific investment risks
4. Application Form: Standard form for investor details and investment amount
5. Identity Verification Requirements: AML/CTF compliance documentation requirements
6. Investment Parameters: Specific investment limits, restrictions, and guidelines
7. Withdrawal Request Form: Standard form for processing withdrawal requests
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Investment Management
Banking
Wealth Management
Private Equity
Hedge Funds
Asset Management
Professional Services
Corporate Finance
Financial Technology
Relevant Teams
Legal
Compliance
Risk Management
Investment Management
Operations
Client Services
Fund Administration
Due Diligence
Portfolio Management
Treasury
Financial Control
Relevant Roles
Investment Manager
Compliance Officer
Legal Counsel
Risk Manager
Portfolio Manager
Financial Advisor
Relationship Manager
Operations Manager
Fund Administrator
Investment Director
Chief Investment Officer
Chief Financial Officer
Due Diligence Officer
Client Services Manager
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