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Management Fee Agreement

Management Fee Agreement Template for Switzerland

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Key Requirements PROMPT example:

Management Fee Agreement

"I need a Management Fee Agreement between our Swiss parent company and its UK subsidiary for IT management services, including quarterly fee calculations based on headcount and service usage, starting from January 2025."

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Document background
The Management Fee Agreement is a crucial document used in Swiss business relationships where one entity provides management services to another for a fee. This agreement is particularly common in corporate group structures, investment management relationships, and professional service arrangements. The document serves to clearly define the scope of services, establish fee calculation methodologies, and set out payment terms while ensuring compliance with Swiss legal requirements, particularly the Swiss Code of Obligations and financial market regulations. It's essential for businesses operating in Switzerland to formalize their management service arrangements and ensure proper documentation of fee structures for tax and regulatory purposes. The agreement typically includes detailed schedules for service specifications and fee calculations, making it a comprehensive framework for managing service relationships.
Suggested Sections

1. Parties: Identification of the service provider and recipient, including full legal names, registration details, and addresses

2. Background: Context of the agreement, relationship between parties, and purpose of the management services

3. Definitions: Key terms used throughout the agreement, including 'Management Services', 'Fees', 'Service Period', etc.

4. Scope of Services: Detailed description of management services to be provided

5. Fee Structure: Base fee calculation, payment terms, and frequency

6. Payment Terms: Invoice timing, payment methods, currency, and late payment consequences

7. Term and Termination: Duration of agreement, renewal terms, and termination conditions

8. Obligations of Service Provider: Key responsibilities, performance standards, and reporting requirements

9. Obligations of Recipient: Cooperation requirements, information provision, and access rights

10. Confidentiality: Protection of business information and data privacy compliance

11. Liability and Indemnification: Limitation of liability and indemnification obligations under Swiss law

12. Governing Law and Jurisdiction: Confirmation of Swiss law application and jurisdiction for disputes

13. Miscellaneous: Standard provisions including severability, entire agreement, and amendments

Optional Sections

1. Performance Metrics: Include when fee structure includes performance-based components

2. Regulatory Compliance: Required for regulated industries or when specific Swiss financial regulations apply

3. Insurance: Include when specific insurance coverage requirements exist

4. Intellectual Property: Necessary when management services involve creation or use of IP

5. Non-Competition: Include when protecting against competitive activities is relevant

6. Force Majeure: Optional clause for addressing unforeseeable circumstances

7. Assignment: Include when transfer of rights needs to be specifically regulated

8. Data Protection: Detailed section required when extensive personal data processing is involved

Suggested Schedules

1. Schedule 1 - Service Description: Detailed breakdown of management services and deliverables

2. Schedule 2 - Fee Calculation: Detailed methodology for calculating management fees

3. Schedule 3 - Key Personnel: List of key personnel responsible for service delivery

4. Schedule 4 - Service Levels: Performance standards and metrics if applicable

5. Schedule 5 - Reporting Requirements: Format and frequency of management reports

6. Appendix A - Power of Attorney: If required for specific management functions

7. Appendix B - Compliance Requirements: Specific regulatory or internal compliance requirements

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions







































Clauses

































Relevant Industries

Financial Services

Investment Management

Corporate Services

Professional Services

Management Consulting

Private Equity

Real Estate Management

Asset Management

Family Office Services

Healthcare Management

Hospitality Management

Technology Services

Industrial Management

Relevant Teams

Legal

Finance

Compliance

Tax

Operations

Treasury

Risk Management

Corporate Secretariat

Business Development

Contract Administration

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Legal Counsel

Corporate Secretary

Managing Director

Finance Director

Compliance Officer

Tax Manager

Operations Director

Contract Manager

Financial Controller

Group Treasurer

Risk Manager

Business Development Manager

Management Consultant

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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