The Investment Mandate Agreement is a crucial document used when establishing a professional investment management relationship in Indonesia. It is typically employed when individuals, corporations, or institutions seek to delegate the management of their investment portfolio to a licensed investment manager. The agreement must comply with Indonesian Financial Services Authority (OJK) regulations and includes detailed provisions on investment strategy, risk management, fees, and reporting requirements. This document is essential for ensuring clear understanding between parties and maintaining regulatory compliance in the Indonesian investment management industry. The agreement includes specific provisions required by Indonesian law and typically references key regulations such as Law No. 25 of 2007 on Investment and OJK regulations on investment management services.
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1. Parties: Identification of the investment manager and the client, including their respective legal status and authority
2. Background: Context of the agreement, including the client's intention to appoint the investment manager and the manager's qualifications and licenses
3. Definitions: Detailed definitions of technical terms, regulatory references, and key concepts used throughout the agreement
4. Appointment and Authority: Formal appointment of the investment manager and scope of delegated authority
5. Investment Objectives and Strategy: Clear statement of investment goals, strategy, and any specific requirements or restrictions
6. Services and Obligations: Detailed description of services to be provided by the investment manager and their specific obligations
7. Client's Obligations: Responsibilities and obligations of the client, including information provision and compliance requirements
8. Fees and Expenses: Comprehensive fee structure, including management fees, performance fees, and other charges
9. Risk Disclosures: Mandatory risk warnings and acknowledgments as required by Indonesian regulations
10. Reporting and Valuations: Requirements for periodic reporting, portfolio valuations, and performance measurement
11. Compliance and Regulations: Compliance with Indonesian laws, OJK regulations, and other applicable requirements
12. Confidentiality: Provisions regarding the protection and handling of confidential information
13. Term and Termination: Duration of the agreement and circumstances under which it can be terminated
14. Governing Law and Dispute Resolution: Specification of Indonesian law as governing law and dispute resolution mechanisms
1. Multiple Portfolio Management: Additional provisions for managing multiple investment portfolios with different strategies - used when client has multiple investment accounts
2. Delegation and Sub-Management: Provisions allowing for delegation of certain functions to third parties - used when sub-managers may be appointed
3. Special Investment Restrictions: Additional investment restrictions beyond standard guidelines - used for clients with specific ethical, religious, or risk requirements
4. Foreign Investment Provisions: Special provisions for foreign investments - used when portfolio includes offshore investments
5. Shariah Compliance: Additional provisions ensuring compliance with Shariah principles - used for Islamic investment mandates
6. Custody Arrangements: Detailed custody provisions - used when specific custody arrangements are required beyond standard terms
1. Investment Guidelines: Detailed investment parameters, restrictions, and permissible instruments
2. Fee Schedule: Detailed breakdown of all fees, calculations methods, and payment terms
3. Authorized Persons: List of authorized signatories and their respective powers
4. Reporting Templates: Standard formats for periodic reports and performance measurements
5. Risk Management Procedures: Detailed risk management and monitoring procedures
6. Operating Procedures: Day-to-day operational procedures and communication protocols
7. Compliance Requirements: Detailed compliance procedures and regulatory requirements
8. Power of Attorney: Formal power of attorney document as required under Indonesian law
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Investment Management
Banking
Insurance
Pension Funds
Asset Management
Wealth Management
Private Equity
Corporate Treasury
Family Offices
Relevant Teams
Legal
Compliance
Investment Management
Risk Management
Operations
Client Relations
Treasury
Finance
Portfolio Management
Due Diligence
Corporate Governance
Regulatory Affairs
Relevant Roles
Investment Manager
Portfolio Manager
Chief Investment Officer
Legal Counsel
Compliance Officer
Risk Manager
Investment Advisor
Relationship Manager
Treasury Manager
Chief Financial Officer
Fund Manager
Asset Manager
Investment Analyst
Due Diligence Officer
Operations Manager
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