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The Investment Advisor Contract serves as the foundational document for establishing and governing the professional relationship between licensed investment advisors and their clients in Malaysia. This document is essential for compliance with the Capital Markets and Services Act 2007 and Securities Commission Malaysia regulations. It's typically used when an advisor or advisory firm begins a new client relationship, whether with individual or institutional investors. The contract comprehensively covers critical elements including service scope, fiduciary responsibilities, fee structures, risk disclosures, and regulatory compliance requirements. It must align with Malaysian financial regulations, anti-money laundering laws, and data protection requirements, while potentially incorporating specific provisions for Islamic finance services where applicable.

1. Parties: Identification of the investment advisor and the client, including registration/license numbers and contact details

2. Background: Context of the agreement, including advisor's qualifications and client's investment advisory needs

3. Definitions: Key terms used throughout the agreement including investment services, financial instruments, and regulatory terminology

4. Scope of Services: Detailed description of investment advisory services to be provided, including any limitations

5. Advisor's Duties and Responsibilities: Comprehensive outline of the advisor's obligations, including fiduciary duties and regulatory compliance

6. Client's Duties and Responsibilities: Client's obligations including providing accurate information and prompt communication

7. Fees and Payment Terms: Detailed fee structure, payment schedule, and calculation methods

8. Representations and Warranties: Statements of fact and guarantees from both parties

9. Confidentiality: Provisions for handling confidential information and compliance with PDPA 2010

10. Term and Termination: Duration of agreement and circumstances for termination

11. Liability and Indemnification: Limitations of liability and indemnification provisions

12. Governing Law and Jurisdiction: Specification of Malaysian law and jurisdiction

13. General Provisions: Standard clauses including notices, amendments, and severability