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Sub Advisor Agreement

Sub Advisor Agreement Template for Pakistan

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Key Requirements PROMPT example:

Sub Advisor Agreement

"Need a Sub Advisor Agreement for our Karachi-based investment firm to engage a specialized fixed-income advisory firm starting March 2025, with strict SECP compliance requirements and performance-based fee structure."

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Document background
The Sub Advisor Agreement is utilized when a primary advisory firm needs to engage specialized expertise or additional resources through a sub-advisory relationship. This document is essential in Pakistan's professional services landscape, particularly in financial services, where regulatory oversight by the SECP requires clear documentation of such relationships. The agreement typically outlines the scope of services, regulatory compliance requirements, compensation structures, and operational procedures. It's particularly relevant when firms need to complement their existing capabilities, access specialized expertise, or manage overflow work while maintaining regulatory compliance. The Sub Advisor Agreement must align with Pakistani law, including the Securities Act 2015 and SECP regulations, making it distinct from similar agreements in other jurisdictions.
Suggested Sections

1. Parties: Identification of the Primary Advisor and Sub-Advisor, including their legal status and registration details

2. Background: Context of the agreement, including primary advisor's business and need for sub-advisory services

3. Definitions: Key terms used throughout the agreement, including regulatory and technical terms

4. Appointment and Scope of Services: Formal appointment of sub-advisor and detailed description of services to be provided

5. Regulatory Compliance: Obligations to comply with Pakistani laws, SECP regulations, and other applicable regulatory requirements

6. Representations and Warranties: Statements of fact and assurances from both parties regarding qualifications, licenses, and capacity to perform

7. Duties and Responsibilities: Specific obligations of the sub-advisor, including reporting requirements and performance standards

8. Fees and Payment Terms: Compensation structure, payment schedule, and expenses

9. Confidentiality: Protection of confidential information and trade secrets

10. Intellectual Property: Ownership and usage rights of materials and work product

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

12. Indemnification: Mutual or unilateral indemnification obligations

13. Governing Law and Jurisdiction: Specification of Pakistani law and jurisdiction for dispute resolution

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

Optional Sections

1. Non-Competition: Restrictions on sub-advisor's ability to compete, include when there's risk of competitive activities

2. Insurance Requirements: Specific insurance coverage requirements, include when dealing with high-value advisory services

3. Performance Metrics: Detailed performance evaluation criteria, include when specific measurable outcomes are required

4. Delegation: Terms for further delegation of services, include when sub-delegation might be necessary

5. Force Majeure: Provisions for unforeseen circumstances, include when long-term or critical services are involved

6. Data Protection: Specific data handling requirements, include when dealing with personal or sensitive data

7. Anti-Corruption Compliance: Specific anti-corruption provisions, include when dealing with public sector or high-risk areas

Suggested Schedules

1. Schedule A - Services Description: Detailed description of sub-advisory services and deliverables

2. Schedule B - Fee Structure: Detailed breakdown of fees, commission structures, and payment terms

3. Schedule C - Service Levels: Performance standards and metrics for service delivery

4. Schedule D - Compliance Requirements: Specific regulatory and compliance requirements applicable to the services

5. Schedule E - Required Reports: Format and frequency of required reports and documentation

6. Appendix 1 - Key Personnel: List of key personnel responsible for service delivery

7. Appendix 2 - Insurance Requirements: Detailed insurance coverage requirements and minimums

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

Professional Services

Asset Management

Wealth Management

Corporate Advisory

Investment Banking

Management Consulting

Legal Services

Real Estate Advisory

Relevant Teams

Legal

Compliance

Investment Management

Operations

Risk Management

Finance

Corporate Advisory

Portfolio Management

Client Services

Regulatory Affairs

Relevant Roles

Chief Investment Officer

Head of Asset Management

Legal Counsel

Compliance Officer

Investment Manager

Portfolio Manager

Risk Manager

Chief Operating Officer

Head of Advisory Services

Managing Director

Senior Investment Advisor

Director of Operations

Chief Financial Officer

Head of Legal

Senior Compliance Manager

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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