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Investment Agency Agreement
"I need an Investment Agency Agreement for a Qatar-based family office appointing an investment agent to manage a $50M portfolio focusing on real estate and Islamic-compliant investments, with the agreement starting January 1, 2025."
1. Parties: Identifies and provides full details of the Principal (Investment Owner) and the Agent, including their legal status and registration details
2. Background: Explains the context of the agreement, including the Principal's desire to invest and the Agent's qualifications and authority to act as investment agent
3. Definitions: Defines key terms used throughout the agreement, including types of investments, relevant markets, and technical terms
4. Appointment and Scope: Details the formal appointment of the Agent and defines the scope of authority and investment mandate
5. Term of Agreement: Specifies the duration of the agency relationship, including start date and any renewal provisions
6. Agent's Authority and Limitations: Clearly defines what the Agent can and cannot do on behalf of the Principal, including investment limits and restricted activities
7. Investment Guidelines: Specifies permitted investment types, risk parameters, and any restricted investments or sectors
8. Fees and Expenses: Details all fees payable to the Agent, including management fees, performance fees, and treatment of expenses
9. Reporting and Accountability: Specifies reporting requirements, frequency of reports, and accountability measures
10. Compliance and Regulatory Matters: Addresses compliance with Qatari laws, including anti-money laundering requirements and investment regulations
11. Representations and Warranties: Contains standard and specific representations and warranties from both parties
12. Confidentiality: Defines confidential information and establishes obligations for its protection
13. Termination: Details grounds for termination, notice requirements, and consequences of termination
14. Governing Law and Dispute Resolution: Specifies Qatar as governing law and outlines dispute resolution mechanisms
1. Force Majeure: Optional clause defining force majeure events and their consequences, particularly relevant if dealing with international investments
2. Non-Competition: Optional restrictions on Agent's activities, used when Agent has access to sensitive investment strategies or client information
3. Shariah Compliance: Required only if investments must comply with Islamic finance principles
4. Sub-Agents: Include when the Agent may need to appoint sub-agents in certain markets or for specific functions
5. Insurance: Optional section detailing required insurance coverage, particularly relevant for high-value investments
6. Power of Attorney: Optional section detailing specific powers granted to the Agent, used when formal POA is required for certain transactions
1. Investment Guidelines and Restrictions: Detailed parameters for investments, including asset classes, geographical restrictions, and risk limits
2. Fee Schedule: Detailed breakdown of all fees, calculations, and payment terms
3. Reporting Requirements: Templates and specifications for required reports
4. Key Personnel: List of key personnel responsible for managing the investment mandate
5. Anti-Money Laundering Procedures: Detailed AML procedures and requirements in compliance with Qatari law
6. Power of Attorney Form: Standard form of power of attorney if required
7. Contact Details: Complete contact information for all relevant parties and authorized representatives
Authors
Financial Services
Banking
Investment Management
Real Estate
Private Equity
Venture Capital
Asset Management
Islamic Finance
Wealth Management
Corporate Services
Professional Services
Family Office Services
Legal
Compliance
Investment Management
Risk Management
Finance
Client Relations
Operations
Due Diligence
Portfolio Management
Wealth Management
Asset Management
Executive Management
Chief Investment Officer
Investment Manager
Legal Counsel
Compliance Officer
Financial Controller
Risk Manager
Portfolio Manager
Wealth Manager
Investment Advisor
Chief Executive Officer
Chief Financial Officer
Investment Analyst
Fund Manager
Asset Manager
Relationship Manager
Due Diligence Officer
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