¶¶Òõ¶ÌÊÓÆµ

Investment Agency Agreement Template for Qatar

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Investment Agency Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

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."

Document background
The Investment Agency Agreement is a crucial document used in Qatar's financial and investment sector when an investor (Principal) wishes to delegate investment management authority to a professional investment agent. This agreement type is particularly relevant given Qatar's growing role as a regional financial hub and its specific regulatory requirements under the Qatar Financial Centre (QFC) framework. The document must comply with Qatar's Commercial Agents Law (Law No. 13 of 2000) and relevant investment regulations, while potentially also addressing Islamic finance principles if applicable. It typically includes detailed provisions on investment scope, authority limits, compliance requirements, reporting obligations, and fee structures, all tailored to Qatar's legal and regulatory environment. The agreement is essential for establishing clear lines of authority and responsibility in investment management relationships, while ensuring compliance with local laws and regulations.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Alex Denne

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

Relevant legal definitions


















































Clauses







































Relevant Industries

Financial Services

Banking

Investment Management

Real Estate

Private Equity

Venture Capital

Asset Management

Islamic Finance

Wealth Management

Corporate Services

Professional Services

Family Office Services

Relevant Teams

Legal

Compliance

Investment Management

Risk Management

Finance

Client Relations

Operations

Due Diligence

Portfolio Management

Wealth Management

Asset Management

Executive Management

Relevant Roles

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

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

Find the exact document you need

Share Price Agreement

A Qatar-law governed agreement establishing the methodology and terms for determining share prices in a company, ensuring compliance with local corporate and financial regulations.

find out more

Simple Investment Agreement

A Qatar law-governed agreement establishing terms and conditions for investment in a company, including share subscription, investor rights, and key protections.

find out more

Financial Advisor Agreement

A Qatar-law governed agreement establishing the terms for professional financial advisory services, incorporating QFC regulations and local financial services requirements.

find out more

Investment Deed

A Qatar law-governed document that formalizes investment arrangements, detailing terms, conditions, and mechanics of investments in the Qatari market.

find out more

Investment Protection Agreement

A Qatari law-governed agreement establishing protection framework for foreign investments in Qatar, aligned with local investment laws and regulations.

find out more

Memorandum Of Agreement For Investment

A Qatari law-governed agreement establishing terms and conditions for investment arrangements between foreign investors and local entities in Qatar.

find out more

Joint Investment Agreement

Qatar-law governed agreement establishing terms and conditions for joint investments between multiple parties, including capital contributions, management rights, and profit-sharing arrangements.

find out more

Business Investment Contract

A Qatar law-governed agreement establishing terms and conditions for business investment, including investment structure, rights, obligations, and governance framework.

find out more

Term Sheet Share Purchase Agreement

A Qatar law-governed preliminary agreement outlining key terms and conditions for a proposed share purchase transaction.

find out more

Share Allotment Agreement

A Qatar law-governed agreement detailing the terms and conditions for the issuance and subscription of new shares in a Qatari company.

find out more

Simple Stock Transfer Agreement

A Qatar law-governed agreement for the transfer of shares between parties, complying with local commercial and securities regulations.

find out more

Investment Owners Contract

A Qatari law-governed agreement establishing rights, obligations, and relationships between investment owners in a business venture or asset.

find out more

Agreement For Transfer Of Shares

A Qatar law-governed agreement documenting the transfer of shares between parties, setting out terms, conditions, and regulatory compliance requirements.

find out more

Agreement For Sale Of Shares

A Qatar law-governed agreement for the transfer of company shares between parties, outlining terms, conditions, and obligations of the share sale transaction.

find out more

Mezzanine Loan Term Sheet

A Qatar law-governed term sheet outlining key terms and conditions for a mezzanine financing facility, combining debt and equity characteristics.

find out more

Bond Repurchase Agreement

Qatar law-governed agreement for the sale and repurchase of bonds between financial institutions, compliant with QCB regulations.

find out more

Stock Agreement

A Qatar law-governed agreement detailing the terms and conditions for the sale and purchase of company shares, ensuring compliance with local regulations and protecting parties' interests.

find out more

Mezzanine Debt Term Sheet

A term sheet outlining key terms and conditions for mezzanine financing under Qatar law, combining debt and equity elements with local regulatory compliance.

find out more

Investment Agency Agreement

A Qatari law-governed agreement appointing an agent to manage investments on behalf of a principal, setting out investment parameters and regulatory compliance requirements.

find out more

Profit Sharing Agreement For Investors

A Qatar-law governed agreement establishing profit-sharing arrangements between investors and business entities, defining investment terms, profit distribution, and management rights.

find out more

Investment Guarantee Agreement

A Qatar-law governed agreement providing investment protection and risk guarantees for investments in Qatar, incorporating local legal requirements and international standards.

find out more

Equity Commitment Agreement

A Qatar law-governed agreement establishing binding commitments for equity funding, including investment terms, conditions, and compliance with local regulations.

find out more

Investment Advisory Agreement

A Qatar-law governed agreement establishing an investment advisory relationship between advisor and client, compliant with QFC regulations.

find out more

Stock Swap Agreement

A Qatar law-governed agreement facilitating the exchange of shares between corporations, including valuation terms and regulatory compliance requirements.

find out more

Equity Investment Agreement

A Qatar law-governed agreement setting out terms and conditions for equity investment in a company, including share rights, governance, and investor protections.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.