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The Investment Management Contract serves as the primary agreement between an investment manager and client in Austria, establishing the terms under which the manager will provide professional investment services. This document is essential when an authorized investment firm undertakes to manage a client's investment portfolio on a discretionary basis. It must comply with Austrian financial regulations, particularly the Securities Supervision Act 2018 (WAG 2018), and incorporate EU requirements such as MiFID II. The contract covers crucial elements including investment strategy, risk management, fees, reporting requirements, and regulatory obligations. It's particularly important for ensuring clear understanding of services, responsibilities, and regulatory compliance in the Austrian investment management context.

1. Parties: Identification of the investment manager and the client, including regulatory status and contact details

2. Background: Context of the agreement and brief description of the services to be provided

3. Definitions: Key terms used throughout the agreement

4. Appointment and Authority: Formal appointment of the investment manager and scope of discretionary authority

5. Investment Objectives and Strategy: Agreed investment objectives, strategy, and any restrictions

6. Services: Detailed description of investment management services to be provided

7. Manager's Obligations: Key responsibilities and duties of the investment manager

8. Client's Obligations: Client's responsibilities including information provision and cooperation

9. Fees and Expenses: Management fees, performance fees, and other charges

10. Representations and Warranties: Standard and specific confirmations by both parties

11. Risk Disclosures: Mandatory risk warnings and acknowledgments

12. Reporting and Valuations: Reporting obligations, frequency, and valuation methods

13. Conflicts of Interest: Management of potential conflicts and disclosure obligations

14. Confidentiality: Protection of confidential information and data protection obligations

15. Term and Termination: Duration of agreement and termination provisions

16. Liability and Indemnification: Extent of manager's liability and indemnification provisions

17. Governing Law and Jurisdiction: Austrian law as governing law and jurisdiction provisions