The Account Management Agreement serves as the primary contractual framework for establishing and maintaining professional account management relationships in England and Wales. This document is essential when a service provider takes on the responsibility of managing accounts, whether financial, client, or business accounts, on behalf of another party. It encompasses crucial elements such as service scope, performance metrics, regulatory compliance requirements, data protection measures, and risk management protocols. The agreement is particularly important in regulated industries where clear documentation of responsibilities and service parameters is required by law.
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1. Parties: Identification and details of the contracting parties
2. Background: Context and purpose of the agreement, including regulatory status of parties
3. Definitions: Key terms used throughout the agreement, including regulatory and financial terms
4. Services: Detailed description of account management services and scope
5. Fees and Payment: Payment terms, fee structure, and billing arrangements
6. Obligations of the Parties: Responsibilities of both service provider and client, including regulatory compliance
7. Term and Termination: Duration of agreement and circumstances for termination
8. Confidentiality: Protection of confidential information and data security requirements
9. Liability and Indemnification: Limitations of liability and indemnification provisions
10. Regulatory Compliance: Compliance with applicable financial regulations and laws
1. Service Levels: Specific performance metrics and standards for complex service arrangements
2. International Services: Additional provisions for cross-border services and international compliance
3. Force Majeure: Provisions for unforeseen circumstances affecting service delivery
4. Anti-Money Laundering: Specific provisions for AML compliance and procedures
5. Dispute Resolution: Specific procedures for handling disputes between parties
1. Fee Schedule: Detailed breakdown of fees, charges, and payment terms
2. Service Level Agreement: Detailed performance metrics and reporting requirements
3. Data Processing Agreement: Terms for handling personal data under UK GDPR
4. Contact Details and Escalation Procedure: Key personnel contacts and issue escalation protocol
5. Reporting Requirements: Format, content, and frequency of account reporting
6. Compliance Procedures: Detailed procedures for regulatory compliance and reporting
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