The Investment Mandate Agreement is a crucial document used when establishing a discretionary investment management relationship between professional investment managers and their clients. It serves as the primary agreement defining how client assets will be managed, investment strategies implemented, and services delivered. Under English and Welsh law, this agreement must comply with strict regulatory requirements, including FCA regulations and MiFID II provisions. The document typically includes detailed provisions on investment objectives, risk parameters, reporting requirements, fee structures, and operational procedures.
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1. Parties: Details of the investment manager and client
2. Background: Context and purpose of the investment mandate
3. Definitions: Key terms used throughout the agreement
4. Appointment and Authority: Scope of investment manager's appointment and powers
5. Investment Objectives and Restrictions: Agreed investment strategy and limitations
6. Fees and Expenses: Management fees, performance fees, and other charges
7. Reporting Requirements: Frequency and content of investment reports
8. Term and Termination: Duration and termination provisions
1. Custody Arrangements: Details of custody services if provided - include when custody services are part of the mandate
2. Performance Benchmarks: Specific performance targets and measurement - include when specific performance metrics are agreed
3. Delegation: Terms for delegating investment management duties - include when sub-managers may be appointed
1. Investment Guidelines: Detailed investment restrictions and parameters
2. Fee Schedule: Detailed breakdown of all fees and charges
3. Authorized Persons: List of individuals authorized to give instructions
4. Reporting Template: Format and content of regular reports
5. Risk Disclosures: Detailed risk warnings and disclosures
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