The Money Management Contract is essential for establishing a formal investment management relationship between professional money managers and their clients in England and Wales. It is commonly used when individuals or institutions seek professional management of their investment portfolios. The contract addresses crucial elements including investment strategy, risk management, fee structures, and reporting requirements while ensuring compliance with FCA regulations and UK financial services legislation. This document provides legal protection for both parties and clearly defines the scope of services, responsibilities, and expectations in the investment management relationship.
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1. Parties: Identification of the money manager and client, including registration details and addresses
2. Background: Context of the agreement and brief overview of services to be provided
3. Definitions: Key terms used throughout the agreement
4. Services: Detailed description of money management services to be provided
5. Authority and Discretion: Scope of manager's authority to make investment decisions
6. Fees and Charges: Management fees, performance fees, and other applicable charges
7. Reporting and Communications: Frequency and format of financial reports and client communications
8. Obligations and Responsibilities: Duties of both parties including compliance requirements
9. Risk Disclosures: Mandatory risk warnings and investment risk explanations
10. Termination: Conditions and process for ending the agreement
1. Investment Strategy: Specific investment approach and restrictions when client requires specific investment parameters or restrictions
2. Performance Benchmarks: Agreed performance metrics and targets when specific performance measurements are required
3. Third-Party Arrangements: Details of custodians, brokers, or other service providers when external service providers are involved
4. Client Categorization: Classification of client under FCA rules when dealing with retail or professional clients
1. Fee Schedule: Detailed breakdown of all fees and charges
2. Investment Policy Statement: Detailed investment objectives and constraints
3. Risk Profile Assessment: Client's risk tolerance evaluation
4. Authorized Persons: List of individuals authorized to give instructions
5. Service Level Agreement: Detailed service standards and response times
6. Compliance Documentation: Required regulatory forms and disclosures
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