The Discretionary Investment Management Agreement is essential for establishing professional investment management relationships in Indonesia. It is used when a client wishes to delegate investment decision-making authority to a licensed investment manager regulated by OJK (Financial Services Authority). The agreement must comply with Law No. 8 of 1995 on Capital Markets and various OJK regulations, particularly POJK.04/2015 on Investment Manager conduct. The document covers crucial elements including investment mandate, risk parameters, fee structures, reporting requirements, and regulatory compliance obligations. It's particularly important for institutional investors, high-net-worth individuals, and corporate entities seeking professional portfolio management services in Indonesia's growing investment management sector.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership聽of your docs
1. Parties: Identification of the Investment Manager and the Client, including licensing and registration details as required by OJK
2. Background: Context of the agreement, including confirmation of the client's intention to appoint the investment manager
3. Definitions and Interpretation: Key terms used in the agreement, including regulatory-specific terminology
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 on investments
6. Services and Obligations: Detailed description of services to be provided and obligations of the investment manager
7. Client's Obligations: Client's responsibilities, including information provision and compliance with regulations
8. Fees and Expenses: Management fees, performance fees, and other charges, including calculation methods
9. Representations and Warranties: Standard and regulatory-required representations from both parties
10. Risk Disclosure: Mandatory risk warnings and acknowledgments as required by OJK
11. Reporting and Valuations: Reporting obligations, frequency, and content requirements
12. Confidentiality: Confidentiality obligations and permitted disclosures
13. Conflicts of Interest: Management of potential conflicts and disclosure requirements
14. Liability and Indemnification: Scope of liability and indemnification provisions compliant with Indonesian law
15. Term and Termination: Duration, renewal, and termination provisions
16. Governing Law and Dispute Resolution: Indonesian law as governing law and dispute resolution mechanisms
1. Soft Dollar Arrangements: Include when the manager uses soft dollar arrangements, requiring specific disclosure under OJK regulations
2. Foreign Investment Provisions: Include when portfolio includes foreign investments, addressing currency risks and foreign regulations
3. Shariah Compliance: Include for Shariah-compliant investment management services
4. Proxy Voting Rights: Include when the manager may exercise voting rights attached to investments
5. Sub-Manager Arrangements: Include when sub-managers may be appointed
6. Electronic Trading Provisions: Include when electronic trading platforms will be used
7. Force Majeure: Optional broader force majeure provisions beyond standard market disruption events
1. Investment Guidelines: Detailed investment objectives, strategy, restrictions, and benchmarks
2. Fee Schedule: Detailed breakdown of all fees, charges, and calculation methodologies
3. Risk Disclosure Statement: Comprehensive risk disclosures as required by OJK regulations
4. Authorized Persons: List of persons authorized to give instructions on behalf of the client
5. Reporting Requirements: Detailed reporting formats, frequency, and content requirements
6. Anti-Money Laundering Requirements: AML documentation and ongoing monitoring requirements
7. Contact Details: Contact information for notices and communications
8. Power of Attorney: Formal power of attorney document if required under Indonesian law
Find the exact document you need
Corporate Management Agreement
An Indonesian law-governed agreement establishing terms for professional management services, including responsibilities, authority, and governance framework.
Download
Cash Management Services Agreement
An Indonesian law-governed agreement establishing terms for bank-provided cash management services, including operational procedures and regulatory compliance requirements.
Download
Managerial Agreement
An Indonesian law-governed employment agreement for managerial positions, outlining terms, conditions, and responsibilities while ensuring compliance with local labor regulations.
Download
Employment Contract For Marketing Manager
An Indonesian law-compliant employment contract for Marketing Manager positions, outlining key terms, conditions, and responsibilities.
Download
Hotel Management Contract Agreement
An Indonesian law-governed agreement between a hotel owner and management company for the professional operation of a hotel property.
Download
Project Management Consultant Agreement
An Indonesian law-governed agreement establishing terms for project management consulting services, defining scope, responsibilities, and deliverables.
Download
Asset Management Contract
An Indonesian law-governed agreement between an asset manager and client for professional investment management services, compliant with OJK regulations.
Download
Talent Management Contract
An Indonesian law-governed agreement establishing the professional relationship between a talent manager and artist, defining services, compensation, and mutual obligations.
Download
Property Management Form
An Indonesian law-governed agreement establishing terms and conditions for professional property management services, including operational and financial responsibilities.
Download
Management Agreement Form
An Indonesian law-governed agreement establishing terms and conditions for management services, including scope, responsibilities, and compensation structure.
Download
Rental Agreement Software
An Indonesian law-governed agreement establishing terms for temporary software usage, including rental conditions, support, and compliance with local regulations.
Download
Operations And Management Agreement
An Indonesian law-governed agreement establishing terms for professional management and operation of facilities or assets by a specialized operator on behalf of an owner.
Download
Interim Management Contract
An Indonesian law-governed contract establishing temporary management arrangements between a company and an interim manager, compliant with local labor and corporate regulations.
Download
Discretionary Investment Management Agreement
An Indonesian law-governed agreement authorizing an investment manager to make discretionary investment decisions on behalf of a client, subject to OJK regulations.
Download
Construction Management Consultant Agreement
An Indonesian law-governed agreement between a client and construction management consultant for professional construction management services.
Download
Management Company Agreement
An Indonesian law-governed agreement establishing terms for management services provision, including scope, responsibilities, and compliance requirements.
Download
Agreement For Appointment Of Managing Director
An agreement governing the appointment and terms of engagement for a Managing Director in an Indonesian company, compliant with Indonesian corporate law.
Download
Self Storage Management Agreement
An Indonesian law-governed agreement between a storage facility owner and management company for professional operation of a self-storage facility.
Download
Parking Management Agreement
An Indonesian law-governed agreement for the operation and management of parking facilities, establishing terms between property owners and parking management providers.
Download
Management Company Contract
An Indonesian law-governed agreement establishing terms for professional management services, detailing scope, responsibilities, and compliance requirements.
Download
Branch Manager Agreement
An Indonesian law-governed agreement establishing terms and conditions for Branch Manager appointment, including responsibilities, compensation, and compliance requirements.
Download
Management Employment Contract
An Indonesian law-governed employment contract for management-level employees, establishing terms and conditions of employment while ensuring compliance with local labor regulations.
Download
Farm Management Agreement
An Indonesian law-governed agreement establishing terms for professional farm management services, including operational responsibilities and compliance requirements.
Download
Event Management Partnership Agreement
An Indonesian law-governed agreement establishing terms and conditions for event management partnerships, including operational procedures and revenue sharing arrangements.
Download
Third Party Management Agreement
An Indonesian law-governed agreement establishing terms for third-party management services, including scope, fees, and compliance with local regulations.
Download
Fleet Management Contract
An Indonesian law-governed agreement for professional fleet management services, outlining service provider and client responsibilities, operational requirements, and compliance obligations.
Download
Vendor Management Agreement
An Indonesian law-governed agreement establishing terms and framework for vendor management, including service standards, compliance, and operational procedures.
Download
Construction Project Management Contract
An Indonesian law-governed agreement for construction project management services, outlining the terms and conditions between a client and project management consultant.
Download
Personal Management Agreement
An Indonesian law-governed agreement establishing the professional relationship between talent/artist and personal manager, defining services, rights, and obligations.
Download
Energy Management Agreement
An Indonesian law-governed agreement between an ESCO and facility owner for professional energy management services, including performance guarantees and financial arrangements.
Download
Managing Partner Contract
An Indonesian law-governed agreement establishing the terms and conditions for a Managing Partner's role, responsibilities, and rights within a company.
Download
Business Management Agreement
An Indonesian law-governed agreement establishing terms for a management company to operate a business on behalf of its owner, including rights, responsibilities, and operational procedures.
Download
Brand Management Agreement
An Indonesian law-governed agreement between a brand owner and brand management company for professional brand management services and IP protection.
Download
Restaurant Management Agreement
An Indonesian law-governed agreement between a restaurant owner and management company for professional operation of a restaurant business, including operational standards and regulatory compliance.
Download
Management Services Agreement
An Indonesian law-governed agreement establishing terms for professional management services provision, including service scope, performance standards, and regulatory compliance requirements.
Download
Waste Disposal Agreement
An Indonesian law-governed agreement establishing terms for professional waste disposal services, ensuring regulatory compliance and environmental protection.
Download
Interim Management Agreement
Indonesian law-governed agreement for temporary appointment of management professionals, defining scope, authority, and compliance with local regulations.
Download
Management Partnership Agreement
An Indonesian-law governed agreement establishing terms for management services provision between a service provider and partner company, including operational oversight and strategic guidance.
Download
Service Management Contract
An Indonesian law-governed agreement establishing terms and conditions for professional service management between service providers and clients.
Download
Management Buyout Agreement
An Indonesian law-governed agreement facilitating the purchase of a company by its management team from existing shareholders.
Download
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 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
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)