The Account Management Review contract is essential for businesses operating in India that require structured oversight of their account relationships and service delivery. This document is typically used when establishing or formalizing account management services between professional service providers and their clients, particularly in situations requiring regular performance review and compliance monitoring. It incorporates requirements from Indian regulatory frameworks, including the Banking Regulation Act, RBI guidelines, and data protection regulations. The contract is designed to ensure transparent service delivery, clear performance metrics, and compliance with Indian financial services regulations while protecting both parties' interests. It includes comprehensive provisions for service scope, review mechanisms, reporting requirements, and risk management, making it suitable for both domestic and international organizations operating within Indian jurisdiction.
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1. Parties: Identification of the service provider and the client, including their registered addresses and company details
2. Background: Context of the agreement and brief description of the parties' business relationship
3. Definitions: Definitions of key terms used throughout the agreement
4. Scope of Services: Detailed description of account management services to be provided
5. Service Provider Obligations: Key responsibilities and duties of the account management service provider
6. Client Obligations: Responsibilities and duties of the client, including provision of necessary information and access
7. Performance Metrics: Key performance indicators and service level agreements
8. Review Process: Frequency and methodology of account reviews and performance assessments
9. Reporting Requirements: Details of required reports, their frequency, and content
10. Fees and Payment Terms: Fee structure, payment schedule, and related terms
11. Confidentiality: Provisions for handling confidential information and data protection
12. Term and Termination: Duration of the agreement and conditions for termination
13. Governing Law and Jurisdiction: Specification of Indian law as governing law and jurisdiction details
14. Notices: Process and contact details for formal communications between parties
1. Compliance with Anti-Money Laundering Laws: Include when services involve financial transactions or high-value accounts
2. International Operations: Include when services involve cross-border transactions or international clients
3. Digital Services: Include when account management involves digital platforms or online services
4. Disaster Recovery: Include for high-value or critical account management services
5. Sub-contracting: Include if service provider may need to engage third-party service providers
6. Force Majeure: Include when specific force majeure provisions are needed beyond standard terms
7. Insurance Requirements: Include when specific insurance coverage needs to be maintained
8. Intellectual Property Rights: Include when proprietary tools or software are used in account management
1. Schedule 1 - Service Level Agreement: Detailed performance metrics, response times, and service standards
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, charges, and payment terms
3. Schedule 3 - Reporting Format: Templates and formats for regular reports and reviews
4. Schedule 4 - Key Personnel: List of key team members and their roles
5. Schedule 5 - Data Protection Requirements: Specific data protection and privacy requirements
6. Appendix A - Account Management Procedures: Detailed operational procedures and workflows
7. Appendix B - Escalation Matrix: Contact details and escalation procedures for various situations
8. Appendix C - Compliance Checklist: List of regulatory requirements and compliance procedures
Authors
Relevant legal definitions
Clauses
Relevant Industries
Banking & Financial Services
Professional Services
Information Technology
Business Process Outsourcing
Wealth Management
Insurance
Corporate Services
Investment Management
Consulting
Financial Technology
Relevant Teams
Account Management
Client Services
Finance
Legal
Compliance
Operations
Risk Management
Treasury
Procurement
Business Development
Contract Administration
Relevant Roles
Account Manager
Relationship Manager
Chief Financial Officer
Compliance Officer
Financial Controller
Operations Manager
Client Services Director
Risk Manager
Treasury Manager
Service Delivery Manager
Contract Manager
Legal Counsel
Procurement Manager
Finance Director
Business Development Manager
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