We provide commercial solutions, efficient contract management and expertly negotiate your agreements to close deals smoothly. We believe experienced and professional contract negotiation is critical to ensure your business relationships get off to the right start.
Our specialist expertise is drafting, reviewing, negotiating all types of contracts with asset managers, clients and counterparties in all jurisdictions across the globe for the provision of investment management services including:
- investments management agreements;
- investment advisory agreements;
- rebalancing agreements;
- transition management agreements;
- overlay agreements;
- FX agreements;
- cash and interim management agreements;
- execution only agreements;
- sub-advisory agreements/delegation agreements; and
- any amendments, terminations and attachments thereto.
Other areas of expertise include:
- distribution agreements;
- custody agreements;
- administration agreements;
- outsourcing agreements;
- broker agreements;
- introducer agreements;
- securities lending and agency agreements;
- confidentiality agreements;
- power of attorneys;
- pension policy documents/life insurance policy wrappers;
- settlement agreements;
- service agreements;
- data protection related agreements; and
- all other related agreements.
In addition, we can assist you with:
- building an investment management legal team through drafting global policies, procedures, templates and negotiation guidelines, assisting with defining job descriptions and roles and responsibilities for new team members, and training team members;
- developing your legal departments strategy;
- developing and drafting legal and regulatory policies and procedures;
- legal and regulatory research projects;
- liaising, preparing extensive advice and providing commercial solutions to executive and senior management across the globe on complex legal, regulatory, commercial, strategic and escalation issues;
- attending and presenting at client and internal meetings;
- holding training sessions for the business on investment management; and
- interpreting and applying multi-jurisdictional laws and regulations.
