The Financial Management Agreement serves as the primary contractual framework for establishing and governing professional financial management relationships in Indonesia. This document is essential when an individual or corporate client engages a licensed financial manager to provide professional financial management services, including investment management, portfolio administration, and related financial advisory services. The agreement must comply with Indonesian financial regulations, particularly those issued by the Financial Services Authority (OJK), and includes comprehensive provisions for service scope, fee structures, investment guidelines, risk disclosures, and reporting requirements. It is designed to protect both the client's interests and ensure the financial manager's compliance with regulatory obligations, while clearly defining the responsibilities and expectations of all parties involved.
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1. Parties: Identification of the Financial Manager and the Client, including registration details and OJK licenses
2. Background: Context of the agreement and brief description of the services to be provided
3. Definitions: Definitions of key terms used throughout the agreement
4. Appointment and Scope of Services: Formal appointment of the financial manager and detailed scope of financial management services
5. Authority and Responsibilities: Powers granted to the financial manager and their specific responsibilities
6. Client's Responsibilities: Obligations of the client including information provision and cooperation requirements
7. Fees and Expenses: Detail of management fees, performance fees, and other charges
8. Investment Guidelines: Parameters and restrictions for investment decisions
9. Risk Disclosures: Mandatory risk warnings and acknowledgments
10. Reporting and Communications: Frequency and format of financial reports and other communications
11. Confidentiality: Confidentiality obligations and permitted disclosures
12. Compliance with Laws: Obligations regarding regulatory compliance, including AML/CTF requirements
13. Term and Termination: Duration of agreement and termination provisions
14. Dispute Resolution: Process for resolving disputes, including jurisdiction and governing law
15. General Provisions: Standard boilerplate clauses including notices, amendments, and assignment
1. Custodian Arrangements: Required when a third-party custodian is involved in holding client assets
2. Foreign Investment Provisions: Required when portfolio includes foreign investments
3. Shariah Compliance: Required for Islamic financial management services
4. Sub-Advisory Arrangements: Required when external investment advisors or sub-managers are involved
5. Group Account Management: Required when managing accounts for corporate groups or related entities
6. Performance Guarantees: Optional provisions for any guaranteed returns or capital protection
7. Online Access and Digital Services: Required when providing digital platform access
8. Tax Reporting Services: Optional section for additional tax reporting services
1. Schedule 1 - Fee Schedule: Detailed breakdown of all fees, charges, and calculation methods
2. Schedule 2 - Investment Mandate: Detailed investment strategy, asset allocation, and investment restrictions
3. Schedule 3 - Authorized Persons: List of authorized signatories and their powers
4. Schedule 4 - Reporting Templates: Format and content of regular financial reports
5. Schedule 5 - Service Level Agreement: Detailed service standards and response times
6. Appendix A - Risk Disclosure Statement: Comprehensive risk disclosures required by OJK regulations
7. Appendix B - Compliance Procedures: AML/CTF procedures and other compliance requirements
8. Appendix C - Power of Attorney: Standard POA format for account operations
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Banking
Asset Management
Investment Services
Wealth Management
Private Banking
Corporate Finance
Family Office Services
Insurance
Pension Fund Management
Relevant Teams
Legal
Compliance
Risk Management
Investment Management
Client Relations
Operations
Finance
Treasury
Portfolio Administration
Investment Analysis
Wealth Management
Corporate Advisory
Relevant Roles
Chief Financial Officer
Investment Manager
Portfolio Manager
Compliance Officer
Legal Counsel
Risk Manager
Financial Advisor
Wealth Manager
Investment Director
Client Relationship Manager
Operations Manager
Fund Administrator
Treasury Manager
Senior Financial Analyst
Chief Investment Officer
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