The Account Management Agreement serves as the foundational document governing the relationship between professional account managers and their clients in the United States. It is essential when establishing formal account management services, whether for investment accounts, business accounts, or other professional services. The agreement encompasses crucial elements such as service scope, fee structures, regulatory compliance, risk management, and operational procedures, while ensuring adherence to federal regulations including SEC requirements, state laws, and industry standards. This document is particularly important in regulated industries where clear delineation of responsibilities and compliance obligations is mandatory.
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1. Parties: Identifies and defines all parties to the agreement, including legal names and addresses
2. Background/Recitals: Explains the context and purpose of the agreement
3. Definitions: Defines key terms used throughout the agreement
4. Services: Details the account management services to be provided
5. Fees and Compensation: Outlines fee structure, payment terms, and billing procedures
6. Client Responsibilities: Specifies client obligations and requirements
7. Compliance and Regulatory Requirements: Details regulatory obligations and compliance requirements
8. Confidentiality: Addresses handling of confidential information
9. Term and Termination: Specifies duration and termination conditions
1. Investment Guidelines: Specific investment parameters and restrictions for investment management services
2. Custody Arrangements: Details about custody of assets when custody services are involved
3. Risk Disclosures: Specific risk warnings and acknowledgments for investment products or high-risk services
4. Sub-Advisory Arrangements: Details about third-party service providers when sub-advisors are involved
1. Fee Schedule: Detailed breakdown of all fees and charges
2. Service Level Agreement: Specific service standards and performance metrics
3. Investment Policy Statement: Detailed investment guidelines and objectives
4. Authorized Persons: List of individuals authorized to give instructions
5. Privacy Policy: Detailed privacy and data protection procedures
6. Risk Disclosure Statement: Comprehensive risk warnings and acknowledgments
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