Asset Management Agreement

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Microsoft Word (Editable)

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Document Overview

An Asset Management Agreement is a legally binding contract between a client (individual, company, or institution) and a professional asset manager (usually a licensed company or financial institution) that sets out the terms under which the manager will handle, invest, and oversee the client’s assets.

Purpose of an Asset Management Agreement

1. Define the Relationship – It formalizes the client–asset manager relationship, clarifying roles, duties, and responsibilities.
2. Protect the Client’s Interests – Ensures the manager acts prudently, in good faith, and in the client’s best interest.
3. Set Investment Objectives – Establishes clear goals such as income generation, wealth preservation, or capital growth.
4. Provide Accountability – Requires regular reporting and record-keeping for transparency.
5. Allocate Risks and Liabilities – Clarifies what risks are borne by the client (e.g., market losses) versus those caused by the manager’s negligence or fraud.
6. Ensure Legal Compliance

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Asset Management Agreement

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