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Account Management Agreement

Account Management Agreement Template for Singapore

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Key Requirements PROMPT example:

Account Management Agreement

"Need an Account Management Agreement for a Singapore-based fintech company managing retail client portfolios, with specific provisions for digital platform access and automated trading systems, to be implemented by March 2025."

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What is a Account Management Agreement?

The Account Management Agreement is essential for establishing professional account management relationships in Singapore's financial sector. It defines the scope of services, responsibilities, and obligations between financial institutions and their clients, ensuring compliance with Singapore's regulatory framework, including MAS guidelines and the Securities and Futures Act. This agreement is particularly crucial for maintaining clear accountability and protecting both parties' interests in financial service relationships.

What sections should be included in a Account Management Agreement?

1. Parties: Identification of the account manager and client, including full legal names and registered addresses

2. Background: Context of the agreement and brief description of the services to be provided

3. Definitions: Key terms used throughout the agreement

4. Services: Detailed description of account management services to be provided

5. Duties and Responsibilities: Obligations of both account manager and client

6. Fees and Charges: Fee structure, payment terms, and expenses

7. Risk Disclosures: Mandatory risk warnings and acknowledgments

8. Term and Termination: Duration of agreement and termination provisions

9. Governing Law: Singapore law governing clause and jurisdiction

What sections are optional to include in a Account Management Agreement?

1. Digital Services: Terms relating to online platforms or digital services when digital platforms are part of service delivery

2. Overseas Investments: Additional terms for foreign investments when portfolio includes non-Singapore investments

3. Delegation: Terms regarding delegation of services to third parties when sub-managers or delegates may be appointed

4. Research Services: Terms relating to research provision when research services are included

What schedules should be included in a Account Management Agreement?

1. Fee Schedule: Detailed breakdown of all fees and charges

2. Investment Guidelines: Specific investment parameters and restrictions

3. Risk Disclosure Statement: Detailed risk warnings as required by MAS

4. Authorized Persons: List of persons authorized to give instructions

5. Service Level Agreement: Detailed service standards and performance metrics

6. Data Protection Schedule: Detailed terms regarding personal data handling

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions



































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Industries

Securities and Futures Act (SFA): Primary legislation governing securities, futures, and financial services in Singapore, including licensing requirements and conduct of business regulations

Financial Advisers Act (FAA): Regulatory framework for financial advisory services in Singapore, including licensing, conduct, and client handling requirements

Companies Act: Primary legislation governing corporate entities in Singapore, relevant for corporate structure and governance provisions

Personal Data Protection Act 2012 (PDPA): Legislation governing the collection, use, disclosure, and care of personal data, essential for client data protection provisions

MAS Guidelines: Regulatory guidelines issued by the Monetary Authority of Singapore covering various aspects of financial services operations

MAS Notice on Technology Risk Management: Specific guidelines for managing technology risks in financial institutions, including cybersecurity and system resilience

AML/CFT Regulations: Anti-Money Laundering and Counter-Terrorism Financing regulations including the Corruption, Drug Trafficking and Other Serious Crimes Act

Consumer Protection (Fair Trading) Act: Legislation protecting consumers against unfair practices and establishing fair trading standards

Electronic Transactions Act: Framework for electronic transactions and digital signatures, relevant for digital service provisions

Cybersecurity Act 2018: Legislation establishing cybersecurity requirements and standards for critical information infrastructure

Mediation Act: Framework for mediation proceedings in Singapore, relevant for dispute resolution provisions

Arbitration Act: Legal framework for arbitration proceedings in Singapore, important for alternative dispute resolution clauses

SIAC Rules: Singapore International Arbitration Centre Rules, providing structured arbitration procedures for dispute resolution

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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