• October 13, 2023
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Understanding Key Terms and Agreements in Investment Management

In the world of investment management, it is essential to be familiar with key terms and agreements that govern various aspects of the industry. These terms and agreements play a crucial role in shaping the relationship between investors and investment managers, ensuring clarity, and protecting the interests of all parties involved.

Investment Management Agreement Key Terms

One key aspect of investment management is the investment management agreement. This agreement outlines the terms and conditions under which an investment manager will operate on behalf of an investor. Understanding the key terms in this agreement is vital as it governs the relationship between the investor and the investment manager.

Contracts and Public Policy

Another important consideration is whether a contract is against public policy. If a contract is found to be against public policy, it may be deemed unenforceable or void. Investors and investment managers must be aware of this concept to ensure that their agreements adhere to legal and ethical standards.

Software License Agreements

When it comes to software, a term sheet software license agreement establishes the terms and conditions for the use of specific software. This agreement details the rights and responsibilities of both the software provider and the licensee, ensuring a clear understanding of the software’s usage and any associated limitations.

Executive Coaching Agreements

Executive coaching has become increasingly popular in the corporate world, and executive coaching agreements are the key to formalizing this relationship. These agreements define the scope of the coaching engagement, the responsibilities of the coach, and the expectations of the executive being coached.

Breach of Contract

In the unfortunate event of a breach of contract, understanding the statement of claim breach of contract becomes crucial. This legal document outlines the nature of the breach, the damages sought, and the desired resolution. It serves as a formal notification and initiates the process of addressing the breach.

Enterprise Agreements

Enterprise agreements are commonly used in various industries to establish employment conditions and terms. Examples include the Town of Claremont Enterprise Agreement 2017 and the UPA Enterprise Agreement. These agreements provide a framework for employment relationships, covering areas such as wages, working hours, and employee rights.

Cancellation of Agreement

When parties wish to terminate an agreement, the cancellation of agreement clause becomes relevant. This clause outlines the conditions and procedures for canceling the agreement, ensuring that both parties are aware of their rights and obligations in such circumstances.

Settlement Agreements

Lastly, settlement agreements are vital in resolving disputes outside of the courtroom. Understanding the date on settlement agreement is crucial as it determines when the agreement becomes legally binding and enforceable. This date plays a significant role in ensuring that all parties fulfill their obligations as outlined in the settlement agreement.


By understanding these key terms and agreements in investment management, investors and investment managers can navigate the industry with confidence, ensuring compliance with legal and ethical standards while protecting their interests.