Account Management Review Template for Australia

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Key Requirements PROMPT example:

Account Management Review Template

"I need an Account Management Review Template for a financial services firm that specializes in wealth management, with specific focus on ESG investment reporting and quarterly performance metrics for high-net-worth clients, compliant with Australian ASIC requirements for Q1 2025."

Document background

The Account Management Review Template serves as a crucial tool for businesses operating in Australia to maintain compliance with regulatory requirements while ensuring effective client relationship management. This template is specifically designed for use during periodic account reviews, typically conducted quarterly or annually, to assess service delivery, performance metrics, and compliance status. It incorporates requirements from key Australian legislation including the Corporations Act 2001, ASIC guidelines, and privacy regulations, making it suitable for financial services providers and other professional services firms. The template ensures consistency in review processes, facilitates documentation of key findings and recommendations, and supports continuous improvement in account management practices.

Suggested Sections

1. Parties: Identification of the account manager, client, and any other relevant stakeholders

2. Background: Context of the account relationship, including service agreement reference and review period

3. Definitions: Key terms used throughout the document including performance metrics and service standards

4. Account Performance Overview: Summary of key performance indicators and achievement of agreed targets

5. Service Delivery Assessment: Evaluation of service levels provided against agreed standards

6. Compliance Review: Assessment of compliance with regulatory requirements and internal policies

7. Risk Assessment: Review of current risk profile and risk management measures

8. Client Feedback: Summary of client satisfaction and any feedback received during the review period

9. Action Items: List of required actions, improvements, and recommendations

10. Review Outcome: Overall assessment conclusion and next review date

Optional Sections

1. Financial Analysis: Detailed financial performance analysis - include for investment or complex financial accounts

2. Stakeholder Management: Analysis of stakeholder engagement - include for accounts with multiple decision-makers or complex governance structures

3. Technology Review: Assessment of technical solutions and digital services - include for accounts with significant technology components

4. Market Context: Analysis of market conditions affecting account performance - include for investment or market-sensitive accounts

5. Sustainability Assessment: Review of environmental, social, and governance factors - include for accounts with ESG requirements

Suggested Schedules

1. Schedule A - Performance Metrics: Detailed performance data and analytics for the review period

2. Schedule B - Service Level Agreement Review: Detailed assessment against specific SLA requirements

3. Schedule C - Risk Register: Current risk register with updates from the review period

4. Schedule D - Compliance Checklist: Completed compliance checklist for the review period

5. Appendix 1 - Client Meeting Minutes: Minutes from client review meetings during the period

6. Appendix 2 - Supporting Documentation: Relevant certificates, reports, and supporting evidence referenced in the review

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 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

Clauses

Relevant Industries

Financial Services

Professional Services

Banking

Insurance

Investment Management

Wealth Management

Corporate Services

Information Technology

Consulting

Business Services

Relevant Teams

Account Management

Client Services

Compliance

Risk Management

Operations

Quality Assurance

Business Development

Client Success

Portfolio Management

Service Delivery

Relevant Roles

Account Manager

Relationship Manager

Client Service Manager

Compliance Officer

Risk Manager

Business Development Manager

Portfolio Manager

Service Delivery Manager

Operations Manager

Quality Assurance Manager

Client Success Manager

Senior Account Executive

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