Stock Management Agreement Template for Australia

1. Electronic Trading Platform: Include when the stock management involves use of specific trading platforms or software

2. International Transfers: Required when the agreement covers cross-border stock transactions

3. Employee Stock Options: Include when the agreement covers management of employee stock option plans

4. Dividend Processing: Add when the stock manager will handle dividend distributions

5. Custodial Services: Include when physical stock certificates need to be held in custody

6. Corporate Actions: Add when the stock manager will handle corporate actions like splits, consolidations, or rights issues

7. Audit Rights: Include when specific audit provisions beyond standard reporting are required

8. Business Continuity: Add when specific disaster recovery and business continuity requirements are needed

1. Schedule 1 - Fee Schedule: Detailed breakdown of all fees, charges, and payment terms

2. Schedule 2 - Service Level Agreement: Specific performance metrics and service standards

3. Schedule 3 - Authorized Representatives: List of authorized personnel who can give instructions

4. Schedule 4 - Report Templates: Templates for required regular reports and notifications

5. Schedule 5 - Stock Transfer Procedures: Detailed procedures for processing stock transfers

6. Schedule 6 - Security Protocols: Security requirements and procedures for protecting data and assets

7. Appendix A - Required Forms: Standard forms used in stock management operations

8. Appendix B - System Specifications: Technical requirements for any electronic systems used