Asset Management Proposal Template for Germany

1. ESG Integration: Details of ESG investment approach when relevant for environmentally conscious clients

2. Specialized Asset Classes: Specific sections for alternative investments or specialized strategies if applicable

3. Currency Management: For international clients requiring currency hedging or management

4. Tax Considerations: Specific tax-related information for clients with special tax status or requirements

5. Digital Services: Description of online platforms and digital tools if offered

6. Family Office Services: Additional family office services if targeting UHNW clients

7. Sustainable Finance Disclosures: Additional disclosures required under SFDR if marketing sustainable investments

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

2. Schedule 2: Investment Guidelines: Detailed investment restrictions, limits, and permitted instruments

3. Schedule 3: Risk Disclosure Document: Comprehensive risk disclosures required by German regulations

4. Schedule 4: Client Profile Assessment: MiFID II compliant client profiling and suitability assessment

5. Schedule 5: Performance Track Record: Historical performance data and relevant benchmarks

6. Schedule 6: Team Biographies: Profiles of key investment professionals

7. Appendix A: Sample Reports: Examples of client reporting and communications

8. Appendix B: Operational Procedures: Details of operational processes and client onboarding