Investment Management Contract Template for Ireland

1. Custody Arrangements: Required if the manager or affiliate provides custody services

2. Client Classification: Detailed section required for retail clients under MiFID II

3. Best Execution: Detailed policy required for retail clients or when requested by professional clients

4. Voting Rights: Include if the manager will exercise voting rights for portfolio securities

5. Research Costs: Required if research costs are charged separately under MiFID II

6. Sub-Advisory Arrangements: Include if sub-managers may be appointed

7. Distribution Provisions: Required if the agreement covers fund distribution services

8. Performance Measurement: Include if specific benchmarks or performance targets apply

1. Schedule 1 - Investment Guidelines: Detailed investment objectives, strategy, and restrictions

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, calculations, and payment terms

3. Schedule 3 - Authorized Persons: List of authorized signatories and instructions

4. Schedule 4 - Reporting Requirements: Detailed reporting specifications and templates

5. Schedule 5 - Risk Disclosures: Comprehensive risk warnings and scenarios

6. Appendix A - Client Classification Notice: MiFID II client categorization and protections

7. Appendix B - Conflicts of Interest Policy: Detailed conflicts management procedures

8. Appendix C - Best Execution Policy: Order execution policy and procedures

9. Appendix D - Data Protection Notice: GDPR-compliant privacy notice and data processing terms