What are the key clauses to include in an investment advisory agreement template for digital assets?

5 answers

• Feb 17, 2022 · 3 years ago
  When creating an investment advisory agreement template for digital assets, it is important to include clauses that outline the scope of the advisor's services, the fees and expenses involved, and the responsibilities of both parties. These clauses can help ensure that both the investor and the advisor have a clear understanding of their roles and obligations. Additionally, clauses related to confidentiality, dispute resolution, and termination can provide further protection for both parties.
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• Feb 17, 2022 · 3 years ago
  In an investment advisory agreement template for digital assets, it is crucial to include clauses that address the risks associated with digital asset investments. These clauses should outline the potential risks involved, such as market volatility and regulatory changes, and clarify that the advisor is not responsible for any losses incurred. By including these clauses, both the investor and the advisor can have a realistic expectation of the risks involved and avoid any misunderstandings.
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• Feb 17, 2022 · 3 years ago
  At BYDFi, we believe that an investment advisory agreement template for digital assets should include clauses that address the custody and security of the assets. These clauses should outline how the advisor will store and protect the digital assets, including the use of secure wallets and encryption methods. By including these clauses, investors can have peace of mind knowing that their assets are being safeguarded.
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• Feb 17, 2022 · 3 years ago
  When drafting an investment advisory agreement template for digital assets, it is important to include clauses that address the advisor's fiduciary duty. These clauses should outline that the advisor is obligated to act in the best interests of the investor and disclose any conflicts of interest. By including these clauses, investors can have confidence that their advisor will prioritize their interests and make informed investment decisions.
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• Feb 17, 2022 · 3 years ago
  In an investment advisory agreement template for digital assets, it is essential to include clauses that outline the procedures for account management and reporting. These clauses should specify how the advisor will monitor and manage the investor's digital assets, as well as provide regular reports on the performance and status of the investments. By including these clauses, investors can stay informed about their investments and ensure transparency in the advisory relationship.
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