Templates

Big Ben

We offer an innovative and efficient solution to reducing drafting time by providing a range of high quality template agreements and guidance notes, available for you to purchase at any time.

All documentation is maintained to reflect our thought leadership, and most recent industry developments, changes and commercial practice, to ensure that you are always market leading and ahead of the curve!

To purchase, please contact Savannah Nothard on snothard@cleveland-co.com or +44 (0)77995 99913

 

Investment Management Related Agreements

Investment Management Agreement (front terms) £5,000
Schedule 1 – Authorised Signatories and Instructions £200
Schedule 2 – Model Investment Guidelines: £1,200
(i)        direct portfolio; (£400 each)
(ii)       collective investment scheme portfolio; and (£400 each)
(iii)      real estate portfolio. (£400 each)
Schedule 3 – Fees £400
Schedule 4 – EMIR Derivatives £800
Schedule 5 – Contact Details Free
Schedule 6 – Novation Notice £200
Schedule 7 – Power of Attorney £400
Investment Management Agreement with Schedules £5,000
Short Guide £600
Negotiation Guide £5,000
Investment Advisory Agreement (front terms) £4,000
Schedule 1 – Authorised Signatories and Instructions £200
Schedule 2 – Services £600
Schedule 3 – Fees £400
Schedule 4 – Contact Details Free
Schedule 5 – Novation Notice £200
Investment Advisory Agreement with Schedules £4,000
Short Guide £600
Negotiation Guide £4,000
Execution Only Agreement (front terms) £4,000
Schedule 1 – Authorised Signatories and Instructions £200
Schedule 2 – Reporting £200
Schedule 3 – Fees £400
Schedule 4 – EMIR Derivatives £800
Schedule 5 – Contact Details Free
Schedule 6 – Novation Notice £200
Schedule 7 – Power of Attorney £400
Execution Only Agreement with Schedules £4,000
Short Guide £600
Negotiation Guide £4,000
Transition Management Agreement £4,000
Schedule 1 – List of Authorised Persons £200
Schedule 2 – Transition Services £800
Schedule 3 – Transition Notice £400
Schedule 4 – Fees £400
Schedule 5 – Contact Details Free
Schedule 6 – Form of Novation Notice £200
Schedule 7 – Power of Attorney £400
Transition Management Agreement with Schedules £4,000
Short Guide £600
Negotiation Guide £4,000
Custody Agreement £5,000
Schedule 1 – Authorised Signatories and Instructions £200
Schedule 2 – Pensions Act Appointment Letter £400
Schedule 3 – Service Level Agreement £800
Schedule 4 – List of Sub-Custodians £200
Schedule 5 – Fees £400
Schedule 6 – Manager and Client Details Free
Schedule 7 – Reporting £400
Schedule 8 – Power of Attorney £400
Custody Agreement with Schedules £4,000
Short Guide £600
Negotiation Guide £4,000
Distribution Agreement £4,000
Schedule 1 – UCITS £400
Schedule 2 – AIF £400
Distribution Agreement with Schedules £3,500
Short Guide £600
Negotiation Guide £3,500
Depositary Agreement £5,000
Schedule 1 – Fees and Expenses £400
Schedule 2 – Additional Disclosure £400
Depositary Agreement with Schedules £3,000
Short Guide £500
Negotiation Guide £3,000
Broker Terms of Business – Investment Managers Side Letter £4,000
Order Execution Policy £2,400
Short Guide £600
Negotiation Guide £3,000
Commission Sharing Agreement £1,200
Aggregator Side Letter £400
Short Guide £300
Negotiation Guide £1,600
Fee Rebate Letter £600
UK Addendum/Supplement £1,800

 

Commercial Contracts

Amendment Agreement £750
Assignment of IP Rights £1,250
Short Guide £250
Negotiation Guide £1,250
Consultancy Agreement £1,950
Short Guide £390
Negotiation Guide £1,950
Dividend Waiver £300
Short Guide £100
Employment Agreement £1,950
Employment Agreement Short Guide £390
IP Due Diligence Questionnaire £550
License for Industrial Designs £1,950
Short Guide £390
Negotiation Guide £1,950
Non-Disclosure Agreement £300
Short Guide £150
Negotiation Guide £500
Non-Disclosure & Intellectual Property Agreement £1,400
Short Guide £300
Negotiation Guide £1,400
Novation Agreement £500
Power of Attorney £600
Short Guide £100
Services Agreement £3,000
Short Guide £390
Negotiation Guide £1,950
Shareholders Agreement £3,000
Short Guide £390
Negotiation Guide £1,950
Terms of Business £1,400
Client Engagement Letter (supplementary to Terms of Business) £1,200
Short Guide £280
Negotiation Guide £1,400
Termsheet – Sale of Ordinary Shares £1,600
Short Guide £200
Negotiation Guide £1,000
Website Bulletin Board Rules £1,000
Short Guide £200
Website Privacy Policy £1,600
Short Guide £130
Website Terms of Supply £2,500
Short Guide £500
Website Terms of Use £1,200
Short Guide £180

 

Procedures & Guidance

Contract Signing Procedures £1,200
MFN Clause Package (all of the below) £2,200
MFN Clause Policy £1,200
MFN Clause Guide £600
MFN Clause Monitoring Procedure Guidance £1,000
Proxy Voting Policy £800
Trademark Registration Guide £300

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you shortly.

Sending

©2019 Cleveland & Co

Log in with your credentials

Forgot your details?