The Account Management Agreement is essential for financial institutions and service providers operating in Indonesia who offer professional account management services to their clients. This document is required when establishing a formal relationship between an account manager and their clients, whether corporate or individual. It must comply with Indonesian Financial Services Authority (OJK) regulations, the Banking Law, and other relevant financial services legislation. The agreement covers crucial aspects such as service scope, fees, compliance obligations, risk management, data protection, and dispute resolution mechanisms. It's particularly important in contexts where ongoing financial account oversight, transaction management, or wealth management services are provided, and needs to address both traditional and digital service delivery methods.
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1. Parties: Identification of the account manager and the client, including their legal details and representatives
2. Background: Context of the agreement, relationship between parties, and purpose of the account management services
3. Definitions: Definitions of key terms used throughout the agreement
4. Appointment and Scope of Services: Formal appointment of the account manager and detailed description of services to be provided
5. Account Manager's Obligations: Detailed responsibilities and duties of the account manager, including reporting, monitoring, and service standards
6. Client's Obligations: Client's responsibilities, including providing information, maintaining minimum balances, and paying fees
7. Fees and Payments: Fee structure, payment terms, and calculation methods
8. Representations and Warranties: Statements of fact and assurances from both parties
9. Compliance and Regulatory Requirements: Obligations to comply with Indonesian banking laws, OJK regulations, and AML requirements
10. Confidentiality and Data Protection: Obligations regarding data privacy, security, and confidential information handling
11. Risk Disclosures: Disclosure of potential risks associated with account management services
12. Liability and Indemnification: Limitations of liability and indemnification obligations
13. Term and Termination: Duration of agreement and circumstances for termination
14. Dispute Resolution: Procedures for resolving disputes, including jurisdiction and governing law
15. General Provisions: Standard boilerplate clauses including notices, amendments, and assignment
1. Power of Attorney: Required when the account manager needs specific authorization to perform certain transactions on behalf of the client
2. Investment Guidelines: Needed when the account management includes investment services
3. Electronic Services: Required when offering online or digital account management services
4. Sub-delegation: Include when the account manager may need to delegate certain functions to third parties
5. Insurance: Required when specific insurance coverage needs to be maintained
6. Force Majeure: Optional section detailing circumstances beyond parties' control and their consequences
7. Anti-Corruption and Sanctions: Required for international clients or when dealing with foreign transactions
1. Schedule 1 - Service Level Agreement: Detailed performance metrics and service standards
2. Schedule 2 - Fee Schedule: Detailed breakdown of all fees, charges, and calculation methods
3. Schedule 3 - Authorized Persons: List of authorized signatories and their signing authorities
4. Schedule 4 - Account Opening Forms: Standard forms and documentation required for account opening
5. Schedule 5 - Reporting Templates: Templates for regular reporting and communications
6. Schedule 6 - Operating Procedures: Detailed procedures for day-to-day account operations
7. Appendix A - Compliance Requirements: Detailed regulatory compliance requirements and procedures
8. Appendix B - Data Protection Standards: Specific standards and procedures for data protection
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