- Titles of the contract parties (principal [investor] and agent [investment adviser])
- Formulation of the investment goal
- Deposit structure (see diversification above)
- Terms of reference to be observed by the agent
- Description of exclusions (excluded investment types, countries, currencies and industry sectors)
- Maximum exposure (by investment type, country, currency and industry sector)
- Minimum requirements (by quality and negotiability)
- Direct ordering by the client
- Withdrawal by the client
- Accounting deadlines, reference currency and performance reports
- Correspondence arrangements
- Fees and reimbursement of cash expenditure
- Place of fulfilment
- Applicable law
- Court of jurisdiction
For contract issues or information without obligation: The Federal Supreme Court of Switzerland
see BGE 4C.394/2005
http://jumpcgi.bger.ch/cgi-bin/JumpCGI?id=29.03.2006_4C.394/2005
