Making an investment may be fraught with legal complexities. This is especially the case when it comes to clauses which seek to protect the investment manager or the financial institution through which any investment is made.
Investment managers, as well as banks and other financial institutions (collectively, financial institutions), naturally seek to protect themselves in the documentation that governs the relationship between them and the investor in the event that a claim is made.
A New Breed Of Clause: The Effect Of Contractual Estoppel On Claims In England And Wales Made By Fiduciary Investors, by Claire Carroll, partner, Eversheds. and Raymond Cox QC, published in Trusts Quarterly Review, December 2013 at TQR Vol 11, Issue 4 2013.