Portfolio Management AgreementLuật sư đã kiểm duyệtĐảm bảo nội dungDễ dàng sử dụng
A Portfolio Management Agreement defines the terms under which a manager oversees a client’s investment portfolio, including strategy, fees, and performance metrics.
Hướng dẫn Biểu mẫu
Form Code: T2-372
Subcategory: International investment
Official Title: Portfolio Management Agreement
Asset management firms and investment advisors.
High-net-worth individuals (HNWIs) and institutional investors.
Hedge funds, pension funds, and venture capital firms.
Legal and compliance teams ensuring regulatory adherence.
When an investor hires a portfolio manager to oversee their investments.
When an asset management firm provides discretionary or non-discretionary investment services.
When a company engages a financial institution to manage its corporate investment portfolio.
When a pension fund contracts a professional firm for long-term investment planning.
Structure as per the template.
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