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INVESTMENT MANAGEMENT AGREEMENT This agreement is entered into among (“Client “) and Marshall & Sullivan, Inc., a registered investment adviser (“Adviser “). Client, being duly authorized,

How to fill out investment management agreement

How to fill out investment management agreement:

1. Begin by reviewing the entire agreement thoroughly. Understand the terms and conditions outlined in the agreement, including the responsibilities of both the investment manager and the client.
2. Gather all necessary information and documents. This may include personal identification, financial statements, and any relevant investment information.
3. Fill in the personal information section of the agreement accurately, including your full name, address, and contact information. Ensure that all information provided is up to date.
4. Provide detailed information about your investment goals and objectives. Clearly outline your risk tolerance and any specific preferences you may have regarding your investments.
5. Indicate the investment amount or assets you are entrusting to the investment manager.
6. Specify the duration of the agreement. This could be a specific timeframe or an ongoing relationship until either party terminates the agreement.
7. Include any additional terms or conditions that both parties have agreed upon. This may involve fees, payment schedules, or any special requests.
8. Carefully read through the agreement once again to ensure accuracy and understanding. Seek legal or financial advice if needed before signing the document.
9. Sign the agreement and have it signed by the investment manager as well. Make sure to date the agreement.
10. Keep a copy of the signed agreement for your records.

Who needs an investment management agreement:

1. Individuals or families who have significant assets and require professional assistance in managing their investments.
2. High net worth individuals or those with complex financial situations.
3. Businesses or organizations seeking professional investment management services for their corporate assets.
4. Individuals or organizations lacking the knowledge or time to effectively manage their investments on their own.
5. Those who wish to delegate the responsibility of investment decision-making to an experienced professional.

Note: It is essential to consult with a legal or financial professional before entering into any investment management agreement to ensure that it aligns with your specific needs and goals.

For pdfFiller’s FAQs

What is investment management agreement?

An investment management agreement is a contract between an investor and a portfolio manager detailing the terms and conditions of the investment management services provided.

Who is required to file investment management agreement?

Investors who utilize the services of a portfolio manager are required to file an investment management agreement.

How to fill out investment management agreement?

To fill out an investment management agreement, both parties should agree on the terms and conditions of the services, and then document them in the agreement.

What is the purpose of investment management agreement?

The purpose of an investment management agreement is to establish a clear understanding of the services to be provided, the fees associated with those services, and the responsibilities of each party.

What information must be reported on investment management agreement?

The investment management agreement must include details on the services to be provided, fees and expenses, investment objectives, and risk tolerance.

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