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PORTFOLIO MANAGEMENT SERVICE AGREEMENT: STRATEGY Individual Applicant October 2016 Version 1.5THIS PORTFOLIO MANAGEMENT SERVICE AGREEMENT is made between: Quantico Asset Management (Quantico), a trading

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What is portfolio management service agreement?

A portfolio management service agreement is a contract between a client and a portfolio manager that outlines the terms and conditions of how the client's investment portfolio will be managed.

Who is required to file portfolio management service agreement?

Both the client and the portfolio manager are required to file the portfolio management service agreement.

How to fill out portfolio management service agreement?

The portfolio management service agreement must be filled out by including all relevant details related to the investment portfolio management services, fees, terms, and conditions agreed upon by both parties.

What is the purpose of portfolio management service agreement?

The purpose of the portfolio management service agreement is to establish a clear understanding between the client and the portfolio manager regarding the management of the client's investment portfolio.

What information must be reported on portfolio management service agreement?

The portfolio management service agreement must include details such as the investment objectives, risk tolerance, fees, performance benchmarks, and reporting requirements.

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