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MODEL DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT Published by The Investment Association in cooperation with Norton Rose Fulbright LLP May 2018THE INVESTMENT Association Chamomile Court, 23 Chamomile
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What is model discretionary investment management?
Model discretionary investment management is a service where an investment manager makes decisions on behalf of a client without requiring approval for each transaction.
Who is required to file model discretionary investment management?
Investment managers who offer model discretionary investment management services are required to file with the appropriate regulatory authorities.
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Model discretionary investment management forms can be filled out online or through paper submissions, following the guidelines set by regulatory authorities.
What is the purpose of model discretionary investment management?
The purpose of model discretionary investment management is to provide clients with professional investment management services without requiring constant approval for each investment decision.
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Information such as client details, investment strategy, fees, and performance must be reported on model discretionary investment management forms.
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