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Page 1 of 15Wealth Growth Investment ManagementFULL DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTENTERED INTO BETWEENWEALTHGROWTH INVESTMENT MANAGEMENT (PTY) LTD (Hereinafter referred to as the financial
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Gather all necessary information and documents, such as personal identification, financial statements, and investment goals.
02
Review the investment management agreement template to understand its contents and requirements.
03
Fill out the necessary sections of the agreement, including personal information, investment objectives, fee structure, and any additional terms or conditions.
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Seek legal or financial advice if necessary to ensure compliance and understanding of the agreement.
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Review the completed agreement for accuracy and clarity.
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Sign and date the agreement, along with any required witness signatures.
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Keep a copy of the signed agreement for your records.
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Submit the agreement to the appropriate parties, such as investment firms or financial advisors.
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Maintain open communication with the investment manager and regularly review the performance of the portfolio.

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The investment management agreement is typically dated on the day it is signed by both parties.
Investment managers and their clients are required to file the investment management agreement.
The investment management agreement should be filled out with all relevant information about the investment manager and client, as well as details about the terms of the investment management relationship.
The purpose of the investment management agreement is to outline the responsibilities and expectations of both parties in the investment management relationship.
The investment management agreement should include information about the investment manager's fees, investment strategy, and any restrictions or limitations on the investment manager's authority.
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