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INVESTMENT M MANAGEMENT AGREEMENT This is an agreement (Agreement) between SET Investments Management Corporation, a Delaware corporation with its principal office at 1 Freedom Valley Drive, Oaks,
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How to fill out investment m anagement agreement
How to fill out investment m anagement agreement
01
Start by gathering all the necessary information and documents such as the client's personal details, financial goals, investment preferences, and risk tolerance.
02
Review and understand the terms and conditions of the investment management agreement.
03
Fill in the client's personal information, including name, address, contact details, and social security number.
04
Specify the investment objectives and goals of the client. This may include income generation, capital appreciation, or a combination of both.
05
Determine the desired investment strategy, such as asset allocation, diversification, and risk management techniques.
06
Indicate the investment restrictions or guidelines that the client wishes to impose on the investment manager.
07
Specify the fees and charges associated with the investment management services.
08
Include any additional provisions or clauses that are relevant to the agreement.
09
Review the completed agreement for accuracy and completeness.
10
Sign and date the investment management agreement, and have it signed by the client as well.
11
Keep a copy of the signed agreement for both parties' records.
12
Periodically review and update the agreement as necessary.
Who needs investment m anagement agreement?
01
Individual investors who want professional management of their investment portfolios.
02
High-net-worth individuals or families who require specialized investment strategies and personalized financial advice.
03
Institutional investors such as pension funds, endowments, or foundations that need professional investment management services.
04
Trustees or guardians who need to manage the investments of beneficiaries.
05
Companies or organizations that want to outsource their investment management responsibilities.
06
Anyone seeking to establish a formal and legally binding relationship with an investment manager to clarify rights, responsibilities, and expectations.
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