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IMA Kent County CouncilDISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTSARASIN & PARTNERS LLP(1)and KENT COUNTY COUNCIL as the Administering Authority of the KENT COUNTY COUNCIL SUPERANNUATION FUNDSARASIN
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Step 1: Understand the terms and conditions of the discretionary investment management agreement.
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Step 2: Gather all the necessary documents and information required for the agreement, such as personal identification, financial statements, and investment goals.
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Step 3: Review and fill out the agreement form, providing accurate and complete information.
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Step 4: Consult with a legal or financial advisor if needed to ensure you understand the implications of the agreement.
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Step 5: Sign the agreement and keep a copy for your records.
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Step 6: Submit the filled-out and signed agreement to the appropriate authority or entity, such as a financial institution or investment management firm.

Who needs discretionary investment management agreement?

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Individuals who want professional assistance in managing their investment portfolios
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Individuals who do not have sufficient knowledge or time to actively manage their investments
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High net worth individuals or institutions who want personalized and tailored investment strategies
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Investors who want to delegate investment decisions to a professional investment manager
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A discretionary investment management agreement is a contract in which an investor grants an investment manager the authority to make investment decisions on their behalf, without requiring prior approval for each transaction.
Typically, institutional investors, high-net-worth individuals, and entities that manage assets on behalf of clients are required to file a discretionary investment management agreement.
To fill out a discretionary investment management agreement, one must provide details such as personal or business information, investment objectives, risk tolerance, and terms outlining the manager's authority and investment strategies.
The purpose of a discretionary investment management agreement is to establish the framework for the investment manager's authority to make investment decisions, ensuring they align with the client's goals while providing flexibility to act in a timely manner.
The information that must be reported includes the investor's identification details, investment goals, risk tolerance, the scope of discretionary authority, fees, and any specific restrictions or guidelines regarding investments.
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