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INVESTMENT MANAGEMENT AGREEMENT Between BSA STOCKBROKERS AND PORTFOLIO MANAGEMENT (PTY) LTD Registration Number 1973/010798/07 Authorized Financial Services Provider (License No. 45849) (Hereinafter

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How to fill out investment management agreement

01

Review the agreement thoroughly to understand the terms and conditions

02

Fill in your personal information accurately

03

Specify the investment objectives and risk tolerance

04

Indicate the duration of the agreement and any fees involved

05

Sign and date the agreement to make it legally binding

Who needs investment management agreement?

01

Individuals who want professional assistance in managing their investments

02

Companies looking to outsource their investment management

03

Financial institutions offering investment services to clients

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What is investment management agreement?

An investment management agreement is a contract between an investor and a financial firm outlining the terms and conditions for the management of the investor's assets.

Who is required to file investment management agreement?

Investors who want to engage a financial firm for the management of their assets are required to file an investment management agreement.

How to fill out investment management agreement?

To fill out an investment management agreement, investors need to provide personal and financial information, investment objectives, risk tolerance, and any specific instructions for the management of their assets.

What is the purpose of investment management agreement?

The purpose of an investment management agreement is to establish a clear understanding of the roles and responsibilities of both the investor and the financial firm in managing the investor's assets.

What information must be reported on investment management agreement?

Information such as the investor's personal and financial details, investment objectives, risk tolerance, asset allocation strategy, and any restrictions on the management of the assets must be reported on an investment management agreement.

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