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Advisor Name: ___ Advisor Rep Code: ___DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTThisDiscretionaryInvestment Management Agreement (the Agreement) is made between , whose mailing address is (Client
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sample-investment-manager-agreementpdf is a document that outlines the agreement between an investor and an investment manager regarding the management of investments.
Both the investor and the investment manager are required to file the sample-investment-manager-agreementpdf.
To fill out the sample-investment-manager-agreementpdf, both parties must provide information about the terms of the agreement, investment objectives, fees, and responsibilities.
The purpose of sample-investment-manager-agreementpdf is to formalize the agreement between an investor and an investment manager, outlining the terms of the investment management relationship.
The sample-investment-manager-agreementpdf must include information about the parties involved, investment objectives, fees, investment strategies, and responsibilities.
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