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1 similar Investment Agreement contracts
ContractInvestment Agreement • May 20th, 2021
Investment Terms Introduction 3 Commencement 3 Eligibility 4 Our Services 4 Discretionary Portfolio Management 4 Trade Execution 5 Personal Information 5 ‘Retail Client’ Status 6 Communication 6 Account Security 8 Third Parties 8 Notices 8 Client Money 9 Compensation Scheme 9 Client Assets 10 Your Investment Profile 10 Investment Thresholds 10 Reports 10 Withdrawal Requests 10 Pooling 11 Fees and Charges 11 Cash Deposits 12 Conflicts of Interest 12 Liability 13 Amendments to this Agreement 14 Complaints 14 Termination / Account Closure 15 1 / 21
