Sample Investment Management AgreementInvestment Management Agreement • July 28th, 2022
Contract Type FiledJuly 28th, 2022This sample investment management agreement is intended only to provide general guidance to Portfolio Management Association of Canada (“PMAC”) members and is not intended to be and should not be construed or relied upon as legal or other advice. PMAC assumes no liability by providing this sample investment management agreement to its members or any other person or entity. Sections of this investment management agreement in italics may or may not apply in any particular situation. This agreement assumes that the client is an institutional investor – modifications will be necessary if the client is an individual. Users should carefully review the portions in italics to determine applicability.
Sample Investment Management AgreementInvestment Management Agreement • August 7th, 2012
Contract Type FiledAugust 7th, 2012This sample investment management agreement is intended only to provide general guidance to Portfolio Management Association of Canada (“PMAC”) members and is not intended to be and should not be construed or relied upon as legal or other advice. PMAC assumes no liability by providing this sample investment management agreement to its members or any other person or entity. Sections of this investment management agreement in italics may or may not apply in any particular situation. This agreement assumes that the client is an institutional investor – modifications will be necessary if the client is an individual. Users should carefully review the portions in italics to determine applicability.