Common Contracts
1 similar Investment Management Agreement contracts
contract type for comprehensive, discretionary and individualized in- vestment portfolio managementInvestment Management Agreement • March 18th, 2022
The BANK has made a suitability assessment of the CLIENT to assess their suitability for the discretionary portfolio management service, which has been completed and signed by the CLIENT. Based on the suitability assessment, the CLIENT has been assigned a general risk profile, an investment time horizon and a geographic bias within the pre-set classifications made by the BANK in covenants two and three of the Special Terms and Conditions of this agreement. The CLIENT declares that the data they have provided on their knowledge and experience, financial situation and investment goals included in the suitability assessment are accurate. The CLIENT undertakes to notify the BANK, with the utmost diligence, of any of the circumstances that have been examined through the aforementioned assessment. The BANK will not assume any responsibility for any changes in these circumstances of which it has not been informed in writing through the corresponding suitability assessment.
