Investment Management AgreementInvestment Management Agreement • May 6th, 2021
Contract Type FiledMay 6th, 2021When you invest in a product through a product provider, the product provider will be the legal and beneficial owner of the assets within the product. Consequently, the product provider will be our client and you will be a client of the product provider, not us. We will manage any assets held within a product subject to your product provider’s terms and conditions and any investment restrictions that we have agreed with the product provider. The product provider has authorised us to communicate with you on certain matters relating to the product assets, and these discretionary management terms explain how we will conduct our relationship with you.