Common Contracts

Discretionary Management Agreement for Managed Accounts

Discretionary Management Agreement • May 30th, 2024 • Ontario

• Contract Type
  Discretionary Management Agreement
• Filed
  May 30th, 2024
• Jurisdiction
  Ontario

The discretionary management agreement (the “Agreement”), effective as of the date of the signature below, is entered into by and between the undersigned client(s) (the “Client” or “you”) and Wealthsimple Inc. (the “Portfolio Manager”, “Wealthsimple” or “we”), on the terms and conditions detailed below.