DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • July 2nd, 2024
A DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • April 17th, 2023 • Illinois
This investment management agreement (the “Agreement”) is made on this day between the undersigned party, (hereinafter referred to as “you” or “your”), and Elm Partners Management LLC, a registered investment adviser, whose mailing address is 50 S 16th Street STE 1700, Philadelphia, PA 19102 and email address is info@elmwealth.com (hereinafter referred to as “us,” “we,” or
HOOVER FINANCIAL ADVISORS DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • January 13th, 2020 • Pennsylvania
This investment management agreement (“Agreement”) made as of the day of , 2020 between the undersigned party, (“Client”), the Investment Advisory Representative Peter K. Hoover (“IAR”) and Hoover Financial Advisors, (“HFA”) a Registered Investment Adviser, Pennsylvania Corporation with a principal place of business at 112 Moores Road, Suite 100, Malvern, Pennsylvania 19355. By this Agreement, Client retains HFA to provide investment management services to Client on the following terms:
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • August 23rd, 2023 • Georgia
This Discretionary Investment Management Agreement (“Agreement”) is entered into as of (“Effective Date”) by and between (“Client”) whose mailing address is and email address is and Regent Peak Wealth Advisors, LLC, a registered investment adviser, whose mailing address is 200 Galleria Parkway, SE Suite 1175, Atlanta, GA 30339 (“Adviser”). Client and Adviser are collectively referred to herein as the “parties”.:
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT ("MANDATE") ENTERED INTO BETWEEN FIRST WORLD TRADER (PTY) LTD trading as EASYEQUITIESDiscretionary Investment Management Agreement • November 14th, 2016
any other financial product may include, without limitation, a participatory interest in a collective investment scheme.
FIRST AMENDED AND RESTATED DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • May 5th, 2020 • England and Wales
This FIRST AMENDED AND RESTATED DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT (the “Agreement”) is made the 21st day of November, 2008 and is between GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL, a company organized with unlimited liability under the laws of England (the “Manager”), and [Name of ALLIED WORLD ASSURANCE COMPANY entity and place of incorporation] (the “Customer”).
DISCRETIONARY INVESTMENT MANAGEMENT ACCOUNT AGREEMENTDiscretionary Investment Management Agreement • July 30th, 2021 • Wisconsin
This agreement is entered into among (the "Client") and Fiduciary First Advisors ("Adviser"), a registered investment adviser. Client, being duly authorized, hereby agrees to employ and retain Adviser to act as investment manager for the Account in accordance with the following terms and conditions (the "Agreement").
A DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • November 28th, 2017 • Illinois
You hereby appoint us as your attorney-in-fact and grant us limited power-of-attorney with discretionary trading authority over your Account to buy, sell, or otherwise effect investment transactions involving the Assets. We are authorized, without your prior consultation, to buy, sell, and trade in stocks, bonds, mutual funds, index funds, exchange traded funds, and other securities and/or contracts relating to the same, on margin (only to bridge settlement date mismatches between different types of instruments such as ETFs and mutual funds), including investing Assets in short- term money-market instruments when we deem necessary, and to give instructions in furtherance of such trading authority. We are not authorized to make transfers from your Custodial account to any other account, with the exception of the deduction of our Management Fee.
FIRST AMENDED AND RESTATED DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • May 5th, 2020 • New York
This FIRST AMENDED AND RESTATED DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT (the “Agreement”) is made the 21st day of November, 2008 between GOLDMAN, SACHS ASSET MANAGEMENT, L.P., (the “Manager”), and [Name of ALLIED WORLD ASSURANCE COMPANY entity and place of incorporation] (the “Beneficiary”).
Discretionary Investment Management AgreementDiscretionary Investment Management Agreement • December 17th, 2019 • Hong Kong
Discretionary Investment Management AgreementDiscretionary Investment Management Agreement • May 20th, 2021 • England
hereinafter referred to as ‘the Client’ or ‘you’ and Cornelian Asset Managers Limited whose registered office is situated at 30 Charlotte Square, Edinburgh EH2 4ET hereinafter referred to as the ‘Investment Manager’. Whereas:
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • November 29th, 2012 • Shelton Funds • New York
THIS AGREEMENT (this “Agreement”), is made and entered into as of _______________, and shall be effective as of __________________, by and between CCM Partners, L.P. dba Shelton Capital Management, a company incorporated and existing under the laws of California whose principal place of business is at 44 Montgomery Street, Suite 2100, San Francisco, California (“you” or the “Investment Adviser”), and ____________________., a company incorporated and existing under the laws of __________________ whose principal place of business is at ______________________ (“we,” “us,” “our” or the “Sub-Adviser”).
AMENDED & RESTATED DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • October 16th, 2023 • Hamilton Insurance Group, Ltd. • Fire, marine & casualty insurance • England and Wales
THIS AGREEMENT (this “Agreement”) was originally effective on 2 November 2015 (“Effective Date”) and is hereby amended and restated as of 6 June 2018
EX-10.36 11 dex1036.htm DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT, DATED JANUARY 28, 2008 IMAGINE SYNDICATE MANAGEMENT LIMITED -and- CREDIT AGRICOLE ASSET MANAGEMENT (UK) LIMITED DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT (PROFESSIONAL CLIENT)...Discretionary Investment Management Agreement • May 5th, 2020
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • February 28th, 2013 • ALTERRA CAPITAL HOLDINGS LTD • Fire, marine & casualty insurance
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • April 12th, 2018 • Hong Kong
THIS DISCRETIONARY INVESTMENTMANAGEMENT AGREEMENT is made on the day of Two Thousand andEighteen. 本全權委託投資管理協議於 年 月日訂立。 BETWEEN 訂約各方： 1. MAYFAIR & AYERS FINANCIAL GROUP LIMITED 峰滙金融集團有限公司, 1. MAYFAIR & AYERS FINANCIAL GROUP LIMITED 峰滙金融集團有限公司、根據中華人民共和國香港特別行政區法律註冊成立的公司，其註冊辦事處設於香港金鐘金鐘道89號力寶中心2座31 樓3103A 至3108 室（ 以下稱為「 本公司」）；及 a company incorporated under the laws of Hong Kong Special Administrative Region of the People’s Republic of China having its registered office at Units 3103A-3108, 31/F, Tower 2, Lippo Centre, 89 Queensway, Admiralty, Hong Kong. (the “Company”) of the one part; and 2. [ ]the party whore particular are set out in the schedule 1 of the Agreement(the “Customer”) of the other part. [ ] 。 一 方 其 詳 細 資 料 載 列於本協議內之附表一（以下稱為「客戶」）。 WHEREAS 鑑於： A. The Company is a licensed corporation licensed by the Securities and Futures Commission (the “SFC”) in Hong Kong under the Securities and Futures Ordinance (Cap 571) (the “SFO”) to conduct Type 1 (dealing in securities), Type 2 (deali
CLIENT AGREEMENTDiscretionary Investment Management Agreement • August 27th, 2020 • Kansas
This investment management agreement (the “Agreement”) is made on this day of , 20 between the undersigned party, CLIENT(s): whose mailing address isDiscretionary Investment Management Agreement • April 9th, 2003 • New Hampshire
(hereinafter referred to as “you” or “your”), and Belforti Investment, LLC, a registered investment adviser, whose mailing address is 250 Northwest Street, Portsmouth, NH 03801(hereinafter referred to as “us,” “we,” or “our”).
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • June 26th, 2024 • Delaware
This Discretionary Investment Management Agreement (this “Agreement”) between Newday Funds, Inc, (DBA “Newday Impact”) a Delaware company (“Adviser”), and _____________________________ (“Client”). By this Agreement, Client retains Adviser to provide discretionary investment management services to the Client on the following terms:
Discretionary Investment Management AgreementDiscretionary Investment Management Agreement • July 16th, 2022 • New York
Ellevate Financial, Inc. (“Ellevest”) is a SEC registered investment adviser. The Ellevest Discretionary Investment Management Agreement (“Agreement” or "Advisory Agreement") sets out the terms and conditions under which Ellevest (“we,” or “us,”) will provide ongoing discretionary advisory services with respect to the assets in your Ellevest account ("Advisory Assets" or "Advisory Account") through the Ellevest Wrap Fee Program (the “Program”), an automated investment platform delivered through www.ellevest.com (the “Website”).
EX-10.2 3 dex102.htm DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT DATED 2007 DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT CONTENTS DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • May 5th, 2020 • England and Wales
AIG Investments Europe LTD, a company incorporated in England with registered number 2200753 (“AIG Investments Europe”) has agreed to provide IPCRe Limited, a company incorporated in Bermuda with its registered office at 29 Richmond Road, Pembroke, Bermuda HMO8 (“IPCRe”) with investment services on the basis that IPCRe is a Professional Client.
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • June 29th, 2023
WHEREAS, Client wishes to appoint Davivienda Advisors to manage, invest and reinvest assets placed by Client under Davivienda Advisors’ supervision on a discretionary basis; and Davivienda Advisors agrees to such appointment on the terms and subject to the conditions of this Agreement.
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • April 14th, 2022
THIS DISCRETIONARY INVESTMENTMANAGEMENT AGREEMENT is made the day of Two Thousand and 本全權委託投資管理協議於 20 年 月日訂立。 BETWEEN 訂約各方： 1. Qogir (Hong Kong) Limited a company incorporated under the laws of Hong Kong Special Administrative Region of the People’s Republic of China having its registered office at Room 4510, 45/F, China Resources Building, 26 Harbour Road, Wanchai, Hong Kong (the “Company”) of the one part; and 1. 訂約一方為喬格理(香港)有限公司，根據中華人民共和國香港特別行政區法律註冊成立的公司，其註冊地址為香港灣仔港灣道26號華潤 大 廈 45 樓 4510 室 （ 以 下 稱 為 「 本 公司」）；及 2. [ ],holder of [ ] IdentityCard/Passport No.[ ],of [ ](the “Customer”) of the other part. 2. 訂約另一方為[ ]，持有在[ ]註冊的身份證/護照，號碼: [ ]，地址 [ ]（以下稱為「客戶」）。 WHEREAS 鑒於： A. The Company (Central Entity Number: BQS769) is a licensed corporation licensed by the Securities and Futures Commission (the “SFC”) in Hong Kong under the Securities and Futures Ordinance (Cap 571) (the “SFO”) to conduct Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) reg
Discretionary Investment Management AgreementDiscretionary Investment Management Agreement • June 2nd, 2023
THIS AGREEMENT is made on by and between (“you” or “your”) whose mailing address is , and Christopher J. Hasenberg, Inc. dba Hasenberg Financial Group (“us”, “we”, or “our”), a registered investment adviser, whose mailing address is 431 East Claremont Ave., Suite E, Eau Claire, WI 54701.
Discretionary Investment Management Agreement Part 1 (of 2) – Terms & ConditionsDiscretionary Investment Management Agreement • October 30th, 2020
ContractDiscretionary Investment Management Agreement • May 17th, 2017 • Wisconsin
This discretionary investment management agreement (“Agreement”) between ETF Model Solutions, LLC, a registered investment adviser whose mailing address is 2200 North Richmond Street, Suite 200, Appleton, Wisconsin 54911 (“ETFMS”, “we,” “our” or “us”), and you.
LUNA WEALTH ASSET MANAGEMENT LTD DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • February 19th, 2021
The Company is a company registered in the Republic of Cyprus under registration number HE 377224 and authorised, license number 379/19, by the Cyprus Securities and Exchange Commission (hereinafter “the CySEC”) to provide investment services, including portfolio management services, under the Investment Services and Activities and Regulated Markets Law of 2017 87(I)/2017.
INVESTORDiscretionary Investment Management Agreement • July 9th, 2019 • Hong Kong
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • June 24th, 2020 • New York
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • April 26th, 2022 • Kentucky
, whose mailing address is (“Client” or “you” or “your”) and PRIVATE CLIENT SERVICES, LLC, a Kentucky limited liability company and SEC Registered Investment Advisor, whose mailing address is 2225 Lexington Road, Louisville, KY 40206 (“PCS,” “Advisor” “us” or “we”) based on the terms and conditions set forth below.
IMA Kent County CouncilDiscretionary Investment Management Agreement • February 2nd, 2017
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT SARASIN & PARTNERS LLP and KENT COUNTY COUNCIL as the Administering Authority of the KENT COUNTY COUNCIL SUPERANNUATIONFUND (1) (2)
BLK Financial Advisors, LLC Discretionary Investment Management AgreementDiscretionary Investment Management Agreement • August 6th, 2020 • Arizona
This investment management agreement is made this____ day of _________, 201__, between BLK Financial Advisors, LLC, an Arizona limited liability company (BLK) and _______________________
Discretionary Investment Management AgreementDiscretionary Investment Management Agreement • February 5th, 2014 • Alabama
(Hereinafter referred to as the “you” or “your”), and Vulcan Investments LLC, registered investment advisor, whose mailing address is: 2100SouthBridge Pkwy Suite 650, Birmingham AL, 35209 (hereinafter referred to as the “Advisor”, “us”, “we”, or “our”.
SIPP Discretionary Investment Management AgreementDiscretionary Investment Management Agreement • February 12th, 2020
Discretionary Investment Management AgreementDiscretionary Investment Management Agreement • November 17th, 2022
WHEREAS, Adviser shall provide Client with discretionary investment management services, which may include the strategic organization, structure and management of assets, and the coordination and selection of other professionals. Client shall provide Adviser information, either verbally and/or written, to create a basic written financial plan.
