Discretionary Investment Mandate Agreement Sample Contracts

DISCRETIONARY INVESTMENT MANDATE AGREEMENT BETWEEN RUTHERFORD ASSET MANAGEMENT (PTY) LTD AND
Discretionary Investment Mandate Agreement • July 7th, 2022

Rutherford Asset Management (Pty) Ltd (“the Discretionary FSP”) (FSP no. 48213),a private company with registration number 2017/108130/07, duly incorporated in terms of the Companies Act of the Republic of South Africa and licensed to act as a Discretionary Financial Services Provider thereby authorising it to render an intermediary investment management and administration service and to dispense advice where required of a discretionary nature, in terms of the Financial Advisory and Intermediary Services Act , 37 of 2002 as amended (“FAIS”) in respect of the following securities and instruments:

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Standard Contracts

DISCRETIONARY INVESTMENT MANDATE AGREEMENT BETWEEN MOMENTUM INVESTMENT CONSULTING (PTY) LTD
Discretionary Investment Mandate Agreement • June 20th, 2013

Whereas, Momentum Investment Consulting (Pty) Ltd (“the Discretionary FSP”),a private company with registration number 2007/018275/07, duly incorporated in terms of the Companies Act of the Republic of South Africa and licensed to act as a Discretionary Financial Services Provider thereby authorising it to render an intermediary investment management and administration service and to dispense advice where required of a discretionary nature, in terms of the Financial Advisory and Intermediary Services Act , 37 of 2002 as amended (“FAIS”);

DISCRETIONARY INVESTMENT MANDATE AGREEMENT BETWEEN RUTHERFORD ASSET MANAGEMENT (PTY) LTD AND
Discretionary Investment Mandate Agreement • July 7th, 2022

Rutherford Asset Management (Pty) Ltd (“the Discretionary FSP”) (FSP no. 48213),a private company with registration number 2017/108130/07, duly incorporated in terms of the Companies Act of the Republic of South Africa and licensed to act as a Discretionary Financial Services Provider thereby authorising it to render an intermediary investment management and administration service and to dispense advice where required of a discretionary nature, in terms of the Financial Advisory and Intermediary Services Act , 37 of 2002 as amended (“FAIS”) in respect of the following securities and instruments:

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