CADOGANDiscretionary Management Agreement • June 5th, 2017 • England
This Agreement applies to the provision of Discretionary Investment Management services by the Manager (Cadogan Asset Management Limited) on behalf of its Clients. Please read this Agreement carefully, together with the Account Application, Terms of Business, Statement of Charges, Risk Warnings and any further communication you have received in relation to the provision of services from us. They set out the basis on which we will conduct our business with you and for you. This Agreement also contains a number of obligations and commitments on your part, including various undertakings and your agreement to be responsible for our charges and any costs and losses that we may incur in providing our services to you.
DISCRETIONARY MANAGEMENT AGREEMENTDiscretionary Management Agreement • September 8th, 2022
The following Risk Disclosure Statements are provided pursuant to the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission:以下的風險披露聲明是根據 <<證券及期貨事務監察委員會持牌人或註冊人操守準則>> 的要求予以提供： (1) RISK OF SECURITIES TRADING證券交易的風險 The prices of securities fluctuate, sometimes 證券價格有時可能會非常波動。證券價格可升可跌，甚至變 dramatically. The price of a securities may move up or 成毫無價值。 down, and may become valueless. It is as likely that losses will be incurred rather than profit made as a result of buying and selling securities. 買賣證券未必一定能夠賺取利潤，反而可能會招致損失。 (2) RISK OF MARGIN TRADING保證金買賣的風險 The risk of loss in financing a transaction by deposit of 藉存放抵押品而為交易取得融資的虧損風險可能極大。你所 collateral is significant. You may sustain losses in excess 蒙受的虧蝕可能會超過你存放於有關持牌人或註冊人作為抵 of your cash and any other assets deposited as collateral with the licensed or registered person. Market conditions may make it impossible to execute contingent orders, such as "stop-loss" or "stop-limit" orders. You may
DISCRETIONARY MANAGEMENT AGREEMENT GENERAL TERMS AND CONDITIONSDiscretionary Management Agreement • March 4th, 2021
DISCRETIONARY MANAGEMENT AGREEMENTDiscretionary Management Agreement • May 12th, 2022 • Hong Kong
This Agreement is entered into on the date set out below between Delta Asia Wealth Management Limited (“the Manager”) and the Client, and governs the terms upon which the Client appoints the Manager as the sole discretionary investment manager of the Discretionary Management Account (as hereinafter defined) with an initial discretionary management asset as per Schedule 1.
Discretionary Management AgreementDiscretionary Management Agreement • October 26th, 2017 • 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”) and Wealthsimple Inc. (the “Portfolio Manager” or “Wealthsimple”), on the terms and conditions set forth below.
Discretionary Management Agreement for Managed AccountsDiscretionary Management Agreement • May 30th, 2024 • 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.
Discretionary Management AgreementDiscretionary Management Agreement • April 10th, 2023 • 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.
