AGREEMENT ON (SEMI-AUTOMATED) DISCRETIONARY PORTFOLIO MANAGEMENTDiscretionary Portfolio Management Agreement • October 12th, 2022
DISCRETIONARY PORTFOLIO MANAGEMENT AGREEMENTDiscretionary Portfolio Management Agreement • December 8th, 2023
Discretionary Portfolio Management AgreementDiscretionary Portfolio Management Agreement • April 3rd, 2021 • Delaware
This Portfolio Management Agreement (the “Agreement”) is made and entered by and between Hemista Inc. (hereinafter referred to as “Adviser”), a registered investment adviser and you (hereinafter referred to as “Client”).
DISCRETIONARY PORTFOLIO MANAGEMENT AGREEMENTDiscretionary Portfolio Management Agreement • June 10th, 2008
This Discretionary Portfolio Management Agreement (hereinafter referred to as “this Agreement”) is made day of month of 200 between:
BayRock Financial, L.L.C. Discretionary Portfolio Management AgreementDiscretionary Portfolio Management Agreement • December 2nd, 2020 • Texas
Adviser shall provide Client with discretionary portfolio management services, which may include the strategic organization, structure and management of assets, and the coordination and selection of other professionals. Client will also complete a statement of investment selection or other suitability forms (collectively referred to as “statement of investment objectives”) that details Client’s financial profile and the assets that are subject to Adviser's management (the “Account”). BayRock typically requires a minimum of $50,000 to open and maintain an advisory account, however, we may waive this minimum account size at our discretion.
Discretionary Portfolio Management AgreementDiscretionary Portfolio Management Agreement • November 25th, 2022 • Delaware
This Portfolio Management Agreement (the “Agreement”) is made and entered between FLIT Invest LLC (hereinafter referred to as “Adviser”), a registered investment adviser with the Securities and Exchange Commission and you (hereinafter referred to as “Client” or "you" or "your").
Head Office Discretionary Portfolio Management AgreementDiscretionary Portfolio Management Agreement • December 2nd, 2016
The person/s specified in Schedule A as “the Client”, hereinafter called “the Client” (which expression shall, unless repugnant to the context or meaning thereof, be deemed to mean and include:
Discretionary Portfolio Management Agreement Advisory Portfolio Management Agreement Terms of BusinessDiscretionary Portfolio Management Agreement • July 19th, 2017
This form is used to collect certain personal information which is necessary for us to provide the investment services required and to comply with applicable Anti-Money Laundering and Due Diligence legislation. For further details on how we use the personal information provided to us in this form, and the owner’s rights in relation to our use of this personal information, please refer to our client privacy statement at www.international.standardbank.com/privacystatement.
Discretionary Portfolio Management AgreementDiscretionary Portfolio Management Agreement • July 22nd, 2020 • Florida
_ (the “Effective Date”) by and between Harwood Advisory Group, LLC d/b/a Harwood Financial Group (hereinafter referred to as “Adviser”), a registered investment adviser and
This agreement is made between:Discretionary Portfolio Management Agreement • November 4th, 2019 • Victoria
