Discretionary Portfolio Management Services Agreement Sample Contracts

DISCRETIONARY PORTFOLIO MANAGEMENT SERVICES AGREEMENT
Discretionary Portfolio Management Services Agreement • April 14th, 2020

You have requested MeDirect Bank NV/SA (hereinafter referred to as "MeDirect", "us" or "we"), to provide services to you (hereinafter referred to as the "Customer" or "you") regarding discretionary portfolio management. We agree to provide these services under the terms of this Agreement and under the terms and conditions below.

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DISCRETIONARY PORTFOLIO MANAGEMENT SERVICES AGREEMENT
Discretionary Portfolio Management Services Agreement • April 18th, 2019

THIS DISCRETIONARY PORTFOLIO MANAGEMENT AGREEMENT is entered into on day of year between ABans Broking Services Private Limited, a Company incorporated under Companies Act, 1956, having its Corporate Office at 36, 37, 38 A, 3rd Floor, 227 Nariman Bhavan, Backbay Reclamation, Nariman Point, Mumbai - 400 021 (hereinafter referred to as the “Portfolio Manager”/ ”ABSPL” which expressions shall include, unless repugnant or inconsistent to the meaning or context thereof, mean and include its successors in title and assigns) of the ONE PART;

ADDENDUM TO AGREEMENT
Discretionary Portfolio Management Services Agreement • October 21st, 2020

This agreement is an addendum (“Addendum”) to the Discretionary Portfolio Management Services Agreement dated [date of original agreement] (“Original Agreement”) executed by and between [name of the Client], (hereinafter referred to as the “Client”) and NJ Asset Management Private Limited (formerly known as “NJ Advisory Services Private Limited”) (hereinafter referred to as “Portfolio Manager”) at Surat.

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