Individually Managed Account Agreement Sample Contracts
Individually Managed Account Agreement and ApplicationIndividually Managed Account Agreement • April 3rd, 2018
This document has been prepared by Synergy Financial Markets Pty Ltd ABN 80 150 565 781; AFSL No. 403863 (referred to in this document as “Synergy”, “we”, “our”, “us”). Synergy is the Investment Manager of the Synergy Funds Management investment strategies. Terms used in this Document have defined meanings and you should refer to the section titled ‘Defined Terms’.
