SAMPLE INVESTMENT MANAGEMENT SERVICE AGREEMENTInvestment Management Service Agreement • November 11th, 2011 • Tennessee
THIS AGREEMENT1 made and entered into this 24th day of June, 2011, by and between Union Valley Cumberland Presbyterian Church, 726 Elm Street, Morganfield, Arkansas, hereinafter called the Participant, and the Board of Stewardship, Foundation, and Benefits of the Cumberland Presbyterian Church, Inc., a Tennessee non-profit corporation, hereinafter called the Trustee, does hereby establish an account under the name "Union Valley Cumberland Presbyterian Church Endowment."
ADDENDUM TO THE DISCRETIONARY PORTFOLIO INVESTMENT MANAGEMENT SERVICE AGREEMENTInvestment Management Service Agreement • June 1st, 2021
THIS ADDENDUM AGREEMENT entered into on this day of , 20 as mentioned herein, between the person (s) specified in Schedule A as the 'Client' which expression shall, unless repugnant to the meaning or context thereof, be deemed to mean and include where client is an Individual/ Company registered under Companies Act, 1956 or 2013/ Partnership Firm/ HUF / Board of Trustees of Trust and their respective heirs, executors and administrators/ son/ daughter/ wife of (not applicable for corporate, partnership and HUF / represented by Director/ Partner/ Karta/ Trustee (not applicable to Individual Clients),
