Portfolio Management Services Sample Contracts

Discretionary Portfolio Management Agreement Advisory Portfolio Management Agreement Terms of Business
Portfolio Management Services • 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.

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