ContractPortfolio Management Services Agreement • July 19th, 2024
Account Opening Form PORTFOLIO MANAGEMENT SERVICES ACCOUNT OPENING FORM CUM AGREEMENT OFPRP EDGE WEALTH PVT LTD.(SEBI Registration No. INP000007960) (As per the requirement of Regulation of SEBI (Portfolio Managers) Regulations, 2020) (i) The Document has been prepared in accordance with the Securities and Exchange Board of India (Portfolio Managers) Regulations, 2020, as amended from time to time and filed with SEBI. (ii) The Document has been filed with the Board (SEBI) along with the certificate in the prescribed format in terms of regulation of SEBI (Portfolio Managers) Regulation 2020. (iii) The purpose of the Document is to get information about the client and register themselves for Portfolio Management Services (PMS) in a manner to assist and enable the investors in making an informed decision for engaging a Portfolio Manager. (iv) The document required the necessary information about the client, provide the details about portfolio construction required by an investor before in
This Portfolio Agreement is made at Kathmandu this day of 20 between;Portfolio Management Services Agreement • May 22nd, 2019
(Hereinafter referred to as the “Client(s)” which expression shall, unless repugnant to the context or meaning, thereof, be deemed to include its/his/her/their respective heirs executors, administrators, successors, legal representatives and permitted assigns) of the ONE PART
PORTFOLIO MANAGEMENT SERVICES AGREEMENT № datedPortfolio Management Services Agreement • April 1st, 2019
«CySEC») to provide investment and ancillary services and carry out investment activities, authorization No. 314/16, with registered office at: 54, Vasileos Georgiou A, GALATEX Beach Center, Block E2, fl/office 46, Potamos Germasogeias, 4047 Limassol, Cyprus, represented by Executive Director
Old Bridge Capital Management Private Limited 101, Keshava, E Block, Bandra Kurla Complex Bandra – East, Mumbai – 400 051 I/We the undersigned, has / have executed Portfolio Management Services Agreement dated (“PMS Agreement”) with the Company.Portfolio Management Services Agreement • March 17th, 2017
Pursuant to the terms of the PMS Agreement, I/we wish to infuse funds to my aforesaid PMS Account, details of which are as follows:
PORTFOLIO MANAGEMENT SERVICES AGREEMENTPortfolio Management Services Agreement • June 23rd, 2011
(hereinafter referred to as the “Client” which expression shall, unless repugnant to the context or meaning thereof include its legal representatives, executors, administrators, successors, assigns, permitted assigns and heirs ) of the One Part AND BONANZA PORTFOLIO LIMITED (BPL) a company incorporated under the Companies Act 1956 and having its Registered Office at 4353- 4C, MADAN MOHAN STREET , ANSARI ROAD, DARYA GANJ, NEW
Portfolio Management Services AgreementPortfolio Management Services Agreement • August 29th, 2021
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Portfolio Management Services AgreementPortfolio Management Services Agreement • April 1st, 2013
This Agreement governs the investment management services that Select Money Management, Inc., a California corporation (referred to as “us,” “we,” or “our”), agrees to provide to the employee benefit plan and its named fiduciaries identified below (re- ferred to as “you”, “your” or the “Plan”) upon the following terms and conditions. If you have any questions, please do not hesitate to write to our home office at: 26800 Aliso Viejo Parkway, Suite 150, Aliso Viejo, California 92656, or call us at (949) 975-7900.
I/We the undersigned, has / have executed Portfolio Management Services Agreement dated (“PMS Agreement”) with the Company.Portfolio Management Services Agreement • September 16th, 2020
Pursuant to the terms of the PMS Agreement, I/we wish to infuse funds to my aforesaid PMS Account, details of which are as follows:
PORTFOLIO MANAGEMENT SERVICES AGREEMENT № datedPortfolio Management Services Agreement • November 11th, 2021
«CySEC») to provide investment and ancillary services and carry out investment activities, authorization No. 314/16, with registered office at: 54, Vasileos Georgiou A, GALATEX Beach Center, Block E2, fl/office 46, Potamos Germasogeias, 4047 Limassol, Cyprus, represented by Executive Director
Additional investmentsPortfolio Management Services Agreement • August 25th, 2020
Pursuant to the terms of the PMS Agreement, I/we wish to infuse additional funds to my aforesaid PMS Account, details of which are as follows:
Additional investmentsPortfolio Management Services Agreement • January 25th, 2022
Pursuant to the terms of the PMS Agreement, I/we wish to infuse additional funds to my aforesaid PMS Account, details of which are as follows:
Portfolio Management Services AgreementPortfolio Management Services Agreement • April 1st, 2013
This Agreement governs the investment management services that Select Money Management, Inc., a California corporation (referred to as “us,” “we,” or “our”), agrees to provide to the client named below (referred to as “you” or “your”) upon the following terms and conditions. If you have any questions, please do not hesitate to write to our home office at: 26800 Aliso Viejo Parkway, Suite 150, Aliso Viejo, California 92656, or call us at (949) 975-7900.
