Portfolio Management Services Agreement Sample Contracts

DISCRETIONARY PORTFOLIO MANAGEMENT SERVICES AGREEMENT
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;

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PORTFOLIO MANAGEMENT SERVICES AGREEMENT № dated
Portfolio 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

Portfolio Management Services Agreement
Portfolio 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.

PORTFOLIO MANAGEMENT SERVICES AGREEMENT № dated
Portfolio 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

Portfolio Management Services Agreement
Portfolio 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.

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