Investment management contract definition
Investment management contract means a written contract between a “registered investment adviser” and his/her/its “client”, contained in a single document or a series of related documents, setting forth the “registered investment adviser’s” duties and responsibilities with respect to the investment of the “client’s” money; it includes, without limitation, a “Limited Mutual Fund Market Timing / Asset Allocation Agreement”, but it does not include a “discretionary account agreement”.
Investment management contract means a written agreement wherein a client agrees to goals and strategies for the investment of the client's money, assisted by the Registered Investment Adviser, following a process which specifies investment goals, risk tolerance, allocation of investments among diversified asset classes and guidelines for the selection of money managers and ongoing monitoring and reporting.
Investment management contract means a con- tract concluded between a PRSA provider and an investment manager;
More Definitions of Investment management contract
Investment management contract means any investment management contract that relates exclusively to the Transferred Business, including but not limited to:
Investment management contract means a contract or agreement in effect on the date hereof or entered into after the date hereof, relating to the Company's rendering of investment management or investment advisory services, including sub-advisory services, underwriting or distribution services or any administrative services to any Person.
Investment management contract means a written agreement wherein a client agrees to goals and strategies for the investment of the client's money, assisted by the Registered Investment Advisor, following a process which specifies investment goals, risk tolerance, asset allocation and guidelines for the selection and oversight of other registered investment advisors.