More templates

Investment Management Agreements

PN
By Penno TeamCreated 2/5/2025
AgreementsContractsFinancial Documents
A comprehensive template for drafting Investment Management Agreements, covering key terms and conditions.
Edit the content of this template using Penno AI editor to make it your own. Learn more →
This template provides a comprehensive outline for creating an Investment Management Agreement, detailing the roles, responsibilities, and terms between clients and investment managers. It includes sections on services, fees, confidentiality, and legal governance, ensuring clarity and compliance in investment management relationships.

Related Templates

Here are some templates that are similar to Investment Management Agreements.

1099 Forms (for Dividend and Interest Income)
1099 Forms (for Dividend and Interest Income)Template for 1099 forms for dividend and interest income reporting.
Account Opening Form Template
Account Opening Form TemplateA structured account opening form template for efficient customer onboarding.
Adoption Agreement Template
Adoption Agreement TemplateA comprehensive template for formalizing the adoption process, ensuring clarity and legal protection.