Investment Management Agreement Form

When it comes to managing your investments, it`s important to have a solid agreement in place. An investment management agreement form outlines the terms and conditions of your relationship with your investment manager, ensuring that both parties are on the same page.

So, what should be included in an investment management agreement form? Here are a few key elements to consider:

1. Investment objectives: This section outlines your investment goals, such as growth, income, or capital preservation. Your investment manager should be aware of these objectives to ensure that their investment strategy aligns with your goals.

2. Investment guidelines: This section outlines any specific guidelines or restrictions on your investments. For example, you may have certain industries or types of investments that you want to avoid.

3. Fee structure: Your investment management agreement form should clearly outline the fees associated with managing your investments. This may include management fees, performance fees, or other charges.

4. Performance benchmarks: To measure the success of your investment strategy, it`s important to set specific benchmarks. This section should outline the benchmarks your investment manager will use to evaluate their performance.

5. Termination provisions: If you`re not satisfied with your investment manager, it`s important to have a clear path for terminating your agreement. This section should outline the notice required and any fees associated with terminating the agreement.

Of course, there are many other elements that may be included in an investment management agreement form, depending on your specific needs and goals. It`s important to work with a qualified investment manager and review the agreement carefully before signing.

By having a solid investment management agreement in place, you can ensure that your investments are being managed in a way that aligns with your goals and values. And with clear terms and conditions, you can feel confident in your investment decisions and focus on achieving your financial goals.