BBB Southern Alberta SSL, SSL Certificates, Secure Sockets Layer McAfee Secure sites help keep you safe from identity theft, credit card fraud, spyware, spam, viruses and online scams

Credit Cards Accepted: VISA, MastercardPayPal

Countries

Satisfaction Guarantee

Portfolio Management Agreement (Canada)

Price $25.00

Document Id : 4121

Canadian investment firms, prepare your client contracts with this template Portfolio Management Agreement for Canada.
  • The client retains the investment firm to manage and operate its portfolio for an annual fee which is calculated as a percentage of the value of the portfolio.
  • The investment firm is responsible for investing and managing the portfolio, and guarantees a minimum annual return.
  • Any returns over and above this minimum will be divided between the client and the firm (as an additional management fee).
  • The client agrees to indemnify and hold the firm harmless against claims, liabilities, damages and expenses arising as a result of its performance of its duties under the agreement.
This Canada Portfolio Management Agreement is a MS Word download which is fully editable to meet your business needs.

Problems opening the PDF? Download the latest version of Adobe Reader.

Exclusive Attorney Membership Marketing Platform