Use this template to prepare a Portfolio Management Agreement for Canada, between a client and an investment consulting firm, under which the client retains the firm to manage and operate its portfolio for an annual fee which is calculated as a percentage of the value of the portfolio. Provisions of the agreement include:

• The investment firm is responsible for investing and managing the portfolio, and guarantees a minimum annual return (expressed as a percentage).
  
• Any return 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 is a Canadian legal contract in MS Word format.