Portfolio Management Agreement | Canada

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.
• Available as a fully editable MS Word template.
• Intended to be used only in Canada.