Picture of Portfolio Management Agreement | Canada Picture of Portfolio Management Agreement | Canada

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.
Document Type: Microsoft Word
Last Updated: 13-January-2025
SKU: 4121
$24.99
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