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    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.
    Download Type: Microsoft Word
    Last Updated: 12-December-2022
    SKU: 4121