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Investment Management Agreements

A comprehensive template for drafting Investment Management Agreements, covering key terms and conditions.
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By Penno TeamCreated February 5, 2025

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About this template

This template provides a comprehensive outline for creating an Investment Management Agreement, detailing the roles, responsibilities, and terms between clients and investment managers. It includes sections on services, fees, confidentiality, and legal governance, ensuring clarity and compliance in investment management relationships.

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