Wake North Carolina Contrato general de gestión de activos de clientes privados - Private Client General Asset Management Agreement

• Category: Contrato - Cliente Privado
• State: Multi-State
• County: Wake
• Control #: US-1030BG
• Format: Word

Description

Activo general A Wake North Carolina Private Client General Asset Management Agreement is a comprehensive legal document that outlines the terms and conditions of an asset management arrangement between a private client and their designated asset management firm. This agreement establishes a fiduciary relationship between the client and the asset manager, specifying the responsibilities, obligations, and rights of both parties involved in the management of the client's assets. The Wake North Carolina Private Client General Asset Management Agreement covers various aspects of the asset management relationship, including the investment objectives, risk tolerance, and financial goals of the client. It also outlines the scope of the asset manager's authority to make investment decisions on behalf of the client, taking into account the client's preferences and constraints. Keywords: Wake North Carolina, private client, general asset management agreement, comprehensive, legal document, terms and conditions, asset management arrangement, fiduciary relationship, responsibilities, obligations, rights, management of assets. Different types of Wake North Carolina Private Client General Asset Management Agreements may include: 1. Discretionary Asset Management Agreement: This type of agreement grants the asset manager full authority to make investment decisions on behalf of the client without seeking prior approval for each transaction. The asset manager has the flexibility to manage the client's portfolio within the agreed investment objectives and risk parameters. 2. Non-Discretionary Asset Management Agreement: In this type of agreement, the asset manager provides investment advice and recommendations to the client, but the final decision-making authority rests with the client. The asset manager must obtain the client's approval before executing any investment transactions. 3. Wrap Fee Asset Management Agreement: This agreement combines investment management services with other ancillary services, such as custodial services, administration, and reporting. The asset manager charges a single bundled fee that covers both investment management and additional services. 4. Separately Managed Account Agreement: This agreement involves the creation of a customized investment portfolio for the client. The asset manager selects individual securities or assets based on the client's specific investment objectives, risk tolerance, and preferences. The client retains ownership of the individual assets held within the account. Keywords: Discretionary Asset Management Agreement, Non-Discretionary Asset Management Agreement, Wrap Fee Asset Management Agreement, Separately Managed Account Agreement, investment decisions, investment objectives, risk tolerance, authority, approval, transaction, flexibility, bundled fee, customized, investment portfolio.

A Wake North Carolina Private Client General Asset Management Agreement is a comprehensive legal document that outlines the terms and conditions of an asset management arrangement between a private client and their designated asset management firm. This agreement establishes a fiduciary relationship between the client and the asset manager, specifying the responsibilities, obligations, and rights of both parties involved in the management of the client's assets. The Wake North Carolina Private Client General Asset Management Agreement covers various aspects of the asset management relationship, including the investment objectives, risk tolerance, and financial goals of the client. It also outlines the scope of the asset manager's authority to make investment decisions on behalf of the client, taking into account the client's preferences and constraints. Keywords: Wake North Carolina, private client, general asset management agreement, comprehensive, legal document, terms and conditions, asset management arrangement, fiduciary relationship, responsibilities, obligations, rights, management of assets. Different types of Wake North Carolina Private Client General Asset Management Agreements may include: 1. Discretionary Asset Management Agreement: This type of agreement grants the asset manager full authority to make investment decisions on behalf of the client without seeking prior approval for each transaction. The asset manager has the flexibility to manage the client's portfolio within the agreed investment objectives and risk parameters. 2. Non-Discretionary Asset Management Agreement: In this type of agreement, the asset manager provides investment advice and recommendations to the client, but the final decision-making authority rests with the client. The asset manager must obtain the client's approval before executing any investment transactions. 3. Wrap Fee Asset Management Agreement: This agreement combines investment management services with other ancillary services, such as custodial services, administration, and reporting. The asset manager charges a single bundled fee that covers both investment management and additional services. 4. Separately Managed Account Agreement: This agreement involves the creation of a customized investment portfolio for the client. The asset manager selects individual securities or assets based on the client's specific investment objectives, risk tolerance, and preferences. The client retains ownership of the individual assets held within the account. Keywords: Discretionary Asset Management Agreement, Non-Discretionary Asset Management Agreement, Wrap Fee Asset Management Agreement, Separately Managed Account Agreement, investment decisions, investment objectives, risk tolerance, authority, approval, transaction, flexibility, bundled fee, customized, investment portfolio.

Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.