Plano Texas Private Client General Asset Management Agreement
Category:
State:
Multi-State
City:
Plano
Control #:
US-1030BG
Format:
Word;
Rich Text
Instant download
Description
In an asset management agreement, a client gives a service provider the responsibility of managing their assets in a pre-defined way, as specified in the contract. A difference is made between a special asset management agreement and a standard asset management agreement. The client lays out their investment policies in a special asset management agreement. In a general asset management agreement, the asset manager is authorized to make investment decisions without having to consult with the client every time.
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