San Bernardino California Private Client General Asset Management Agreement

State:
Multi-State
County:
San Bernardino
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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San Bernardino California Private Client General Asset Management Agreement