Investment agreement between 2025

1. Click ‘Get Form’ to open the investment agreement in the editor.
2. Begin by filling in the date at the top of the document. This is crucial as it marks the official start of the agreement.
3. In Section 1, provide details about the Adviser and Series. Ensure that names and titles are accurate to avoid any legal discrepancies.
4. Proceed to Section 2, where you will need to specify any brokers or dealers involved in transactions. Clearly outline their roles and responsibilities.
5. In Section 3, input the advisory fee structure. Make sure to calculate based on the Series' average daily net assets for accuracy.
6. Review Sections 4 through 13 carefully, ensuring all terms are understood and agreed upon by both parties before finalizing.
7. Once completed, utilize our platform’s signing feature to securely sign and send the document for approval.

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