Advisory agreement 2026

1. Click ‘Get Form’ to open the advisory 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 your agreement.
3. In Section 1, enter the name of the Fund and confirm that you are representing each portfolio listed in Exhibit A. Ensure all details are accurate.
4. Proceed to Section 2, where you will need to specify any necessary office space and personnel details that the Adviser will provide.
5. In Section 3, review and confirm which expenses are covered by the Adviser. Make sure to check for any additional costs that may apply.
6. Complete Section 7 by entering the fee schedule from Exhibit A. This section outlines how compensation will be calculated and paid.
7. Finally, ensure all signatures are completed at the end of the document, confirming both parties' agreement to the terms outlined.

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