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What is a fiduciary agreement?

The Fiduciary agreement is often defined as a contract where a person transfers the ownership of one asset to another person, named the fiduciary, who will be in charge to exercise ownership rights on his behalf and re-transfer the asset to a named person at the end of the contract.

How to write a management agreement?

How to Create a Management Agreement Consult an Attorney. Identify the Parties Involved. State the Date and Duration of the Agreement. Choose the Law. Elaborate on the Remedies for Agreement Violation. Obtain the Signatures of Both Parties.

What is an IMA agreement?

Investment management agreements (IMAs) are legal documents that give investment managers the authority to manage capital on behalf of investors. They detail the terms and conditions under which a client will invest in a shared vehicle while agreeing to pay investment management service fees and direct expenses.

What is a portfolio management agreement?

A Portfolio Management Agreement typically establishes and defines the portfolio management obligations of the portfolio manager by setting forth the scope of services to be provided by the portfolio manager.