This is a sample private equity company form, an Investment Management Agreement. Available in Word format.
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés.
For your convenience, the complete English version of this form is attached below the Spanish version.
Typically, investment managers provide performance reports quarterly, but you can always ask for updates more frequently if you prefer to keep a closer eye on things.
Like any investment, there are risks involved, so it’s vital to understand that past performance doesn’t guarantee future results; the market can be a wild ride!
If you decide to pull the plug, you usually can, but it's good to check the terms of your agreement as they may outline a notice period or any conditions for termination.
Absolutely! The agreement can be tailored to fit your goals, whether you’re looking for growth, income, or a mix of both.
The investment manager uses their expertise and research to choose investments that they believe will yield the best returns based on your financial objectives.
If you're looking to grow your wealth but don't have the time or expertise, an Investment Management Agreement allows a professional to step in and work towards your financial goals.
Trusted and secure by over 3 million people of the world’s leading companies