Portfolio Management Agreement

About this category:

A Portfolio Management Agreement is a legally binding contract between an investor and a portfolio manager that outlines the terms and conditions of the portfolio management services.

Templates in this category:

Portfolio Management Agreement (Genie AI)

The Portfolio Management Agreement (Genie AI) is a legal template that outlines the terms and conditions between a client and a portfolio manager powered by artificial intelligence platform, Genie AI. It covers the management and investment strategies, fees, responsibilities, and other essential details related to portfolio management services.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
3