FOLIO Ontology

Investment Advisory Agreement

IRI:
https://folio.openlegalstandard.org/RBfmTgzfln9s5vTNHyxb48Y
Preferred Label Investment Management Agreement
Alternative Labels

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Definition

An Investment Advisory Agreement is a contract between an investor and an advisor, where the advisor provides investment recommendations, portfolio management, or other advisory services. The agreement specifies fees, the scope of advice, and fiduciary responsibilities.

Class Relationships

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Additional Information

Metadata

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Description

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Notes

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Editorial Information

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Editorial Note

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Identifier

N/A

Deprecated

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Source and Origin

No source or origin information available