Model Discretionary Investment Management Agreement for a professional client
Written by Charlie Palmer on 10/08/2018

Model Discretionary Investment Management Agreement for a professional client

On 25 May 2018, the Investment Association (IA) published a model discretionary investment management agreement, in co-operation with Norton Rose Fulbright.

The model agreement is a template agreement relating to the appointment of a discretionary investment manager by a client that has been categorised by the manager as a professional client. 

Model_IMA_report_website_version_1.pdf  

The agreement is, their words "issued to the general public for information purposes only and may be used by you as a template to be adapted and used to reflect your specific circumstances and needs". 
  

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