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Financial & TaxID: kb-fin-043

Portfolio Management Agreement

Contract hiring a professional to manage investments.

Added: December 4, 2025
Applicable: Universal

Detailed Explanation

A Portfolio Management Agreement is a contract between an investor and a professional investment manager. It grants the manager the authority to make investment decisions and trade securities on behalf of the client, in accordance with the client's specified investment objectives and risk tolerance.

Tags

#investing#wealth management#fiduciary#services

Applicable Countries