Common Contracts
3 similar Sanlam Onshore Bond contracts
Investment management agreementSanlam Onshore Bond • February 15th, 2022 • England
This Agreement is required where the accountholder(s) has/have appointed EITHER an appropriately authorised Financial Adviser on a full discretionary basis OR a discretionary investment manager, to manage the assets in the fund identified below (both referred to as the Investment Manager) AND the accountholder(s) has/have confirmed the investments shall be managed via a platform.
Investment management agreementSanlam Onshore Bond • February 15th, 2022 • England
This Agreement is required where the accountholder(s) has/have appointed EITHER an appropriately authorised Financial Adviser on a full discretionary basis OR a discretionary investment manager, to manage the assets in the fund identified below (both referred to as the Investment Manager) AND the accountholder(s) has/have confirmed the investments shall be managed via a platform.
Investment management agreementSanlam Onshore Bond • May 7th, 2020 • England
This Agreement is required where the accountholder(s) has/have appointed EITHER an appropriately authorised Financial Adviser on a full discretionary basis OR a discretionary investment manager, to manage the assets in the fund identified below (both referred to as the Investment Manager) AND the accountholder(s) has/have confirmed the investments shall be managed via a platform.
