Investment Management Agreement & Service Level Agreement Sample Contracts
IMA – Investment management agreement & SLA – Service level agreementInvestment Management Agreement & Service Level Agreement • April 15th, 2014
The following documents are included in this application. Kindly take note of the following: Clients are not to sign blank documents. The SLA is for all clients looking to open accounts. The additional IMA is only for clients looking to open a managed account. Clients are to sign/initial at the bottom of every page, both the SLA and the IMA (if applicable), together with all the schedules and return same to Courtney Capital in order to open the account.