Model discretionary investment management agreement


Published by a ½Û×ÓÊÓƵ Pensions expert
Precedents

Model discretionary investment management agreement


Published by a ½Û×ÓÊÓƵ Pensions expert

Precedents
imgtext

The Model discretionary Investment management agreement can be found on the Investment Association’s website here. Please note that non-Members of the Investment Association (IA) may only use the model agreement with the IA’s permission.

In

Powered by Lexis+®
Jurisdiction(s):
United Kingdom
Key definition:
Model definition
What does Model mean?

Financial model used for undertaking financial viability testing, often referred to as a ‘toolkit’ appraisal.

Read more

Popular documents

Investment management agreements—trustee considerations

Investment management agreements—trustee considerationsThe management of assets belonging to another person on a discretionary basis is a 'regulated activity' overseen by the Financial Conduct Authority (FCA). As a rule trustees will not usually be authorised by the FCA to manage most types of

Statement of investment principles (SIP)

Statement of investment principles (SIP)STOP PRESS—Impact of the Retained EU Law (Revocation and Reform) Act 2023: This document contains references to retained EU law (REUL) and associated terms introduced by the European Union (Withdrawal) Act 2018 in connection with Brexit. From 1 January 2024,

Payment of surplus to the employer—pension schemes in winding-up

Payment of surplus to the employer—pension schemes in winding-upFORTHCOMING DEVELOPMENT 1: On 22 November 2023 the DWP published its response to the call for evidence on ‘Options for defined benefit (DB) pension schemes’. The purpose of the call for evidence was to investigate how DB schemes could

Employer-related investments (ERIs)

Employer-related investments (ERIs)THIS PRACTICE NOTE APPLIES TO REGISTERED OCCUPATIONAL PENSION SCHEMESAs a general rule, subject to the specific governing provisions of their trust deed and rules, registered occupational pension schemes can make investments without restrictions to the scope of