Ima Agreement

Allens is pleased to have participated in the update of the Financial Services Board`s investment management agreement proposal. Providing best practice materials to FSC members and others in the sector ensures that the sector meets high standards. In the case of an ADM – a client invests in a portfolio of models managed by a professional investment manager, all commercial, administrative and investment reports are taken over by the platform administrator for the client. The client`s financial advisor assists the client in determining whether an ADM is fit to meet their investment requirements and which ADM or ADM models should be chosen. First, it is important to understand the differences and benefits between a fund managed by an IMA, an ADM, and other investment structures.