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Advisory Agreements

Language purporting to limit an adviser’s liability in an advisory agreement is also called a 'hedge clause.' Whether a particular hedge clause is misleading is ...
A peer shares the advisory firm's IM agreement
This 18-page document displays an example of a Franklin Templeton investment management agreement
Here's an example of an agreement to share information between parties
Here's an example of a subadvisory agreement
A client could sue for breach of contract. “It’s pretty easy to calculate the damages” should that occur
Such a hedge clause generally is likely to mislead those retail clients into not exercising their legal rights
Sample this IA contract
An example of a subadvisory agreement
A peer shares a copy of a subscription agreement that includes terms relevant to clients in various countries
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