Georgina has provided advice on a broad range of pension issues with particular expertise in advising on a variety of legal documentation in respect of investments by pension schemes — including
discretionary investment management agreements, hedge fund documentation, and establishing and operating common investment funds.
You'll be prompted to create a Wealthsimple account, where you'll take a risk - assessment, provide personal and banking details and electronically
sign investment management agreements.
Investment advice is only provided to investors who become clients pursuant to
an investment management agreement.
These requirements apply not only to documents such as a client's account application form or
investment management agreement, but also to notes or memoranda maintained by BlackRock Canada made as a result of discussions and correspondence with the client.
Successfully defending an oil and gas investment fund, International Oil and Gas Technology Ltd, in relation to a Commercial Court claim by the fund's former investment manager for wrongful termination of
the investment management agreement.
Other names for this document:
Investment Management Agreement, Management Rights Letter
A Breach of Trust of
an Investment Management Agreement with proceedings in The Channel Islands.