IA updates Investment Management Agreement to reflect MiFID II changes

Investment manager-client contractual agreement template

Mike Sheen
IA updates Investment Management Agreement in light of MiFID II

IA updates Investment Management Agreement in light of MiFID II

The Investment Association (IA) has updated its template Investment Management Agreement (IMA) to reflect new MiFID II requirements, which came into force on 3 January 2018.

The changes to the IMA - used by the IA's investment manager membership as their standard relationship document for institutional clients - are the first since it was last updated in 2013. MiFID II blog: All the latest news and analysis as industry adapts to new regulations An IA spokesperson said the updated document is specifically designed for new clients and ensuring new manager-investor relationships are up to MiFID II standards. The IMA is a formal arrangement between an investment manager and a client, which stipulates the terms under which the manager is authorised to act o...

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