Core IMA drafting

Course Information

This intermediate course provides an analysis of the clauses comprising an investment management agreement, and focuses on teaching delegates how to draft each clause in a practical commercial context in light of regulatory requirements.

The topics of this course are as follows:

  1. Full discretionary investment management services;
  2. Understanding the IMs business;
  3. New client appointment;
  4. The Investment Association;
  5. Investment Management Agreements – a page by page turn of the clauses;
  6. What to attach to your agreements; and
  7. Drafting IMAs exercise plus sample reviews.

This course is perfect for those professionals with a good knowledge of IMAs, but who would like to enhance their drafting skills.

If you would like to attend, but cannot travel to our venue, we are happy to offer you virtual attendance or you may purchase the course materials, so do get in touch!

Date: TBC

Price: £1,290

Venue: K304-6 Kala Studio, The Biscuit Factory, Drummond Road, London, SE16 4DG


For further information, please click below to access our course brochure:

Core IMA Drafting Cover


We'd love to hear from you, please get in touch with us if you have any questions.


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