Advanced IMA Drafting

Course Information

With a foundation of understanding the types of services, the business, the risk profile and the types of investment management agreements, this course provides an in-depth analysis of the clauses comprising the range of investment management agreements, and focuses on teaching delegates how to draft each clause, for each investment management service, in a practical commercial context in light of regulatory requirements.

The topics of this course include:

  1. World of Investment Management including client types;
  2. Investment Management Services (across the full spectrum);
  3. Levels of discretion;
  4. Understanding the IMs business;
  5. New client appointment;
  6. Understanding the risk profile;
  7. Agreement types;
  8. Investment Management Agreement Review – an in-depth review of each clause in an IMA;
  9. Before, after and hot topics!;
  10. Investment Advisory Agreements;
  11. Execution Only Agreements; and
  12. Implementation Services Agreements.

“Advanced IMA Drafting” is perfect for those who seek a deep understanding of the nuts and bolts of an IMA within the current regulatory context. This boutique course will provide you with industry leading knowledge and material for you to leverage on a daily basis.

This course is suitable for those senior professionals that have been negotiating IMAs for a number of years and who wish to push their expertise to the next level!

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: £1,890

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

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

Advanced IMA Drafting Cover








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


©2022 Cleveland & Co

Log in with your credentials

Forgot your details?