Online Course Information
If you would like to attend our Understanding IMA’s course, but cannot travel to our venue, we also have an online version of the course available. The course includes video footage of the course in a group setting, and provides access to the same material used in the hosted event.
This course provides an introduction to investment management agreements focusing not only on the documentation, but what you need to know from a practical perspective in order to understand the services the investment manager is providing, as well as the relationships internally and with the client.
The topics of this course are as follows:
- Investment Management Services;
- Understanding the IMs business;
- New client appointment;
- What agreement to use;
- The Investment Association;
- Investment Management Agreements – a page turn; and
- What to attach to your IMAs.
This is an introductory course suitable for those business professionals starting within the investment management industry or those that wish to have a greater understanding of IMAs.