Investment Management Agreement For Guardianship Account | Pdf Fpdf Docx | New York

 New York   Local County   6th Judicial District   Surrogates Court (Broome) 
Investment Management Agreement For Guardianship Account | Pdf Fpdf Docx | New York

Last updated: 9/5/2024

Investment Management Agreement For Guardianship Account

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Description

INVESTMENT MANAGEMENT AGREEMENT FOR GUARDIANSHIP ACCOUNT. This form is used to outline the terms and conditions under which a designated agent manages the investment fund of a ward’s guardianship account. The agreement details the principal’s delegation of investment and management responsibilities to the agent, following the Prudent Investor Standard. It covers the agent’s powers, types of investments allowed, income management, withdrawals, and the need for Surrogate Court approval for certain actions. It also addresses responsibilities for taxes, reporting, fees, and safeguarding the ward's assets. www.FormsWorkflow.com

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