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财富管理合同协议书范本六则.docx
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1、财富管理合同协议书范本六则1. 财富管理合同协议书范本中文版:财富管理合同协议书甲方:(委托人)乙方:(理财机构)鉴于甲方具有一定的财产,并希望进行有效的财富管理,双方经友好协商,达成如下协议:第一条 委托内容甲方委托乙方进行财富管理,包括但不限于股票、基金、债券等金融产品的投资。乙方应按照甲方的风险偏好和投资目标,制定相应的投资计划,并根据市场情况及时调整投资组合,力求实现稳健增值。第二条 业绩分配双方约定,乙方不得向甲方提供保本保收益的承诺,投资风险由甲方承担。甲方享受全部投资收益,乙方按照约定的管理费用收取相应报酬。第三条 违约责任如一方未按约定履行合同义务,构成违约的,应承担相应的违约
2、责任。第四条 合同解除本合同经双方协商一致,可提前解除。解除后,双方应根据实际情况处理尚未了结的财富管理事宜,并结清相应款项。第五条 争议解决双方因本合同引起的任何争议,应友好协商解决;协商不成的,提交有管辖权的仲裁机构进行仲裁。第六条 其他本合同自双方签字盖章起生效,有效期为_年,到期后如继续合作,可协商签订新合同。甲方(盖章): 乙方(盖章):日期:年 月 日英文版:Wealth Management ContractParty A: (Client)Party B: (Wealth Management Institution)Whereas Party A has certain as
3、sets and wishes to engage in effective wealth management, the two parties have reached the following agreement through friendly negotiations:Article 1 Entrusted ContentParty A entrusts Party B to manage wealth, including but not limited to investments in stocks, funds, bonds, and other financial pro
4、ducts. Party B shall formulate an investment plan based on Party As risk preference and investment objectives, and adjust the investment portfolio in a timely manner according to market conditions to achieve stable growth.Article 2 Performance DistributionIt is agreed by both parties that Party B sh
5、all not provide Party A with promises of capital preservation or guaranteed returns, and that investment risks shall be borne by Party A. Party A shall enjoy all investment returns, and Party B shall receive corresponding compensation in the form of agreed management fees.Article 3 Default Liability
6、If either party fails to fulfill its contractual obligations as agreed, it shall bear corresponding default liability.Article 4 Termination of ContractThis contract may be terminated by mutual agreement. After termination, both parties shall handle unfinished wealth management matters based on actua
7、l circumstances and settle corresponding payments.Article 5 Dispute ResolutionAny disputes arising from this contract shall be resolved through amicable negotiations between the two parties. In the event of failure to reach an agreement, the disputes shall be submitted to an arbitration institution
8、with jurisdiction for arbitration.Article 6 OthersThis contract shall take effect upon the signatures and seals of both parties, with a validity period of _ years. If cooperation continues after the expiration, a new contract can be negotiated and signed.Party A (Seal): Party B (Seal):Date: Year Mon
9、th Day2. 财富管理合同协议书范本中文版:财富管理合同协议书甲方:(委托人)乙方:(财富管理机构)鉴于甲方有一定的财富需进行有效管理,经双方友好协商,达成如下协议:第一条 委托内容甲方委托乙方对其财富进行全方位管理,包括但不限于资产配置、理财规划和风险控制等。乙方应根据甲方的需求和目标,制定相应的管理方案,并提供专业的理财服务。第二条 报酬政策双方约定,乙方可按照管理资产规模、业绩水平等因素向甲方收取相应的管理费用,并在投资收益达到一定水平时,按约定的比例分享利润。第三条 保密条款双方应严格遵守保密协议,不得泄露对方的商业机密或个人信息,确保委托事务的安全和隐私。第四条 违约责任任何一方
10、如未履行合同约定的义务,构成违约,应承担相应的法律责任。第五条 生效及期限本合同自双方签字盖章起生效,有效期为_年。到期后可根据实际情况决定是否续签新合同。甲方(盖章): 乙方(盖章):日期:年 月 日英文版:Wealth Management ContractParty A: (Client)Party B: (Wealth Management Institution)Whereas Party A possesses certain wealth that requires effective management, the two parties have reached the fo
11、llowing agreement through friendly negotiations:Article 1 Entrusted ContentParty A entrusts Party B to comprehensively manage its wealth, including asset allocation, financial planning, and risk control. Party B shall formulate corresponding management plans based on Party As needs and goals, and pr
12、ovide professional wealth management services.Article 2 Compensation PolicyIt is agreed by both parties that Party B may charge Party A management fees based on factors such as the scale of managed assets and performance level, and share profits at a certain level of investment returns according to
13、the agreed ratio.Article 3 Confidentiality ClauseBoth parties shall strictly adhere to the confidentiality agreement, not disclose each others trade secrets or personal information, and ensure the security and privacy of entrusted affairs.Article 4 Default LiabilityAny party that fails to fulfill th
14、e obligations as agreed in the contract, resulting in a breach, shall bear corresponding legal liabilities.Article 5 Effectiveness and TermThis contract shall take effect upon the signatures and seals of both parties, with a validity period of _ years. Upon expiration, the decision to renew a new co
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