Qualified Professional Asset Manager (QPAM) Agreement | Practical Law
A model investment management agreement (IMA) for a qualified retirement plan under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code of 1986 with an investment manager that intends to qualify for the Department of Labor's (DOL's) qualified professional asset manager (QPAM) exemption. This Standard Document has integrated notes with important explanations and drafting tips.