Investment Management Agreement
Naming the Parties - You begin the contract by naming the parties in the agreement. This may seem obvious, but attorney Mark Cohen of Colorado writes in his article Ten Things to Consider Before Signing a Contract that "a common error is to use the name of a person representing an entity rather than the name of the entity."
Write or type up the date on the agreement to establish an effective date. List the parties involved in the agreement, using full business or individual names and titles. For example, you may title your business as the "Service Provider" and the customer as "Customer."