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Service Agreement

The Basis for a Profitable Relationship


The business relationship between the Caisse and each of its depositors is defined in a service agreement, which specifies:

  • The Caisse’s duties and responsibilities as a fund manager:
    • Fund Management
    • Advisory Services
    • Reporting
  • The depositor’s responsibilities with regard to its investment policy:
    • Establish its investment policy in collaboration with the Caisse, while taking into account its long-term financial obligations and the level of risk it is prepared to assume with regard to the investments made by the Caisse;
    • Communicate its investment policy and, if applicable, its updates to the Caisse.
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