Standardized SMA agreements signed by OST and SMA account holders to create a new account.
- SMA Interagency Agreement
- Exhibit A: SMA Investment Policy
- Exhibit B: SMA Procedures
- Exhibit C: Fee Schedule
- Exhibit D: Acknowledgement of Risk
The .gov means it’s official.
A .gov website belongs to an official government organization in the United States.
The site is secure.
The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and
transmitted securely.
