Agreement For Financial Services

The Client undertakes to cooperate with the Advisor and to entrust him with the provision of the services defined in this Agreement. The Advisor accepts this contractual relationship and undertakes to provide the financial advisory services listed in accordance with the terms of this Agreement and undertakes to perform the tasks listed to the best of his ability. This document sets out the basis on which we do business with you and on your behalf. This is our default client agreement and we intend to rely on it in relation to our order of fees and the scope of work. This is an important document, and for your own benefit and protection, we ask you to read it carefully before continuing with our service. If you are unsure of any of the conditions, please contact us for an explanation. If necessary, get additional information about yourself and your financial situation. Both the Advisor and the Client agree that each party is solely responsible for its normal business expenses, including accounting, communication, operating costs and business travel, unless otherwise specified in this Agreement. The Counsellor acknowledges that he/she will have knowledge of and access to non-public information within the meaning of federal law. Accordingly, the advisor undertakes not to make purchases or sales of customer inventory and will make reasonable efforts to protect such information and prevent it from reaching third parties, unless the customer has previously authorized it. In addition, the Consultant undertakes not to include or disclose such information in financial reports intended for public release, including annual reports, press releases and investor communications. Ready for some financial advice? A financial services contract is a contract between you and your financial advisor.

This allows you to sketch out the business relationship and help ensure that everyone is in the same place in tax matters, interlocutors and service fees. In the nothing, create a financial services contract – we pass it on to you. In a few steps, you have a legal document that both parties can sign. Chapters Financial Limited provides independent financial advice and therefore provides investment services and markets products from the entire market and from a number of insurers for non-investment insurance (e.g. .