Investment Advisory Agreement Template

Investment advisory agreement this investment advisory agreement made and entered into this day of 200 by client.

Investment advisory agreement template. Investment advisory agreement page 4 first clients initials second clients initials multiple clients if this agreement is executed by more than one person gfm may accept directions from either one or the other person in connection with the handling of the client account and termination of this agreement unless. This investment advisory agreement the agreement is dated as of the effective date by and between a the client and lc advisors llc a california limited liability company the advisor and a subsidiary of lendingclub corporation a delaware corporation lending club. Subject to the guidelines you give us full discretionary authority to invest and reinvest in your name at. Lc advisors llc.

Whereas client wishes to retain advisor to advise client with. Sample non discretionary investment advisory agreement. Item 23d investment advisor agreement. Usbi or provider is distributing this investment advisory agreement this agreement and making usbi automated inves tor the service available to its clients including those persons who become clients by opening an advisory account with the service.

Client hereby agrees to engage thompson investment management inc. Epg an investment advisor registered with the state of michigan and the client listed on the signature page of this agreement client. Investment advisor or ia a new york limited liab ility company registered as an investment advisor with the state of new york to act as investment advisor for and to manage the assets of clients account account in accordan ce with the terms and conditions of this agreement agreement. Registered investment advisor investment advisory agreement 1.

This investment advisory agreement agreement is made between equity planning group inc. The investment guidelines the guidelines for the accounts are set forth in exhibit a to this investment advisory agreement the agreement. This investment advisor agreement the agreement is entered into by and between freedom asset management corporation of america a texas corporation the investment advisor and freedom asset management capital series the client on this 15th day of october 2001.