Client Services Agreement Sample Contracts

CLIENT SERVICES AGREEMENT
Client Services Agreement • April 19th, 2024

Excent Capital Ltd (hereafter the “Company”) is a limited liability company incorporated and registered under the laws of Seychelles, with Company number 8433152-1 and a registered address at CT House, Office 3C, Providence, Mahe, Seychelles. The Company is authorized and regulated by the Financial Services Authority in Seychelles (“FSA”) under the license SD137 for the provision of the investment services specified in this Client Service Agreement (hereafter the "Agreement").

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Contract
Client Services Agreement • March 9th, 2023

Enclosed in this agreement you will find the legal documentation that has been prepared by PrimePay in order to service your account. It is very important you read all of the agreements prior to signing this document below. In Section 8 you will find several Power of Attorney Tax forms that must be completed and signed as well, if you elect to utilize PrimePay’s tax services. Once complete, this page and all relevant agreements and tax forms must be returned to your PrimePay representative or faxed back to your PrimePay local office with your signature below and your initials beside the Sections representing services to which you would like to subscribe. PrimePay has many other services which may require you to sign a separate agreement or to click and “accept” online Terms of Service or Terms of Use. By initialing the items below, I am stating that I have read and understand the attached agreements, and have the authority to sign them. By signing this document, I agree to the terms an

Client Services Agreement: Financial Planning and Investment Consultation Services
Client Services Agreement • February 1st, 2024

This Client Services Agreement (“Agreement”) is entered into between the client identified on the signature page to this Agreement (“you” or the “Client”) and Glenda K. Moehlenpah, CPA d/b/a Financial Bridges (“we,” “us” “Financial Bridges” or the “Firm”) on the date it is executed by both parties on the signature page (the “Effective Date”). If you have any questions about the content of this Agreement, you should discuss them with us or your legal counsel before you sign this Agreement.

Client Services Agreement ('CSA')
Client Services Agreement • October 4th, 2022

We are Staffing 360 Solutions Limited (company registration number 06745176) trading as Butler, Bridge & May which has its registered office at 3rd Floor, 24 Cornhill, London, City of London, EC3V 3ND, United Kingdom, including, for the purposes of these Terms, our branch offices and our subsidiary companies (as defined by s.1159 Companies Act 2006) or associated bodies corporate (as defined by s.256 Companies Act 2006) (throughout ‘we’, ‘us’, ‘our’ and ‘ours’).

Client Services Agreement
Client Services Agreement • December 20th, 2023

This document serves as the basis for a formal agreement between you as a client and The Connection Place. It is important for you to understand this agreement. Please read this document in its entirety and ask Jeremy Johnson about anything that is unclear to you. You will be asked to sign below indicating that you have read, understand, and accept the terms of this agreement. Once you sign this agreement, you become a client of The Connection Place. Your signature also documents that The Connection Place has informed you of our privacy practices and your rights under the Health Insurance Portability and Accountability Act (HIPAA). For more information on HIPAA, please see the Client Rights section below.

Richmond Creative Counseling, LLC 1900 Byrd Ave
Client Services Agreement • April 5th, 2022

Welcome to Richmond Creative Counseling (RCC). This document (the “Agreement”) contains important information about our professional services and business policies. It also contains summary information about the Health Insurance Portability and Accountability Act (HIPAA), a federal law that provides privacy protections and client rights, and Virginia Code § 32.1-127.1:03, a state law that regulates disclosure of medical records, with regard to the use and disclosure of your Protected Health Information (PHI) used for the purpose of treatment, payment, and health care operations.

Client Services Agreement
Client Services Agreement • August 8th, 2023

Welcome to Auburn University Psychological Services Center (AUPSC). This document (the Client Services Agreement) contains important information about the professional services and business policies at AUPSC. It also contains summary information about the AUPSC’s Privacy Notice, which summarizes privacy protections and client rights with regard to the use and disclosure of your health information for the purpose of treatment, payment, and health care operations. As the AUPSC does not accept insurance, the Center does not serve as a covered-entity that operates under HIPAA. Still, the AUPSC upholds and adheres to the privacy standards of a covered entity. Thus, AUPSC provides you with a Notice of Privacy Practices (the Privacy Notice) for use and disclosure of health information for treatment, payment, and health care operations. The Privacy Notice is available on our website and will be given to you in person and/or via email, which explains our privacy practices and its application to

CLIENT SERVICES AGREEMENT
Client Services Agreement • March 31st, 2022

This Agreement is made and entered into on _____________________ (“Effective Date”) by and between Back Office Staffing Solutions, LLC (“Company”), ____________________________ (“Partner”), and ____________________________ (“Client”) (collectively, the “Parties”).

TCG 403(b) Program Terms & Conditions
Client Services Agreement • May 18th, 2022 • Texas

This client services agreement (“Agreement”) is between TCG Administrators, LP (“TCG”) and each person named as a client (“Client”) on the application for the individual investment tax deferred program in which the Client has indicated he or she wishes to participate on the application (the “Program”).

Client Services Agreement
Client Services Agreement • October 10th, 2023 • New South Wales

In this agreement, references to ‘you’ means each account holder and owner of a holding, jointly and severally and any person who holds office in an entity which is a customer. References to ‘Futu’, ‘us’, ‘we’ or ‘our’ are references to Futu Securities (Australia) Ltd ACN 095 920 648, trading as Moomoo AU (Moomoo AU) or any of its Related Bodies Corporate (as defined in the Corporations Act 2001 (Cth) (Corporations Act) (Futu Group).

GBE GLOBAL LTD
Client Services Agreement • November 16th, 2023

This Agreement governs the relationship between the Client and the Company and is electronically executed. The Client is required to accept these terms provided that it has read and agrees with the terms of the Agreement by checking and/or clicking the respective acceptance checkbox during the Online Account Opening Procedure which is further explained below.

Client Services Agreement (v. 3.15.2022)
Client Services Agreement • March 16th, 2022

The purpose of this Client Services Agreement (“Agreement”) is to define the relationship and serve as a formal agreement between the client and the therapist at Creative Family Counseling (“CFC”). It is important for you to understand this Agreement. It defines the philosophy of counseling, parameters of confidentiality, and the fee agreement. It also defines your consent to counseling and other legal matters related to treatment at CFC. Please read this document in its entirety and ask your therapist, about anything that is unclear to you. You will be asked to sign below indicating that you have read, understand, and accept the terms of this Agreement.

PSYCHOTHERAPIST-CLIENT SERVICES AGREEMENT
Client Services Agreement • November 13th, 2019

Disclosure of confidential information may be required by your health insurance carrier or HMO/PPO/EAP in order to process the claims. I have no control or knowledge over what insurance companies do with the information.

CLIENT SERVICES AGREEMENT
Client Services Agreement • April 16th, 2024 • Delaware

whose principal location is _116 East Martin Luther King, Jr. Blvd, Los Angeles CA 90011 United St_at(ehsereafter referred to as “Client”) enter into this non-exclusive Client Services Agreement (“Agreement”) for the purpose of referring and placing Consultants (“Consultants”) with Client. This Agreement shall govern the overall terms of the relationship, while a separate Client assignment confirmation for each placement will outline specifics as to bill rates, personnel, and assignment lengths.

PSYCHOTHERAPIST-CLIENT SERVICES AGREEMENT
Client Services Agreement • May 19th, 2014

Welcome. This document contains important information about my professional services and business policies. It also contains summary information about the Health Insurance Portability and Accountability Act (HIPAA), a new federal law that provides new privacy protections and new client rights with regard to the use and disclosure of your Protected Health Information (PHI) used for the purposes of treatment, payment, and health care operations. HIPAA requires that I provide you with a Notice of Privacy Practices (the Notice) for use and disclosure of PHI for treatment, payment and health care operations. The Notice, which is attached to this Agreement, explains HIPAA and its application to your personal health information in greater detail. The law requires that I obtain your signature acknowledging that we have provided you with this information. Although these documents are long and sometimes complex, it is very important that you read them carefully before our next session. We can di

TABULERA, INC. CLIENT SERVICES AGREEMENT
Client Services Agreement • June 10th, 2021 • California

This Client Services Agreement (“Agreement”), as signed and dated on the preceding Order Form (the “Order Form”), by and between Tabulera, Inc., a Delaware corporation, dba Tabulera, Inc. Administrator, a California Department of Insurance Registered Administrator (License # 0M90032), with its principal office at 5994 W. Las Positas Blvd., Suite 117, Pleasanton, CA 94588 (“Tabulera”), is entered into for the Services (as defined herein) and subscription to the Tabulera Portal (as defined herein).

CLIENT SERVICES AGREEMENT
Client Services Agreement • April 6th, 2021 • Connecticut

Service Provider and Client desire to enter into this Agreement to set forth the terms and conditions on which Service Provider will provide services to Client from time-to-time. Therefore, in consideration of the mutual promises contained herein, the parties hereto agree as follows:

Client Services Agreement
Client Services Agreement • February 6th, 2015

This Client Services Agreement together with any Schedule(s), and accompanying documents (together, referred to as the “Agreement”) set out the basis on which Jefferies Singapore Limited (“Jefferies Singapore”, “we”, “our” or “us”) may provide broking and clearing services to you, our client (the "Client" or "you"). The terms provided herein are legally binding on you, your respective successors and permitted assigns. Jefferies Singapore is entitled to rely on the information, authorities and signatures provided under the terms of the Agreement, and you undertake to inform Jefferies Singapore immediately of any changes in such information, authorities and signatures. Jefferies Singapore shall not be deemed to have knowledge of any such changes until receipt of written notice from you or your authorised signatories (as appropriate) of such changes.

Client Services Agreement
Client Services Agreement • May 27th, 2009 • New Mexico

with phone number and Cole Financial Consulting, LLC (“CFC”, “advisor”, “us”) located at 24 Canada Vista Drive, Sandia Park, NM 87047 regarding the services CFC will provide you. If you have any questions about the content or purpose of this Agreement we should discuss them before you sign this Agreement.

CLIENT SERVICES AGREEMENT
Client Services Agreement • March 2nd, 2022

This Agreement is a contract between the Client, either a physical or legal person, (as identified in the Client Application Form and named the “Client”), and Solidary Markets NZ Ltd (‘‘SMFX”), 1st Floor, Harvest Court, 218 George Street, Dunedin, 9045, New Zealand, and It sets out the terms under which SMFX will provide its services to Clients. Please read it carefully and seek clarification of any points that may be unclear. The terms set out will come into effect, and the rights and obligations of the parties will apply, from the date of signing of this Agreement.

PSYCHOLOGIST-CLIENT SERVICES AGREEMENT
Client Services Agreement • September 15th, 2023

This document contains important information about my professional services and business policies. It also contains summary information about the Health Insurance Portability and

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DAVID J. LUTZ, PH.D.
Client Services Agreement • December 10th, 2021

Welcome to my practice. This document (the Agreement) contains important information about my professional services and business policies. It also contains summary information about the Health Insurance Portability and Accountability Act (HIPAA), a federal law that provides privacy protections and client rights with regard to the use and disclosure of your Protected Health Information (PHI) used for the purpose of treatment, payment, and health care operations. HIPAA requires that I provide you with a Notice of Privacy Practices (the Notice) for use and disclosure of PHI for treatment, payment and health care operations. The Notice, which is attached to this Agreement, explains HIPAA and its application to your personal health information in greater detail. The law requires that I obtain your signature acknowledging that I have provided you with this information. Although these documents are long and sometimes complex, it is important that you read them carefully. We can discuss any qu

TRUE NORTH DISABILITY SERVICES LTD. CLIENT SERVICES AGREEMENT
Client Services Agreement • December 27th, 2018 • British Columbia
Contract
Client Services Agreement • June 9th, 2021 • Illinois

THIS CLIENT SERVICES AGREEMENT (including the General Terms and all Exhibits and Statements of Work, the “Agreement”) is made and entered into as of the earlier of the date on which Services commenced, or the effective date of the applicable Statement of Work (the “Effective Date”) by and between Netrix, LLC, an Illinois Limited Liability Company, having a principal place of business at 2801 Lakeside Drive, Suite 125, Bannockburn, IL 60015 ("Netrix") and the Client listed on the applicable Statement of Work (“Client”). Netrix and Client are sometimes collectively referred to as “Parties” and each individually as a “Party”. In consideration of the rights and obligations set forth below, the receipt and sufficiency of which is acknowledged, the Parties agree to the following:

Contract
Client Services Agreement • January 9th, 2019

This Client Services Agreement (‘CSA’) must be read in conjunction with our detailed terms of business (‘DTOB’) from time to time, a copy of the current version is annexed to this CSA and is also available upon request.

CLIENT SERVICES AGREEMENT
Client Services Agreement • August 20th, 2019
PSYCHOLOGIST- CLIENT SERVICES AGREEMENT
Client Services Agreement • May 26th, 2020

Welcome to Breakthru Counseling and Consulting, P.C. (“BCC”), the psychological counseling practice of Dr. Quincy L. Warner. This document contains important information about BCC’s professional services and business policies. It also contains summary information about the Health Insurance Portability and Accountability Act (HIPAA), a federal law that provides privacy protections and patient (“client”) rights with regard to the use and disclosure of your Protected Health Information (PHI) used for the purpose of treatment, payment, and health care operations. HIPAA requires that BCC provide you with a Notice of Privacy Practices (“Notice”) for use and disclosure of PHI for treatment, payment and health care operations. The Notice, which accompanies this Agreement, explains HIPAA and its application to your personal health information in greater detail. The law requires that BCC obtain your signature acknowledging that BCC has provided you with this information. Although these documents

CLIENT SERVICES AGREEMENT
Client Services Agreement • September 16th, 2021

This Client Services Agreement (‘CSA’) must be read in conjunction with our current detailed terms of business (‘DTOB’) a current copy of which is annexed to this CSA and is also available upon request.

Client Services Agreement
Client Services Agreement • August 1st, 2020

Welcome to achievebalance.org (ABO), part of All About the Family, LLC. This agreement contains important information about our professional services and business policies. It also contains summary information about the Health Insurance Portability and Accountability Act (HIPAA), a federal law that provides privacy protections and client rights with regard to the use and disclosure of your Protected Health Information (PHI) used for the purpose of treatment, payment, and health care operations. Although these documents are long and sometimes complex, it is very important that you read them carefully. We can discuss any questions you have about the procedures. When you sign this document, it will also represent an agreement between us. You may revoke this agreement in writing at any time. That revocation will be binding on ABO unless we have taken action in reliance on this agreement or if you have not satisfied any financial obligations you have incurred.

Contract
Client Services Agreement • September 26th, 2023 • New York

This Client Services Agreement (“Agreement”) is between ADP TotalSource, Inc. and any of its subsidiaries or affiliates to which it may assign this Agreement or a portion thereof (“TotalSource”), and the other party executing this Agreement (“Client”), and will be effective and binding upon the parties as of 12:01 a.m. on the first day of the first payroll period for which TotalSource processes the payroll (“Effective Date”).

CLIENT SERVICES AGREEMENT
Client Services Agreement • May 8th, 2020

Welcome to Scoir! Please read the following terms of service (the “Agreement”) carefully as they contain the legal terms and conditions of your access to and use of the Services (defined below) provided by SCOIR, Inc. (“Provider”). The term “Client” as used herein means the educational institution, local educational agency, school administrative unit, education industry association, company, or other legal or professional entity that utilizes or intends to utilize the Services. By your accepting this Agreement, either by clicking a box indicating Client’s acceptance or by executing an order form that references this Agreement, you acknowledge that you have read, understand, and agree to the terms of this Agreement and you represent that you have the authority to bind Client to this Agreement. If you do not agree with these terms and conditions, you must not accept this Agreement and Client must not use the Services.

Barbara Pherribo, LPC
Client Services Agreement • September 28th, 2018

ASSIGNMENT OF INSURANCE BENEFITS: I hereby authorize payment, directly to Barbara Pherribo of insurance benefits for provided services otherwise payable to me. I agree that I am responsible for the total balance due on my account for services rendered by Barbara Pherribo, even though I may arrange for my health care plan to pay for part of it. I agree to allow Barbara Pherribo to use my credit card information that I provide for the purpose of paying off unpaid balances on my bill. It is my responsibility to inform Barbara Pherribo of my current address, phone number, and any change to my credit card information until my final balance is paid in full. Co-payments are due in full at the time service is rendered. Cash, Check, or credit card will be accepted. I understand that although I may arrange for my insurance to pay for the service that reimbursement by my insurance company to Barbara Pherribo will not be made unless my deductible is met in full. If my deductible is not met in full

DAVID J. LUTZ, PH.D.
Client Services Agreement • December 19th, 2017

Welcome to my practice. This document (the Agreement) contains important information about my professional services and business policies. It also contains summary information about the Health Insurance Portability and Accountability Act (HIPAA), a federal law that provides new privacy protections and new patient rights with regard to the use and disclosure of your Protected Health Information (PHI) used for the purpose of treatment, payment, and health care operations. HIPAA requires that I provide you with a Notice of Privacy Practices (the Notice) for use and disclosure of PHI for treatment, payment and health care operations. The Notice, which is attached to this Agreement, explains HIPAA and its application to your personal health information in greater detail. The law requires that I obtain your signature acknowledging that I have provided you with this information. Although these documents are long and sometimes complex, it is very important that you read them carefully. We can

Fund Account Client Services Agreement
Client Services Agreement • May 4th, 2021 • Missouri

This Client Services Agreement is incorporated into and is part of the Account Authorization and Agreement Form (collectively, the “Services Agreement”) signed by one or more persons or entities (collectively, the “Client,” “me,” “my,” “I,” “we” or “our”) and constitutes a binding investment advisory contract between Edward D. Jones & Co., L.P. (“Edward Jones”) and me in order to establish Edward Jones Guided Solutions® Fund Account (“Guided Solutions”) services for my account (my “Account”). My “Account” refers to each nondiscretionary account managed by Edward Jones established to custody Guided Solutions assets at Edward Jones or to sub-custody assets on behalf of Edward Jones Trust Company (“EJTC”), and any brokerage account resulting from the termination of this Services Agreement. I am a natural person of legal age with the ability to enter into this Services Agreement or the representative of an entity with the authority to enter into this Services Agreement.

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