No Product Sales and No Future Dealings. The Financial Professional’s responsibility in this role terminates once the settlement has been reached or the Collaborative process has been terminated. The Financial Professional may not work with either client post-settlement excepting as noted in this paragraph. The Financial Professional shall not take assets under administration or sell any financial products. The Financial Professional may assist either or both clients in the implementation of their settlement agreement and in a post-settlement evaluation if agreed upon as part of the Collaborative proceedings. It is critical that the Financial Professional maintain his/her neutrality even after negotiations have been concluded. We have read the above agreement in its entirety, understand the content and agree to the terms. Signature Date Signature Date Name of Financial Professional Date SCHEDULE C FAMILY PROFESSIONAL SERVICE AGREEMENT This is an agreement made between: and: “The Clients” and: “The Family Professional”
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No Product Sales and No Future Dealings. The Financial Professional’s responsibility in this role terminates once the settlement has been reached or the Collaborative process has been terminated. The Financial Professional may not work with either client post-settlement excepting as noted in this paragraph. The Financial Professional shall not take assets under administration or sell any financial products. The Financial Professional may assist either or both clients in the implementation of their settlement agreement and in a post-settlement evaluation if agreed upon as part of the Collaborative proceedings. It is critical that the Financial Professional maintain his/her neutrality even after negotiations have been concluded. We have read the above agreement in its entirety, understand the content and agree to the terms. Signature Date Signature Date Name Dated on , 202 Clients: Financial Professional: [full name of client] [name of Financial Professional] [full name of client] Schedule “C” Sample Collaborative Family Professional Date SCHEDULE C FAMILY PROFESSIONAL SERVICE AGREEMENT This is an agreement made between: and: “The Clients” and: “The Family Professional”Agreement
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No Product Sales and No Future Dealings. The Financial Professional’s responsibility in this role terminates once the settlement has been reached or the Collaborative process has been terminated. The Financial Professional may not work with either client post-settlement excepting as noted in this paragraph. The Financial Professional shall not take assets under administration or sell any financial products. The Financial Professional may assist either or both clients in the implementation of their settlement agreement and in a post-settlement evaluation if agreed upon as part of the Collaborative proceedings. It is critical that the Financial Professional maintain his/her neutrality even after negotiations have been concluded. We have read the above agreement in its entirety, understand the content and agree to the terms. Signature Date Signature Date Name of Financial Professional Date SCHEDULE C FAMILY PROFESSIONAL SERVICE AGREEMENT This is an agreement made between: and: “The Clients” and: “The Family Professional”Dated on , 2019
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Samples: familyllb.com
No Product Sales and No Future Dealings. The Financial Professional’s responsibility in this role terminates once the settlement has been reached or the Collaborative process has been terminated. The Financial Professional may not work with either client post-settlement excepting as noted in this paragraph. The Financial Professional shall not take assets under administration or sell any financial products. The Financial Professional may assist either or both clients in the implementation of their settlement agreement and in a post-settlement evaluation if agreed upon as part of the Collaborative proceedings. It is critical that the Financial Professional maintain his/her neutrality even after negotiations have been concluded. We have read the above agreement in its entirety, understand the content and agree to the terms. Signature Date Signature Date Name of Dated on , 20… Clients: Financial Professional: Schedule “C” Collaborative Family Professional Date SCHEDULE C FAMILY PROFESSIONAL SERVICE AGREEMENT This is an agreement made between: and: “The Clients” and: “The Family Professional”Agreement
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Samples: Participation Agreement
