Common Contracts
2 similar Retail Client Agreement contracts
Retail client agreementRetail Client Agreement • December 4th, 2023
Terms of business and fee disclosure documents in financial services are almost always long-winded, complicated and generally as dull and incomprehensible as the rules that govern their content. Our approach when writing this booklet was to attempt the opposite and provide a useful, jargon free guide that presents the information you need clearly and concisely.
Retail client agreementRetail Client Agreement • November 28th, 2022
Terms of business and fee disclosure documents in financial services are almost always long-winded, complicated and generally as dull and incomprehensible as the rules that govern their content. Our approach when writing this booklet was to attempt the opposite and provide a useful, jargon free guide that presents the information you need clearly and concisely.
