Common Contracts
1 similar Client Agreement contracts
Freedom Investment Management Client AgreementClient Agreement • November 20th, 2024 • Florida
The undersigned party (“Client(s)”) hereby retains Raymond James & Associates, Inc., ("RJA"), a registered broker/dealer and investment adviser, to establish an account(s) in the Freedom Program (the “Program”) sponsored by RJA, and to provide investment advisory, brokerage and other services in accordance with the terms and conditions set forth in this investment management agreement (“Agreement”). RJA acts as custodian or sub-custodian, as applicable, for funds and securities deposited in Client’s Account(s). For Individual Retirement Custodial Accounts (IRA Accounts), Raymond James Trust Company of New Hampshire is custodian (RJ Trust Co NH – Custodian) and IRA accounts are sub-custodied by RJA. Obligations, rights, duties, responsibilities, and limitations on the scope of services and liability of Asset Management Services (“AMS”), as described herein shall be construed as obligations, rights, duties, responsibilities, and limitations on the scope of services and liability of RJA.
