Common Contracts

5 similar Client Advisory Agreement contracts

Revolut Wealth Inc. - Client Advisory Agreement
Client Advisory Agreement • October 24th, 2024 • Delaware

This Advisory Agreement (“Agreement”) describes the understanding between you (“Client” or “you”) and Revolut Wealth Inc. (“Revolut Wealth”) regarding advisory and investment management services we will provide you. Revolut Wealth shall provide Client with discretionary portfolio management services, which may include the strategic organization, structure and management of assets, and the coordination and selection of other professionals. If you have any questions about the Agreement, you should discuss it with us before executing.

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Revolut Wealth Inc. - Client Advisory Agreement
Client Advisory Agreement • April 24th, 2024 • Delaware

This Advisory Agreement (“Agreement”) describes the understanding between you (“Client” or “you”) and Revolut Wealth Inc. (“Revolut Wealth”) regarding advisory and investment management services we will provide you. Revolut Wealth shall provide Client with discretionary portfolio management services, which may include the strategic organization, structure and management of assets, and the coordination and selection of other professionals. If you have any questions about the Agreement, you should discuss it with us before executing.

Revolut Wealth Inc. - Client Advisory Agreement
Client Advisory Agreement • October 20th, 2023 • Delaware

This Advisory Agreement (“Agreement”) describes the understanding between you (“Client” or “you”) and Revolut Wealth Inc. (“Revolut Wealth”) regarding advisory and investment management services we will provide you. Revolut Wealth shall provide Client with discretionary portfolio management services, which may include the strategic organization, structure and management of assets, and the coordination and selection of other professionals. If you have any questions about the Agreement, you should discuss it with us before executing.

Revolut Wealth Inc. - Client Advisory Agreement
Client Advisory Agreement • August 8th, 2023 • Delaware

This Advisory Agreement (“Agreement”) describes the understanding between you (“Client” or “you”) and Revolut Wealth Inc. (“Revolut Wealth”) regarding advisory and investment management services we will provide you. Revolut Wealth shall provide Client with discretionary portfolio management services, which may include the strategic organization, structure and management of assets, and the coordination and selection of other professionals. If you have any questions about the Agreement, you should discuss it with us before executing.

Revolut Wealth Inc. - Client Advisory Agreement
Client Advisory Agreement • June 29th, 2023 • Delaware

This Advisory Agreement (“Agreement”) describes the understanding between you (“Client” or “you”) and Revolut Wealth Inc. (“Revolut Wealth”) regarding advisory and investment management services we will provide you. Revolut Wealth shall provide Client with discretionary portfolio management services, which may include the strategic organization, structure and management of assets, and the coordination and selection of other professionals. If you have any questions about the Agreement, you should discuss it with us before executing.

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