Common Contracts
2 similar Account Management Agreement contracts
ContractAccount Management Agreement • November 4th, 2024 • New York
This account management agreement (this “Agreement”) sets out the terms and conditions under which Pave Investment Advisors, LLC. (“Pave” or “ADVISER”), a registered investment adviser, will provide ongoing discretionary or non-discretionary management services with respect to the assets you load into the Pave account you create in the Pave application (“Pave Account”). This Agreement will become effective, and you will become a Pave client (“CLIENT”, “you”, “your” or similar terms), on the date you sign it. If your Pave Account relates to the assets of your Traditional Individual Retirement Account or Roth IRA (each an “IRA”), “CLIENT”, “you” or “your” refers to both you, as the settlor of the IRA, and the IRA. You will sign this agreement by checking and clicking the “I Agree” button or typing your name in the electronic signature field appearing after you have scrolled through this Agreement, either of which will constitute your electronic signature. Your electronic signature will b
ContractAccount Management Agreement • June 16th, 2024 • New York
This account management agreement (this “Agreement”) sets out the terms and conditions under which Pave Investment Advisors, LLC. (“Pave” or “ADVISER”), a registered investment adviser, will provide ongoing discretionary or non-discretionary management services with respect to the assets you load into the Pave account you create in the Pave application (“Pave Account”). This Agreement will become effective, and you will become a Pave client (“CLIENT”, “you”, “your” or similar terms), on the date you sign it. If your Pave Account relates to the assets of your Traditional Individual Retirement Account or Roth IRA (each an “IRA”), “CLIENT”, “you” or “your” refers to both you, as the settlor of the IRA, and the IRA. You will sign this agreement by checking and clicking the “I Agree” button or typing your name in the electronic signature field appearing after you have scrolled through this Agreement, either of which will constitute your electronic signature. Your electronic signature will b
