Common Contracts
1 similar Investment Advisory Agreement contracts
Investment Advisory AgreementInvestment Advisory Agreement • May 19th, 2023 • Massachusetts
INSTRUCTIONS A copy of the Investment Advisory Agreement – Part I, Part II, and Part III – completely filled out and signed by the prospective client must returned to ClientServiceSF@NatixisIMSolutions.com. The agreement should be completed by the client and accepted by Natixis Advisors, LLC prior to releasing the account to our management at your respective firm. If desired, a subsequent hard copy can be faxed to (617) 425-9103 (Please use attached fax cover sheet) or mailed to the below address. Natixis Advisors, LLC Attention: Client Service Group 101 Second Street, Suite 1600 San Francisco, CA 94105 In order to ensure that accounts are opened in a timely manner, please follow the instructions set forth herein and completely fill out the agreement. If you should have further questions, please call our Client Service Group at 866-773-2454 or send an email to ClientServiceSF@NatixisIMSolutions.com. ADDITIONAL ACCOUNT TYPES The following types of accounts require additional documents
