Common Contracts
1 similar Service Agreement contracts
Vault Invest™ Service AgreementService Agreement • April 10th, 2024 • Oklahoma
This Vault Invest™ Service Agreement (“Agreement”) is an electronic contract made by and between Vault Wealth Strategies, LLC (“Vault Wealth”, “Vault”, “Company”, “we”, “us”, “our”) registered with the Oklahoma Department of Securities as a Registered Investment Adviser, and the client (“you” or “client”). This agreement is for the limited purpose of providing the investment management service described below as Vault Invest™. The effective date of the engagement will be the date you acknowledge and accept the terms of this agreement.
