Common Contracts
1 similar Advisor Service Agreement contracts
Advisor Service Agreement for Advisors operating under the S.T.E.P Code of Professional Conduct and Countrywide Tax & Trust Corporation Ltd’s Professional Indemnity Insurance.Advisor Service Agreement • September 1st, 2014 • England and Wales
The Advisor acts as an Introducer to “the Company” of clients who require Wills and/or Trusts and/or associated documents. The Advisor shall attend on clients in an information gathering capacity and can use “the Company’s” software to record information gathered from the client. The client will be a client of “the Company” solely for the purposes of the products and services supplied by “the Company” and the relationship between “the Company” and the Advisor is governed by this Agreement.
