Common Contracts
1 similar Wealth Management Agreement contracts
Wealth Management AgreementWealth Management Agreement • June 10th, 2024
This Wealth Management Agreement is entered into between the undersigned client and Chris Lee & Partners ("CLP"). The purpose of this Agreement is to outline the terms and conditions under which CLP will provide Wealth Management and Financial Advice services to the Client. Financial advice is defined as ‘A person gives financial advice if they make a recommendation or give an opinion in relation to acquiring or disposing of (including refraining from acquiring or disposing of) a financial product’.
