Common Contracts

3 similar Advisory Client Access and Sub-Manager Agreement contracts

MONEX ASSET MANAGEMENT INC
Advisory Client Access and Sub-Manager Agreement • October 31st, 2024

The undersigned ("Client", “you”, or “your), being duly authorized, pursuant to the terms of this Agreement (the “Agreement”) hereby engages Monex Asset Management, Inc. ("Monex"), as investment adviser to provide access to BCP Advisors LLC, d/b/a BCP Global ("Adviser" or “Firm”) as a sub-manager to manage your investment portfolio account (the “Account”) on an on- line basis, pursuant to the terms and conditions of the Investment Advisory Agreement to be executed by Client and Adviser (“BCP Advisory Agreement”). Client, Monex and Adviser are also referred to herein as “Party” and or “Parties”).

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MONEX ASSET MANAGEMENT INC
Advisory Client Access and Sub-Manager Agreement • August 17th, 2023

The undersigned ("Client", “you”, or “your), being duly authorized, pursuant to the terms of this Agreement (the “Agreement”) hereby engages Monex Asset Management, Inc. ("Monex"), as investment adviser to provide access to BCP Advisors LLC, d/b/a BCP Global ("Adviser" or “Firm”) as a sub-manager to manage your investment portfolio account (the “Account”) on an on- line basis, pursuant to the terms and conditions of the Investment Advisory Agreement to be executed by Client and Adviser (“BCP Advisory Agreement”). Client, Monex and Adviser are also referred to herein as “Party” and or “Parties”).

MONEX ASSET MANAGEMENT INC
Advisory Client Access and Sub-Manager Agreement • October 18th, 2022

The undersigned ("Client", “you”, or “your), being duly authorized, pursuant to the terms of this Agreement (the “Agreement”) hereby engages Monex Asset Management, Inc. ("Monex"), as investment adviser to provide access to BCP Advisors LLC, d/b/a BCP Global ("Adviser" or “Firm”) as a sub-manager to manage your investment portfolio account (the “Account”) on an on- line basis, pursuant to the terms and conditions of the Investment Advisory Agreement to be executed by Client and Adviser (“BCP Advisory Agreement”). Client, Monex and Adviser are also referred to herein as “Party” and or “Parties”).

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