Common Contracts
1 similar Service Fee Agreement contracts
SERVICE FEE AGREEMENTService Fee Agreement • May 5th, 2022
This Service Fee Agreement (“Agreement”) acts as a letter of engagement between you and your financial representative (your “Representative”). Your Representative introduced you to Assante Connect a division of WealthBar Financial Services Inc. doing business as CI Direct Investing (“CI Direct Investing”). A copy of this Agreement will be available to your Representative and will be binding on both you and your Representative.
