Common Contracts
1 similar Client Advisory Agreement contracts
CLIENT ADVISORY AGREEMENTClient Advisory Agreement • May 14th, 2022
This Client Advisory Agreement (this “Agreement” or “Advisory Agreement”) sets out the terms and conditions under which Domain Money Advisors, LLC (“Domain Money”, “Adviser”, “we”, or “us”), an investment adviser registered with the Securities and Exchange Commission (“SEC”), will provide ongoing discretionary advisory services (“Services”) utilizing Domain Strategies (hereafter defined) with respect to the assets in one or more of your account(s) as established below (each, an “Account”). This Agreement will become effective, and you will become our client (“Client”, “you”, “your” or similar terms), on the date you electronically sign it but advisory services will not commence until you are fully onboarded, including that you have selected a Domain Strategy and your initial Account is established, funded and ready to receive trading instructions from us. The Services are available only to citizens and residents of the United States and its territories.
