Common Contracts

1 similar Letter of Engagement contracts

LETTER OF ENGAGEMENT FOR PRO BONO FINANCIAL PLANNING AND ADVICE
Letter of Engagement • May 21st, 2021

We, the licensed financial advisor (“Advisor”) and pro bono financial planning recipient (“Pro Bono Client” or “Client”) signing this Agreement, acknowledge that we are entering into an engagement for Advisor to provide financial planning advice to Pro Bono Client. The Advisor has volunteered to assist the Pro Bono Client and will receive no compensation for services provided.

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