Common Contracts
2 similar Client Care Agreement contracts
Client Care AgreementClient Care Agreement • April 19th, 2016 • Florida
Life Planning Partners, Inc. (LPP) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Set forth below is the basis upon which LPP will furnish you, the undersigned (Client), LPP’s financial planning and investment management services. LPP and Client, hereby agree as follows:
Client Care AgreementClient Care Agreement • April 15th, 2015 • Florida
Life Planning Partners, Inc. (LPP) is registered with the State of Florida as a Registered Investment Advisor. Set forth below is the basis upon which LPP will furnish you, the undersigned (Client), LPP’s financial planning and investment management services. LPP and Client, hereby agree as follows:
