Client Care AgreementClient Care Agreement • July 12th, 2018 • Florida
Contract Type FiledJuly 12th, 2018 JurisdictionLife 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 • March 14th, 2017 • Florida
Contract Type FiledMarch 14th, 2017 JurisdictionLife 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: