Common Contracts
2 similar Managed Account Agreement contracts
ContractManaged Account Agreement • January 31st, 2022
This managed account agreement (the "Agreement"), effective as of the date accepted is entered into by and between the undersigned client(s) (the "Client") and Assante Connect, a division of WealthBar Financial Services Inc. ("WealthBar", "Assante Connect", "we", "us", "our") carrying on business as Assante Connect (the "Portfolio Manager"), on the terms and conditions set forth below.
ContractManaged Account Agreement • July 28th, 2020
This managed account agreement (the "Agreement"), effective as of the date accepted is entered into by and between the undersigned client(s) (the "Client") and Assante Connect, a division of WealthBar Financial Services Inc. ("WealthBar", "Assante Connect", "we", "us", "our") carrying on business as Assante Connect (the "Portfolio Manager"), on the terms and conditions set forth below.
