Common Contracts
1 similar Investment Consulting Agreement contracts
INVESTMENT CONSULTING AGREEMENT (ICA)Investment Consulting Agreement • July 18th, 2022
By this Agreement, Client retains Coordinated Capital Securities, Inc., hereinafter referred to as “CCS”, a SEC registered investment adviser to provide investment consulting services on a non‐discretionary basis, to Client. This Agreement and Schedule A of this Agreement sets forth the terms and conditions that apply to Client’s participation in the Investment Consulting non‐discretionary investment advisory program (“Program Account”) and the advisory services provided by the CCS Registered Investment Advisor Representative, or its agent, as designated on Schedule A of this Agreement (hereafter “Financial Professional”).
