Common Contracts

UNIFIED MANAGED ACCOUNT CLIENT AGREEMENT

Unified Managed Account Client Agreement • June 11th, 2021 • New York

• Contract Type
  Unified Managed Account Client Agreement
• Filed
  June 11th, 2021
• Jurisdiction
  New York

This Agreement (“Agreement”) is entered into by and between, Royal Alliance Associates, Inc. (“Royal Alliance” or “Advisor”), a registered investment advisor and securities broker-dealer, VISION2020 Wealth Management Corp. (“Manager”), a registered investment advisor, and the client (“Client”). The Investment Adviser Representative (“Advisory Representative”) is a representative of Advisor and acts on behalf of Advisor.