Common Contracts

1 similar Client Care Agreement contracts

Client Care Agreement
Client Care Agreement • September 21st, 2011

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:

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