Common Contracts
1 similar Asset Management Services – Client Agreement contracts
Asset Management Services – Client AgreementAsset Management Services – Client Agreement • April 30th, 2020 • Nebraska
This Asset Management Services-Client Agreement, (“Agreement”) is executed by and between the Client(s), whose name(s) and signature(s) appear below and Arbor Point Advisors, LLC, (“APA”) an SEC registered investment advisor. All references throughout the Agreement to Client whether such Client is an individual person, more than one person or an entity other than a natural person will be to “Client” in the singular. APA and Client agree that any asset management services (also referred to throughout the Agreement and within any related disclosure documents or brochure as advisory services and/or investment management/advice/services/supervisory services) to be provided under the Agreement will be provided in accordance with the following terms and conditions.
