Common Contracts

Independent Advisor Access Agreement

Advisor Access Agreement • June 19th, 2017 • Mississippi

• Contract Type
  Advisor Access Agreement
• Filed
  June 19th, 2017
• Jurisdiction
  Mississippi

This Independent Advisor Access Agreement is between a Client, third party independent financial advisor and Trustmark Tailored WealthSM (“Trustmark,” “we,” “us,” “our,” “ours”), including as applicable, any related Terms of Use, Enrollment Form(s), Application(s), Certificate(s) of Resolution, Authorizations, and any separate terms of service agreements or instructions relating to specific access and/or functionality that may be provided in connection herewith (collectively, this “Agreement”), and sets forth the terms and conditions governing the provision of access to the Trustmark Tailored Wealth core system (“Core System”) to a third party independent financial advisor (“Independent Advisor”) authorized by you (collectively, “Client,” “you,” “your,” “yours”) and describes the rights, responsibilities and obligations of you, us and the Independent Advisor. Unless otherwise indicated, the provisions of this Agreement apply to both individual and entity Clients. If you are an entity C