Common Contracts
1 similar Limited Scope Advisory Agreement contracts
LIMITED SCOPE ADVISORY AGREEMENTLimited Scope Advisory Agreement • August 31st, 2021
This document includes agreements and representations that establish and govern the limited scope advisory relationship between Betterment and clients who (i) have not previously entered into an advisory agreement with Betterment LLC and (ii) wish to receive only Simple Services and/or Supplementary Services (as those terms are defined herein) from Betterment.
