Common Contracts

1 similar Client Agreement contracts

CLIENT AGREEMENT DOCUMENT FOR Andrew Dawborn T/A Wise Investments INVESTMENT SERVICES
Client Agreement • January 11th, 2016

With regard to investments which we have arranged for you these will not be kept under review, (unless we agree that this is a service we will provide) but we will advise you upon your request. However, we may contact you in the future by means of an unsolicited promotion (i.e. where you had not expressly requested it) should we wish to contact you to discuss the relative merits of an investment or service which we feel may be of interest to you.

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