Common Contracts
1 similar Investment Management Client Agreement contracts
Raymond James Research Portfolios Investment Management Client AgreementInvestment Management Client Agreement • November 20th, 2024 • Florida
The undersigned party (“Client(s)”) hereby retains Raymond James & Associates, Inc., ("RJA"), a registered broker/dealer and investment adviser, to establish an account(s) in the Raymond James Research Portfolios Program (the “Program”) and to provide investment advisory, brokerage and other services in accordance with the terms and conditions set forth in this agreement (“Program Agreement”). RJA acts as custodian or sub-custodian, as applicable, for funds and securities deposited in Client’s Account(s). For Individual Retirement Custodial Accounts (IRA Accounts), Raymond James Trust Company of New Hampshire is custodian (RJ Trust Co NH – Custodian) and IRA accounts are sub-custodied by RJA. Client acknowledges that the services provided under this Program Agreement may be provided by a financial advisor, as designated by Client, that may be registered as a securities agent of Raymond James Financial Services, Inc. (“RJFS”), an investment adviser representative of Raymond James Financ
