Common Contracts
1 similar Financial Management Agreement contracts
ContractFinancial Management Agreement • January 31st, 2022
DESCRIPTION OF SERVICES. Beginning on , Advisor will provide the following services (collectively, the "Services"): The investment company will plan and arrange the financial affairs, such as savings, retirement provisions, tax treatment and wills of Client. b. Advisor will understand the Clients's financial situation well before advising the Client on making investments. Advisor will use stock, bonds, mutual funds, real estate investment trusts options, futures, notes, and insurance products to meet the needs of the Client.
