Common Contracts
1 similar Investment Adviser Custodial Platform Agreement contracts
Investment Adviser Custodial Platform AgreementInvestment Adviser Custodial Platform Agreement • May 26th, 2022 • California
This Investment Adviser Custodial Platform Agreement (together with any Appendices and Supplements, whether appended hereto, entered into contemporaneously or at a future date and incorporated herein by reference, the “Agreement”) provides the terms and conditions pursuant to which Altruist Financial LLC (“Altruist”) will provide certain products and services to registered investment advisers that provide investment advisory services.
