Common Contracts

Investment Adviser Custodial Platform Agreement

Custodial Platform Agreement • May 26th, 2022 • California

• Contract Type
  Custodial Platform Agreement
• Filed
  May 26th, 2022
• Jurisdiction
  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.