Common Contracts

Terms and Conditions SMA and UMA Client Services Agreement

Client Services Agreement • March 25th, 2019 • New York

• Contract Type
  Client Services Agreement
• Filed
  March 25th, 2019
• Jurisdiction
  New York

This Agreement (“Agreement”) is entered into by and between, Royal Alliance Associates, Inc. (“Royal Alliance” or “Advisor”), a registered investment advisor and securities broker-dealer, VISION2020 Wealth Management Corp. (“Manager”), a registered investment advisor, and the client (“Client”). The Investment Advisor Representative (“Investment Advisory Representative”) is a representative of Advisor and acts on behalf of Advisor.