Common Contracts

3 similar Discretionary Investment Advisory Agreement contracts

Discretionary Investment Advisory Agreement
Discretionary Investment Advisory Agreement • December 12th, 2022 • Oklahoma

WHEREAS, Advisor provides investment advisory services and Client wishes to retain Advisor to act as his/her investment advisor with the terms and conditions set forth in this Agreement. Unless otherwise stipulated by the Client or Advisor in writing, any subsequently opened Account(s) shall be governed by this Agreement. The authority granted by you to our firm herein shall continue in force until revoked by you in writing. Such revocation shall be effective upon receipt by us.

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Discretionary Investment Advisory Agreement
Discretionary Investment Advisory Agreement • January 31st, 2022

WHEREAS, Advisor provides investment advisory services and Client wishes to retain Advisor to act as his/her investment advisor with the terms and conditions set forth in this Agreement. Unless otherwise stipulated by the Client or Advisor in writing, any subsequently opened Account(s) shall be governed by this Agreement. The authority granted by you to our firm herein shall continue in force until revoked by you in writing. Such revocation shall be effective upon receipt by us.

Discretionary Investment Advisory Agreement
Discretionary Investment Advisory Agreement • July 25th, 2018 • Oklahoma

WHEREAS, Advisor provides investment advisory services and Client wishes to retain Advisor to act as his/her investment advisor with the terms and conditions set forth in this Agreement. Unless otherwise stipulated by the Client or Advisor in writing, any subsequently opened Account(s) shall be governed by this Agreement. The authority granted by you to our firm herein shall continue in force until revoked by you in writing. Such revocation shall be effective upon receipt by us.

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