Broker-Dealer AgreementBroker-Dealer Agreement • April 7th, 2022 • CWS Investments Inc
This agreement (together with exhibits and schedules, the “Agreement”) is entered into by and between CWS Investments Inc. (“Client”), a Virginia Corporation, and Dalmore Group, LLC., a New York Limited Liability Company (“Dalmore”). Client and Dalmore agree to be bound by the terms of this Agreement, effective as of February 23, 2022 (the “Effective Date”):
ContractSoftware and Services License Agreement • April 7th, 2022 • CWS Investments Inc • Delaware
This Software and Services License Agreement (including the Schedules, the Privacy Policy and the Terms of Use, any addendums and any applicable company policies referenced therein, as in effect from time to time, collectively and in their entirety, this “Agreement”), is made and effective as of the date set forth on the signature page below (the “Effective Date”), contains the terms and conditions upon which North Capital Investment Technology, Inc. (“NCIT”) grants to the undersigned as licensee (“Licensee”) a license to use certain software, computer programs, business processes, integrated services and documentation more particularly described on Schedule A.
LOAN SERVICING AGREEMENTLoan Servicing Agreement • April 7th, 2022 • CWS Investments Inc • Virginia
This LOAN SERVICING AGREEMENT (the “Agreement”) dated effective as of March 27, 2022 (the “Effective Date”) is made and entered into by and between CWS Investments Inc. (“Client”) and BIFI LOAN SERVICING LLC, a Virginia limited liability company (the “Servicer”).
