Advisor Service Agreement Sample Contracts
Advisor Service Agreement for Advisors operating under the S.T.E.P Code of Professional Conduct and Countrywide Tax & Trust Corporation Ltd’s Professional Indemnity Insurance.Advisor Service Agreement • September 1st, 2014 • England and Wales
The Advisor acts as an Introducer to “the Company” of clients who require Wills and/or Trusts and/or associated documents. The Advisor shall attend on clients in an information gathering capacity and can use “the Company’s” software to record information gathered from the client. The client will be a client of “the Company” solely for the purposes of the products and services supplied by “the Company” and the relationship between “the Company” and the Advisor is governed by this Agreement.
Standard Contracts
Advisor Service Agreement for Advisors trading with CWT&T as Execution Only.Advisor Service Agreement • September 1st, 2014 • England and Wales
This agreement sets out the relationship between “the Company” and “The Advisor / Introducer” in the preparation of Wills, Trusts and associated documents that “The Advisor / Introducer” instructs “the Company” to prepare on “The Advisor / Introducer’s” behalf. It outlines the services “the Company” shall provide and your obligations under the agreement.
Advisor Service Agreement for Advisors operating under the S.T.E.P Code of Professional Conduct and Outsourcing Professional Indemnity Insurance using CWT&T Products & ServicesAdvisor Service Agreement • September 1st, 2014 • England and Wales
The Advisor acts as an Introducer to “the Company” of clients who require Wills and/or Trusts and/or associated documents. The Advisor will attend on clients in an information gathering capacity and can use “the Company’s” software to record information gathered from the client. The client will be a client of “the Company” solely for the purposes of the products and services supplied by “the Company” and the relationship between “the Company” and the Advisor is governed by this Agreement.
Advisor Service AgreementAdvisor Service Agreement • April 5th, 2018
This Advisor Service Agreement (this “Agreement”) is between the WealthBar Financial Services Inc. (the “Company”) and you the external financial advisor (the “Advisor”).
