Revolut Wealth Inc. - Client Advisory AgreementClient Advisory Agreement • October 24th, 2024 • Delaware
This Advisory Agreement (“Agreement”) describes the understanding between you (“Client” or “you”) and Revolut Wealth Inc. (“Revolut Wealth”) regarding advisory and investment management services we will provide you. Revolut Wealth shall provide Client with discretionary portfolio management services, which may include the strategic organization, structure and management of assets, and the coordination and selection of other professionals. If you have any questions about the Agreement, you should discuss it with us before executing.
Client Advisory AgreementClient Advisory Agreement • December 5th, 2024 • Delaware
This Advisory Agreement (“Agreement”) describes the understanding between you (“Client” or “you”) and Revolut Wealth Inc. (“Revolut Wealth”) regarding advisory and investment management services we will provide you. Revolut Wealth shall provide Client with discretionary portfolio management services, which may include the strategic organization, structure and management of assets, and the coordination and selection of other professionals. If you have any questions about the Agreement, you should discuss it with us before executing.
CLIENT ADVISORY AGREEMENTClient Advisory Agreement • May 14th, 2022
This Client Advisory Agreement (this “Agreement” or “Advisory Agreement”) sets out the terms and conditions under which Domain Money Advisors, LLC (“Domain Money”, “Adviser”, “we”, or “us”), an investment adviser registered with the Securities and Exchange Commission (“SEC”), will provide ongoing discretionary advisory services (“Services”) utilizing Domain Strategies (hereafter defined) with respect to the assets in one or more of your account(s) as established below (each, an “Account”). This Agreement will become effective, and you will become our client (“Client”, “you”, “your” or similar terms), on the date you electronically sign it but advisory services will not commence until you are fully onboarded, including that you have selected a Domain Strategy and your initial Account is established, funded and ready to receive trading instructions from us. The Services are available only to citizens and residents of the United States and its territories.
Client Advisory AgreementClient Advisory Agreement • June 27th, 2021 • Indiana
THIS AGREEMENT between Wayfinder Financial LLC ("Adviser" or “WF”) and the Client, is in effect from the time Adviser receives and accepts a copy of this Agreement executed by the Client. By signing this Agreement, the Client acknowledges engaging the Adviser to provide Financial Planning and Investment Advisory services to the client.
Client Advisory AgreementClient Advisory Agreement • March 10th, 2024
Agreement, made on , between (hereinafter referred to as the “Client”), and Goodwin Investment Advisory, LLC (“GIA” or “Adviser”), a registered investment adviser.
Humankind Client Advisory Agreement Humankind Portfolios Wrap Fee ProgramClient Advisory Agreement • September 16th, 2024 • New York
This Client Agreement (“Agreement”) sets forth the understanding between you (“Client” or “you” or “your”) and Humankind Investments LLC (“Humankind” or “we” or “us” or “our”) regarding the software-based automated investment advisory and portfolio management services we will provide you through the Humankind Portfolios Wrap Fee Program (“Humankind Portfolios” or the “Program”).
