Client Investment Advisory AgreementClient Investment Advisory Agreement • January 6th, 2024
This Client Investment Advisory Agreement (“Agreement”) sets forth the terms upon which the undersigned [name of person or organization] (“Client”) engages Can Serve Free LLC (“Adviser”) for investment advisory services. The Client should review all details contained in this Agreement prior to signing. Upon initialing each page (first and second initials, if joint account) of this Agreement and signing (first and second signatures, if joint account) in the Entire Agreement section of this Agreement, Client has established a business relationship and hereby agrees to engage Adviser on the terms and conditions contained in this Agreement which is non-transferable and may not be assigned without Client’s written approval.
Client Investment Advisory AgreementClient Investment Advisory Agreement • November 29th, 2023
This Client Investment Advisory Agreement (“Agreement”) sets forth the terms upon which the undersigned [name of person or organization] (“Client”) engages Can Serve Free LLC (“Adviser”) for investment advisory services. The Client should review all details contained in this Agreement prior to signing. Upon initialing each page (first and second initials, if joint account) of this Agreement and signing (first and second signatures, if joint account) in the Entire Agreement section of this Agreement, Client has established a business relationship and hereby agrees to engage Adviser on the terms and conditions contained in this Agreement which is non-transferable and may not be assigned without Client’s written approval.
