Client Referral Agreement Sample Contracts

Client Referral Agreement
Client Referral Agreement • January 12th, 2023

Option 1: If this option is selected, Focus shall not work with the Client to purchase or sell any real estate under any circumstances. If the Client approaches Focus to assist with any real estate transactions Focus will refer them back to the Referring Agent and let them know we are contractually unable to assist them.

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CLIENT REFERRAL AGREEMENT
Client Referral Agreement • May 14th, 2010

This CLIENT REFERRAL AGREEMENT ("Agreement") is made by, and between, JBH Processing and Paul Jones("REFERRER"), effective as of

Rcvd: By:
Client Referral Agreement • December 6th, 2016

WHEREAS, the undersigned Client, being duly authorized, has consulted with IA Representative regarding the management of Client’s investments and the referral to and selection and supervision of one or more third-party portfolio managers; and

Client Referral Agreement
Client Referral Agreement • December 20th, 2021 • Prestige Wealth Inc. • Finance services • Hong Kong

This contract is entered into by and between Blue Ocean Wealth Management (Hong Kong) Ltd. (hereinafter referred to as Party A) and Prestige Private Wealth Management Limited (hereinafter referred to as Party B)

CLIENT REFERRAL AGREEMENT Date of Referral:
Client Referral Agreement • June 19th, 2013

To Receiving Office: Sutton Group Canwest Vista Address: #242 755 Lake Bonavista Drive Southeast Calgary Province: Alberta Postal Code: T2J 0N3 Telephone: 403-278-9208 Fax: 403-278-9020 E-mail: rvermunt@telus.net ATTENTION: BRANCH MANAGERAssigned Agent: ROD VERMUNT

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