Customer Agreement for Advisory Accounts Sample Contracts

MOIS CUSTOMER AGREEMENT FOR ADVISORY ACCOUNTS
Customer Agreement for Advisory Accounts • August 23rd, 2022 • Nebraska

This Customer Agreement ("Agreement") is entered into between and agreed to by the customer as described below ("You") and Mutual of Omaha Investor Services, Inc. ("MOIS"), located at 3300 Mutual of Omaha Plaza, Omaha, Nebraska 68175. By executing the MOIS Managed Account Services Application and Agreement or the Third-Party Money Manager Application and Agreement, you retain MOIS to provide the services described in this Agreement.

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