Folio Management Services Agreement Sample Contracts

IQT SELECT BLUE-CHIP FOLIO MANAGEMENT SERVICES AGREEMENT
Folio Management Services Agreement • March 23rd, 2015 • California

THIS AGREEMENT is made this day of , 20 by and between I.Q. Trends Private Client Asset Management (the “Advisor”), a California corporation, whose principal place of business is located at 2888 Loker Avenue East, Suite 116, Carlsbad, CA 92010, and the client whose name and address are listed below (the “Client”).

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