Investment Advice Agreement Sample Contracts

GENERAL CONDITIONS
Investment Advice Agreement • March 18th, 2022
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Investment Advice Agreement
Investment Advice Agreement • September 13th, 2023

Agreement This Investment Advice Agreement (“Agreement”) is made by the person (the “Client,” “you” or “yours”) that has opted into this Agreement on the Sound Advice Mobile Application that you have downloaded (the “App”), and Sound Advice Financial, Inc. (“Sound Advice™,” “we” or “us”). This Agreement is effective as of the date we accept it through the App and supplements the Terms and Conditions you have accepted on the App. In consideration of the mutual covenants and agreements herein and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the Client and Sound Advice™ agree as follows:

Agreement concerning investment advice between
Investment Advice Agreement • June 27th, 2016
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