INVESTMENT MANAGEMENT WRAP PROGRAM AGREEMENTInvestment Management Wrap Program Agreement • July 15th, 2022 • Illinois
THIS INVESTMENT MANAGEMENT WRAP PROGRAM AGREEMENT (the “Agreement”), is entered by you (the “Client”) and Insight Securities, Inc (“Insight”), a registered investment adviser under the Investment Sponsors Act of 1940, as amended (the "Advisers Act”) and a broker/dealer registered with the Securities and Exchange Commission, various state jurisdictions and a member of the Financial Industry Regulatory Authority (“FINRA”). This Agreement will be for the purpose of establishing an investment account(s) (referred to collectively as the "Account(s)" and or “Client Account(s)”, and designated in Exhibit A in the Insight Securities Inc. Investment Management Wrap Program (the "Program"), an investment advisory account management program, sponsored by INSIGHT.
BOLTON GLOBAL ASSET MANAGEMENT INVESTMENT MANAGEMENT WRAP PROGRAM AGREEMENTInvestment Management Wrap Program Agreement • January 6th, 2021 • Illinois
THIS INVESTMENT MANAGEMENT WRAP PROGRAM AGREEMENT (the “Agreement”), is entered by you (the “Client”) and Bolton Global Asset Management (“BGAM”), a registered investment adviser under the Investment Sponsors Act of 1940, as amended (the "Advisers Act”) and a broker/dealer registered with the Securities and Exchange Commission, various state jurisdictions and a member of the Financial Industry Regulatory Authority (“FINRA”). This Agreement will be for the purpose of establishing an investment account(s) referred to collectively as the "Account(s)" and or “Client Account(s)”, and designated in Exhibit A in the BGAM Investment Management Wrap Program (the "Program"), an investment advisory account management program, sponsored by BGAM.
