Investment Services Agreement Sample Contracts

AMENDMENT NUMBER 12 TO INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • October 29th, 2008 • Hartford Mutual Funds Inc/Ct

This amended Agreement is effective for a period of two years from the date hereof and shall continue in effect thereafter in accordance with the provisions of Section 9 of the Agreement.

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INVESTMENT SERVICES AGREEMENT FOR RETAIL AND
Investment Services Agreement • December 5th, 2023

This Investment Services Agreement is effective from 05 December 2023 and shall remain effective until a more recent version is released. Safecap reserves the right to amend or supplement this document at any time. This document replaces our Investment Services Agreement (Terms and Conditions of Trading) applicable prior to the date hereof. It is the legal agreement through which we provide our

Agreement for the Provision of Investment Services, Activities, and Ancillary Services to a Client
Investment Services Agreement • October 9th, 2024

IQ Option Europe Ltd with Registration No. HE327751, with its registered office at 82nd Street, No.4 4153 Kato Polemidia, 4153 Limassol, Cyprus (hereinafter referred to as the “Company”) on the one part and the Client who has registered for a trading account with the Company and deposited funds on the other part.

INVESTMENT SERVICES AGREEMENT FOR PROFESSIONAL CLIENTS AND ELIGIBLE COUNTERPARTIES
Investment Services Agreement • April 6th, 2023

When the Client is a management company, it is understood that it is acting on behalf of its funds and the provision of the Agreement (as defined below) will apply directly and independently to each fund.

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • September 24th, 2024

This Investment Services Agreement sets out the terms upon which Hong Leong Bank Berhad (Company No. 193401000023) (97141-X) (“Bank”) will provide investment services to the Customer. This Agreement will apply to all Investments (as defined herein) made and Services (as defined herein) obtained unless otherwise specified. Please read the terms and conditions contained in this Agreement carefully before proceeding to place an Investment.

Basic contract for the provision of investment services
Investment Services Agreement • December 7th, 2023

Before signing this document please read the basic information on Data Protection provided in the annex of the general conditions.

Galt & Taggart Investment Services Terms and Conditions
Investment Services Agreement • July 11th, 2024

This agreement sets forth the terms and conditions (the “Terms”) under which JSC Galt and Taggart (“Galt & Taggart”) will provide its services of maintaining your (the “Client”) Investment Account and facilitating the receipt, and transmission to the Third Party Broker, of your Orders which you place through the Investment Module for the purchase and sale of Instruments. These Terms relate only to the provision of the above- mentioned order transmission services related to your Investment Account as stipulated under these Terms. Galt & Taggart provides clients with the ability to buy and sell Instruments, including fractions of shares (i.e. fractional shares), on a non-advised basis, and transmits those orders to a Third Party Broker for clearing, execution and custody. Galt & Taggart does not offer any advice or provide you with any recommendations regarding the appropriateness of any particular Instrument or Transaction.

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • January 3rd, 2021 • Dubai
TERMS AND CONDITIONS FOR THE SERVICES OFFERED BY THE COMPANY
Investment Services Agreement • September 26th, 2023

This Agreement (hereinafter referred to as the “Client Agreement” or “Agreement”) is entered by and between Colmex Pro Ltd (hereinafter referred to as the “Company” or “Colmex Pro” or “we” or “us”) on the one part and the Client (which may be a legal entity or a natural person) who has completed the Account Opening process and Investor’s Questionnaire (as part of the Trading Account Application) and has been accepted by the Company as a Client (hereinafter referred to as the “Client” or “you”) on the other part.

AGREEMENT FOR THE PROVISION OF INVESTMENT SERVICES
Investment Services Agreement • January 18th, 2024

The present agreement sets out the conditions on which National Bank of Greece (hereinafter the “Bank” or “NBG”) agrees to provide to the Client, as set out hereinbelow, one or more Services, as set out hereinbelow, and becomes effective as of the day it is signed by the Client or the day the Services are provided to the Client and for as long as the said Services are provided. The Client enters the Agreement having fully understood the contents of the Pre-contractual Information Bulletin on the performance of investment services already provided by the Bank. The Agreement, including its Annexes, which constitute an integral part thereof, applies to any Service that may be offered by the Bank to the Client and supersedes any prior relevant written or oral agreement between the Bank and the Client. This Agreement is subject to the legislative and/or regulatory framework applicable from time to time and governing the operation of regulated markets, clearing systems and capital markets wh

AGREEMENT FOR THE PROVISION OF INVESTMENT SERVICES AND ACTIVITIES AND ANCILLARY SERVICES
Investment Services Agreement • December 3rd, 2021

This agreement is entered into today the in between Eurivex Ltd (Registration No. HE255430), with its business address at 18 Kyriacou Matsi, Victory Tower, 1st floor, Nicosia 1082 Cyprus

CUSTOMER DOCUMENT PACK: INVESTMENT SERVICES AGREEMENT FOR PROFESSIONAL CLIENTS AND ELIGIBLE COUNTERPARTIES
Investment Services Agreement • October 7th, 2022

We appreciate the opportunity of being of service to you. We aim to fulfil all your investment and trading requirements to the highest possible level and assure you of our utmost attention at all times.

AGREEMENT FOR THE PROVISION OF INVESTMENT SERVICES AND ACTIVITIES AND ANCILLARY SERVICES
Investment Services Agreement • February 28th, 2022

This agreement/distance contract, is available in the English language and is entered into today the in between Eurivex Ltd (Registration No. HE255430), with its business address at 18 Kyriacou Matsi, Victory Tower, 1st floor, Nicosia 1082 Cyprus (hereinafter called “the Company”), and Mr/Ms/Mrs/Messrs

INVESTMENT SERVICES AGREEMENT FOR RETAIL CLIENTS
Investment Services Agreement • March 6th, 2023

This agreement (the “Agreement”) is entered into in accordance with the legislative and regulatory provisions in force, in particular those laid down in the Monetary and Financial Code and the General Regulation of the AMF (Autorité des marchés financiers) (the "AMF General Regulation").

INVESTMENT SERVICES AGREEMENT - COLLECTIVE INVESTMENT SCHEMES
Investment Services Agreement • October 22nd, 2021

Together with the Investment Services Form / Cash Investment Form and/or the Collective Investment Scheme CPF / SRS Application Form (the "Form") prescribed by us from time to time, these terms and conditions (these "Terms") shall govern all your subscriptions, switching, redemptions and transfers in respect of collective investment schemes (the "Schemes" and each a "Scheme"). Before you subscribe for, switch, redeem or transfer any units or shares in Schemes, please read this Investment Services Agreement (the "Agreement") thoroughly. By subscribing for, switching, redeeming or transferring any units or shares in Schemes, you are accepting the terms and conditions of this Agreement and will be bound by them.

TERMS AND CONDITIONS (RMI)
Investment Services Agreement • July 8th, 2021 • Marshall Islands

Agreement for the Provision of Investment Services, Activities, and Ancillary services to clients (hereinafter referred to as the “Agreement”).

INVESTMENT SERVICES AGREEMENT FOR INFINEX INVESTMENTS, INC. SUBSCRIBERS (Maine- Rev. 10/03)
Investment Services Agreement • March 17th, 2005 • Bar Harbor Bankshares • State commercial banks • Connecticut

THIS AGREEMENT ("Agreement"), made and entered into as of the 6th day of January, 2004, by and between Infinex Investments, Inc. ("Infinex") and Bar Harbor Banking and Trust Company ("Subscriber")

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • May 20th, 2018

RECITAL ديهمت The Bank is licensed to provide investment services in relation to certain financial investments and other related wealth management services.The Customer wishes to open and maintain one or more Portfolio Accounts and related Bank Accounts with the Bank and to avail of the Services of the Bank from time to time.By executing this Agreement, the Customer agrees to enter into this Agreement and to be bound by its terms. ةقلعتم ةيرامثتسلاا تامدخ ميدقتل نيناوقلا بسح صخرم كنبلا.تاورثلا ةرادإب قلعتت ىرخأ لولحو ةيلام تارامثتسابظفاحملا تاباسح نم رثكأ وأ باسحب ظافتحلااو حتف يف ليمعلا بغريو يتلا تامدخلا نم ةدافتسلااو كنبلا ىدل ةلصلا تاذ ةيفرصملا تاباسحلاو.رخلآ تقو نم كنبلا اهمدقيمازتللااو ةيقافتلاا هذه ىلع ليمعلا قفاوي ، ةيقافتلاا هذه ىلع عيقوتلاب.اهطورش ةفاكب

INVESTMENT SERVICES AGREEMENT FOR PROFESSIONAL CLIENTS AND ELIGIBLE COUNTERPARTIES (Global Banking)
Investment Services Agreement • December 24th, 2020

When the Client is a management company, it is understood that it is acting on behalf of its funds and the provision of the Agreement (as defined below) will apply directly and independently to each fund.

SIA DN Operator INVESTMENT SERVICES AGREEMENT GENERAL TERMS AND CONDITIONS
Investment Services Agreement • December 15th, 2021
INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • January 13th, 2022

This Investment Services Agreement (hereinafter the "Agreement") sets out the terms and conditions under which "National Securities Single Member S.A." (Hereinafter "the Company ") agrees to provide the Services as defined in term 2 of the Agreement, to the person whose details are listed below. This Agreement is legally binding and applies as of its signing by the Client or from the time the Services are provided, and as long as such Services are provided. The terms of the Agreement, including its Annexes, which constitute an integral part thereof, shall prevail over any prior written or oral agreement between the Company and the Client. The terms of this Agreement are agreed without prejudice to (a) the laws and/or regulations governing the operation of stock exchanges, clearing systems and capital markets where the Client's transactions are concluded within the framework of the provision of the Services; and (b) the provisions of other agreements, or agreements supplementary to this

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INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • November 10th, 2017 • Michigan

Commodity Specialists Company Holdings, Inc. (“Employer”) appointed us to be a fiduciary adviser and investment manager with regard to the Commodity Specialists Company Retirement Savings Program (“Plan”). This means that you can hire us to provide you with investment advice regarding your Account in the Plan (“your Account”), or can hire us to invest your Account. You are not required to hire us. You could hire someone else, or invest your Account without hiring anyone to help you.

Investment Services Agreement
Investment Services Agreement • October 13th, 2017

Alight Financial Advisors, LLC (“we”, “our” or “us”) agrees to provide investment advisory services to you as set forth in this Agreement. You agree to the terms of this Agreement, which includes our Disclosure Statement (Part 2A of the ADV) as well as the Financial Engines Terms of Service.

TERMS AND CONDITIONS RELATING TO INVESTMENT SERVICES
Investment Services Agreement • January 19th, 2018
Monzo Investments terms and conditions
Investment Services Agreement • April 2nd, 2024

These terms and conditions are between you and Monzo Bank Limited (Monzo/us/we) for Monzo’s investment services. You agree to them by asking us to open an Investment Account and using our investment services. A copy of this agreement will always be available in the Monzo app.

AGREEMENT ON THE PROVISION OF INVESTMENT SERVICES
Investment Services Agreement • November 22nd, 2018

Bank Name: PPF banka a.s. Registered Office: Evropská 2690/17, 160 41 Praha 6 Identification No.: 47116129 Company Register: Companies Register of the Municipal Court in Prague, file number B 1834

INVESTMENT SERVICES AGREEMENT ENTERED INTO BY AND BETWEEN THE FOLLOWING PARTIES:
Investment Services Agreement • January 9th, 2024

registered in the commercial register maintained by the Metropolitan Court in Prague, section C, file 287209, represented by Jan Hlavsa, member of the Board of Directors, or Eva Hlavsová, member of the Board of Directors.

TERMS OF BUSINESS
Investment Services Agreement • November 10th, 2020 • England and Wales

This Agreement sets out the terms and conditions on which Instinet will provide the Investment Services (as defined herein) to the Client, in addition to any documentation relating to Transaction(s) or service(s) between the Client and Instinet. This Agreement shall take effect on such date notified by Instinet following receipt of these terms and conditions by the Client (the “Effectiv e Date”). Any capitalised terms shall have the meaning set out in Schedule A unless expressly stated to the contrary.

INVESTMENT SERVICES AGREEMENT/
Investment Services Agreement • April 15th, 2014

BROKERCREDITSERVICE (CYPRUS) LIMITED, hereinafter referred to as “BCS”, a company registered under the laws of the Republic of Cyprus, registration No. HE 154856 and auhtorized by the CySEC for the provision of investment and ancillary services and performance of investment activities, authorization No. 048/04 dated November 20, 2007, on the one side, and (Full Name and passport details), hereinafter referred to as the “Client”, on the other side, hereinafter jointly referred to as the “Parties” have entered into the present Investment Services Agreement (hereinafter – the Agreement) on the following: БРОКЕРКРЕДИТСЕРВИС (КИПР) ЛИМИТЕД, в дальнейшемименуемая «БКС», компания, зарегистрированная в соответствии с законодательством Республики Кипр, регистрационный номер HE 154856, имеющая лицензию Кипрской Комиссии по Ценным Бумагам и Биржам на оказание инвестиционных и вспомогательных услуг и осуществление инвестиционной деятельности №048/04 от 20 ноября 2007 г., с одной стороны, и (ФИО, г

AGREEMENT Between
Investment Services Agreement • September 1st, 1998 • Variable Annuity Life Insurance Co Separate Account A • Maryland
AGREEMENT
Investment Services Agreement • January 23rd, 2018

Agreement on investment services (hereinafter referred as "Agreement") has been concluded between "PSG Capital Investment Company" CJSC, acting in accordance with the licensee dated on August 01, 2016, issued by Chamber of Control of Financial Markets of Azerbaijan Republic, on to carry out activities of Investment company and Charter, and represented by, acting as the director, Shahin Fakhraddin Rajabov, hereinafter referred as "Company", on the one hand, the individual indicated in Customer form or the legal entity, acting in accordance with the charter and represented by, acting the authorized person in Customer form, hereinafter each separately referred as "Customer" and collectively referred as “Parties” as follows.

Contract
Investment Services Agreement • March 30th, 2021
INVESTMENT SERVICES AGREEMENT - SECURITIES
Investment Services Agreement • June 26th, 2014

I/We, the undersigned (the “Customer”) wish to enter into such number of transactions for the Securities as I/we may from time to time instruct.

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