FMS MARKETSManaged Accounts Agreement • October 4th, 2022
LETTER OF AGREEMENTManaged Accounts Agreement • January 5th, 2010
Subject to the terms and conditions of this Agreement, I have given discretionary management to Castle Investment Advisors, LLC (CIA), my agent with authority to act in my name and/or in my behalf with respect to placing securities and investments transactions for my account. You are given full discretion in the purchase, sale and trade of securities for my account, as well as doing all other things necessary or incidental to the furtherance or conduct of such purchases, sales and trades. I understand that CIA will not take any action or render any advice with respect to the voting of proxies concerning any securities in the account
Managed Accounts AgreementManaged Accounts Agreement • December 19th, 2013
Please read the accompanying important instructions before completing this Application. Trade-PMR, Inc. is not affiliated with your advisor or any Manager. Trade-PMR, Inc. will act only as broker-dealer effecting transactions as instructed by your Advisor and/or Manager(s) and First Clearing, LLC will act as custodian for your accounts. Trade-PMR, Inc. will charge fees for its services separate from fees charged by your Advisor. The Manager(s) will charge fees separate from your Advisor.
