Non-Discretionary Investment Management Agreement Sample Contracts

NON-DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Non-Discretionary Investment Management Agreement • April 26th, 2022

, whose mailing address is (“Client” or “you” or “your”) and PRIVATE CLIENT SERVICES, LLC, a Kentucky limited liability company and SEC Registered Investment Adviser, whose mailing address is 2225 Lexington Road, Louisville, KY, 40206 (“PCS” or “Advisor” or “us” or “we”) based on the terms and conditions set forth below.

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Non-Discretionary Investment Management Agreement
Non-Discretionary Investment Management Agreement • November 11th, 2021

I/We request Bank Muscat SAOG (“BM” and “Bank Muscat”) to open an Investment Services Account in my/ our name in accordance with the terms and conditions set out in this Investment Services Account Opening Form (the “Form”) and in accordance with the terms and conditions specified in the Bank Muscat Non-Discretionary Investment Management Agreement dated

NON-DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Non-Discretionary Investment Management Agreement • August 14th, 2023 • Georgia

This Non-discretionary Investment Management Agreement (“Agreement”) is entered into as of (“Effective Date”) by and between (“Client”) whose mailing address is and email address is and Regent Peak Wealth Advisors, LLC, a registered investment adviser, whose mailing address is 200 Galleria Parkway, SE Suite 1175, Atlanta, GA 30339 (“Adviser”). Client and Adviser are collectively referred to herein as the “parties”.:

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