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Online Plan # Financial Planning Fee Agreement MetLife Securities, Inc. 1095 Avenue of the Americas New York, NY 10036 1. CLIENT INFORMATION: DOB: mm/dd/by SSN or Tax Payer ID: — DOB: Client Name:*

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What is financial planning fee agreement?

A financial planning fee agreement is a legally binding contract between a financial planner and a client that outlines the terms and conditions of the financial planning services to be provided and the associated fees.

Who is required to file financial planning fee agreement?

Both the financial planner and the client are required to file the financial planning fee agreement. It is important for both parties to have a copy of the agreement for reference and documentation purposes.

How to fill out financial planning fee agreement?

To fill out a financial planning fee agreement, both the financial planner and the client need to provide their personal and contact information, specify the scope of services, outline the fees and payment terms, include any additional terms and conditions, and sign the agreement.

What is the purpose of financial planning fee agreement?

The purpose of a financial planning fee agreement is to establish a clear understanding between the financial planner and the client regarding the services to be provided, the associated costs, and the responsibilities of each party. It helps ensure transparency, protect the rights of both parties, and minimize potential conflicts.

What information must be reported on financial planning fee agreement?

A financial planning fee agreement typically includes the names and contact information of both the financial planner and the client, the services to be provided, the fees and payment terms, any additional terms and conditions, and the signatures of both parties.

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