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SUMMERS FINANCIAL MANAGEMENT 144 S. 14th Street PO Box 1552 Saint Helen's, Oregon 97051 ×503× 3971545 www.sommersfinancial.com Investment Advisory (Management) Agreement Addendum This addendum represents
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How to fill out tiered iaa addendum?
01
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Begin filling out the addendum by providing your name, contact information, and any other personal details requested in the designated sections.
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Fill out the financial details section of the addendum, including any payments, fees, or incentives that are part of the agreement.
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Sign and date the tiered iaa addendum as required. Make sure to follow any specific instructions regarding signatures and witness requirements.
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Who needs tiered iaa addendum?
01
Businesses or organizations entering into an Indefinite Delivery/Indefinite Quantity (IAA) agreement may require a tiered iaa addendum. This addendum is typically used to establish a tiered pricing structure or to modify the terms and conditions of the original agreement.
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Government agencies or contractors involved in procurement activities may utilize tiered iaa addendums to establish pricing tiers based on quantity or other factors.
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Companies or individuals providing goods or services under a long-term contract or multiple orders may use the tiered iaa addendum to outline pricing and quantity adjustments.
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