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Investment service agreement1 (6)2.1.2017 Customer Impersonal identity number/Business Identity Longstreet addressPostal code and cityEmail addressPhone number, homeCustomer identity numberPhone number,
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How to fill out investment service agreement

01
Begin by reading the investment service agreement form thoroughly to understand the terms and conditions.
02
Fill in your personal information accurately, including your full name, address, and contact details.
03
Specify the type of investment service you require and provide any additional details as necessary.
04
If applicable, indicate the duration of the agreement and any specific investment goals or objectives.
05
Review the terms regarding fees, charges, and commissions associated with the investment service.
06
If you have any questions or concerns, reach out to the investment service provider for clarification.
07
Once you are satisfied with the information provided, sign and date the investment service agreement form.
08
Make a copy of the agreement for your records and submit the original to the investment service provider.

Who needs investment service agreement?

01
Individuals who want to invest their funds.
02
Companies or organizations looking to engage in investment activities.
03
Anyone seeking professional assistance or advice for managing their investments.
04
Investment firms or financial institutions offering investment services to clients.
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An investment service agreement is a contract between an investor and a financial services firm that outlines the terms and conditions of the services provided.
Investors who are seeking financial services from a firm are required to file an investment service agreement.
To fill out an investment service agreement, investors must provide their personal information, investment goals, risk tolerance, and any other relevant details.
The purpose of an investment service agreement is to establish a clear understanding of the services being provided, the responsibilities of both parties, and the terms of the agreement.
Information such as personal details, investment objectives, risk tolerance, investment strategies, and any other relevant information must be reported on an investment service agreement.
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