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MIAMI AGENCYNONDISCRETIONARY INVESTMENT SERVICES AGREEMENT Information Must be Entered in Section 12 Designated Bank Account at the Banco do Brasil, Miami Agency:Title: 1. Account Number: Agreement
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Step 1: Carefully read through the nondiscretionary investment services agreement.
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Step 2: Fill in your personal information including your name, address, and contact details.
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Step 3: Provide information about your investment goals and objectives.
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Step 4: Specify the investment strategies or restrictions you want to apply.
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Step 6: Sign and date the agreement.
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Step 7: Keep a copy of the filled-out agreement for your records.
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Individual investors who want to engage the services of an investment advisor but prefer to have control over their investment decisions.
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