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EXHIBIT A: PROPOSED FORM OF AGREEMENT INVESTMENT CONSULTING AGREEMENT This Agreement is made and entered into as of by and between (“Consultant “), and Municipal Employees and Officers Annuity
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How to fill out investment consulting agreement
How to fill out investment consulting agreement
01
To fill out an investment consulting agreement, follow these steps:
02
Begin by including the date at the top of the agreement.
03
Provide the names and contact information of both parties involved in the agreement (the investor and the consultant).
04
Clearly state the purpose and scope of the agreement, outlining the specific consulting services to be provided.
05
Include details about the compensation structure, payment terms, and any expenses that will be reimbursed.
06
Specify the duration of the agreement, including any renewal or termination clauses.
07
Include provisions related to confidentiality and non-disclosure to protect sensitive information.
08
Address any potential conflicts of interest and provide guidelines for handling them.
09
Describe the rights and responsibilities of each party involved, including any reporting or review requirements.
10
Include provisions for indemnification and limitation of liability.
11
Finally, have both parties review and sign the agreement to make it legally binding.
Who needs investment consulting agreement?
01
An investment consulting agreement is needed by individuals or businesses seeking professional guidance and advice regarding their investment activities.
02
This agreement is typically used by investors who want to hire a consultant or financial advisor to help them make informed decisions, manage their portfolios, and maximize their returns.
03
Both parties involved in the agreement benefit from the clarity and protection it provides, ensuring that the services rendered are properly defined and the expectations are agreed upon.
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What is investment consulting agreement?
An investment consulting agreement is a contract between a client and an investment consultant outlining the services to be provided, fees, duties, and responsibilities.
Who is required to file investment consulting agreement?
Investment consultants and clients who are entering into a consulting agreement are required to file the agreement.
How to fill out investment consulting agreement?
The investment consulting agreement should be filled out by both parties involved, ensuring all pertinent information is accurately recorded and understood.
What is the purpose of investment consulting agreement?
The purpose of an investment consulting agreement is to establish clear expectations and guidelines for the relationship between the client and the consultant.
What information must be reported on investment consulting agreement?
The agreement should include details about the scope of services, fees, responsibilities, termination clauses, and any potential conflicts of interest.
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