Get the free CIM--Form of Confluence Investment Advisory Agreement (Adviser Based) (May 2018)

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INVESTMENT ADVISORY AGREEMENT This Investment Advisory Agreement (Agreement) is entered into by and between CONFLUENCE INVESTMENT MANAGEMENT LLC, a Delaware limited liability company (Adviser), and

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How to fill out cim--form of confluence investment

01

To fill out the CIM form of Confluence Investment, follow these steps:

02

Start by providing your personal information such as your name, address, and contact details.

03

Proceed to enter your employment details including your job title, company name, and work address.

04

Enter your financial information such as your income, assets, and liabilities.

05

Provide information about your investment objectives and risk tolerance.

06

Answer questions related to your investment experience and knowledge.

07

Review the filled information for accuracy and completeness.

08

Sign and date the form where required.

09

Submit the completed CIM form to Confluence Investment for further processing.

Who needs cim--form of confluence investment?

01

Anyone who wishes to invest with Confluence Investment needs to fill out the CIM form.

02

It is necessary for individuals or entities who want to become clients of Confluence Investment or access their investment services.

03

The CIM form helps Confluence Investment gather essential information about the investor to assess their suitability for investment opportunities.

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