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ACCOUNT PACKETOPTIMUM MARKET PORTFOLIOS (OMP) ACCOUNT AGREEMENT This Account Agreement (Agreement) is entered into by and among LPL Financial LLC (LPL), a registered investment advisor and broker/dealer,

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How to fill out this client agreement agreement

01

Start by downloading the client agreement form from our website.

02

Read the agreement thoroughly and understand its terms and conditions.

03

Fill in the required information such as your name, address, and contact details.

04

Review the sections related to services, fees, and payment terms.

05

If there are any specific clauses or additional terms to be included, make sure to add them correctly.

06

Sign and date the agreement to indicate your acceptance of the terms.

07

Keep a copy of the filled-out agreement for your records.

Who needs this client agreement agreement?

01

Anyone who wants to enter into a professional-client relationship would need this client agreement form.

02

It is typically used by businesses, consultants, freelancers, or professionals offering services to clients.

03

Having a client agreement ensures that both parties are aware of their rights, obligations, and expectations.

04

It helps to protect the interests of both the service provider and the client.

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What is this client agreement agreement?

This client agreement agreement is a legal document outlining the terms and conditions between a client and a service provider.

Who is required to file this client agreement agreement?

The client and the service provider are required to file this client agreement agreement.

How to fill out this client agreement agreement?

This client agreement agreement should be filled out with relevant information about the services provided, payment terms, and responsibilities of both parties.

What is the purpose of this client agreement agreement?

The purpose of this client agreement agreement is to establish a clear understanding between the client and the service provider regarding the services being provided.

What information must be reported on this client agreement agreement?

The client agreement agreement must include details about the services provided, payment terms, duration of the agreement, and obligations of both parties.

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