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Fidelity InvestmentsRegistered Investment Advisor Authorization Form This Authorization Form may be used to do the following: For Plan Participants: 1. Authorize Fidelity Investments (Fidelity) to

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What is registered investment advisor agreement?

A registered investment advisor agreement is a contract between an investor and an investment advisor that outlines the terms and conditions of the advisory services being provided.

Who is required to file registered investment advisor agreement?

Registered investment advisors are required to file their advisor agreements with the appropriate regulatory authorities.

How to fill out registered investment advisor agreement?

To fill out a registered investment advisor agreement, both parties must review and sign the agreement, making sure all terms are clearly understood and agreed upon.

What is the purpose of registered investment advisor agreement?

The purpose of a registered investment advisor agreement is to establish the responsibilities and expectations of both the investor and the advisor, ensuring transparency and accountability.

What information must be reported on registered investment advisor agreement?

The registered investment advisor agreement must include information such as the advisor's fees, investment objectives, and any potential conflicts of interest.

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