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DRAFTINVESTMENT ADVISORY AGREEMENT NONDISCRETIONARYThis Agreement is by and Between and the Board of County Commissioners of Garfield County, Colorado (the Client). The parties agree as follows:1.
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Start by reviewing the investment advisor agreement draft to familiarize yourself with its contents.
02
Ensure that all the necessary sections are filled out correctly, including the names and contact information of both the investment advisor and the client.
03
Pay close attention to any terms and conditions outlined in the agreement and make sure they are accurately reflected in the draft.
04
Consult with legal counsel or a knowledgeable advisor if you have any questions or need clarification on certain provisions.
05
Make sure to include any necessary disclosures and disclaimers as required by relevant laws and regulations.
06
Review the draft again for completeness and accuracy before finalizing it.
07
Once you are satisfied with the draft, sign and date the agreement along with the client, ensuring that both parties receive a copy for their records.

Who needs investment advisor agreement draft?

01
Anyone who is seeking to engage the services of an investment advisor or provide investment advisory services themselves may need an investment advisor agreement draft. This includes individuals, corporations, partnerships, or other entities who wish to formalize their relationship with an investment advisor or comply with regulatory requirements in the financial industry.
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An investment advisor agreement draft is a document outlining the terms and conditions between an investment advisor and a client.
Investment advisors are required to file the agreement draft with the appropriate regulatory bodies.
The agreement draft should be filled out with accurate and detailed information regarding the relationship between the advisor and client.
The purpose of the agreement draft is to establish the terms of the relationship between the investment advisor and client, including services provided and fees charged.
The agreement draft should include details such as the advisor's responsibilities, compensation, termination clauses, and disclosures about potential conflicts of interest.
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