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

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Read the investment advisory agreement thoroughly to understand the terms and conditions.

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Who needs this investment advisory agreement?

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Individuals or organizations seeking professional investment advice and management for their assets.

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Investors who want a legally binding agreement between themselves and an investment advisor to outline the services provided, fees charged, and other terms.

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Individuals or organizations who want to establish a clear understanding of the rights and responsibilities of both parties involved in the investment advisory relationship.

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Investors who want to protect their interests and have a recourse in case of any disputes or disagreements with the investment advisor.

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What is this investment advisory agreement?

This investment advisory agreement is a contract between an investment advisor and a client that outlines the terms of the advisory services being provided.

Who is required to file this investment advisory agreement?

Investment advisors are required to file this agreement with their clients.

How to fill out this investment advisory agreement?

This agreement should be filled out by both the investment advisor and the client, including details about the services to be provided, fees, and responsibilities.

What is the purpose of this investment advisory agreement?

The purpose of this agreement is to establish a clear understanding of the advisory services being provided and the terms under which they will be carried out.

What information must be reported on this investment advisory agreement?

Information such as the scope of services, fees, payment terms, conflicts of interest, and termination provisions must be included in this agreement.

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