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DISCRETIONARY INVESTMENT ADVISORY AGREEMENT This Investment Advisory Agreement (the Agreement) is made and entered into by and between ___, (\” Client\”) and Christian Investment Advisors, Inc.
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How to fill out wwwsecgovinlandamericaninvestmentadviinvestment advisory agreement for
01
Download the investment advisory agreement form from the www.sec.gov website.
02
Read the agreement carefully to understand the terms and conditions.
03
Fill in the personal information section, including your name, address, and contact details.
04
Provide details of the investment advisor, including their name, address, and registration number.
05
Specify the services to be provided by the investment advisor and the fee structure.
06
Include any additional terms or conditions that both parties agree upon.
07
Sign and date the agreement.
08
Keep a copy of the signed agreement for your records.
Who needs wwwsecgovinlandamericaninvestmentadviinvestment advisory agreement for?
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Anyone seeking investment advisory services from www.sec.gov/inlandamericaninvestmentadvi should fill out the investment advisory agreement. This includes individuals, corporations, and other entities looking for professional financial guidance and management of their investments.
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What is www.sec.gov/ia/inland-american-investment-advi/investment-advisory-agreement for?
www.sec.gov/ia/inland-american-investment-advi/investment-advisory-agreement is for outlining the terms and conditions of the investment advisory services provided by a firm to its clients.
Who is required to file www.sec.gov/ia/inland-american-investment-advi/investment-advisory-agreement for?
Investment advisory firms are required to file www.sec.gov/ia/inland-american-investment-advi/investment-advisory-agreement.
How to fill out www.sec.gov/ia/inland-american-investment-advi/investment-advisory-agreement for?
To fill out www.sec.gov/ia/inland-american-investment-advi/investment-advisory-agreement, the firm needs to detail the services offered, fees charged, responsibilities of both parties, and any other relevant information.
What is the purpose of www.sec.gov/ia/inland-american-investment-advi/investment-advisory-agreement for?
The purpose of www.sec.gov/ia/inland-american-investment-advi/investment-advisory-agreement is to establish a clear understanding between the investment advisory firm and its clients regarding the services provided.
What information must be reported on www.sec.gov/ia/inland-american-investment-advi/investment-advisory-agreement for?
The www.sec.gov/ia/inland-american-investment-advi/investment-advisory-agreement must report details about the services offered, fees charged, responsibilities of both parties, and any potential conflicts of interest.
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