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Ass ante Wealth Management (Canada) Ltd. Fee Based Group Agreement c New Agreement c Update Existing Agreement DEALER CODE:c Ass ante Capital Management Ltd. REP CODE:c Ass ante Financial Management
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How to fill out fee based group aggrement
How to fill out fee based group aggrement
01
Obtain the fee based group agreement form from the organization providing the service.
02
Fill in the details of the group such as group name, contact information, and purpose of the group.
03
Specify the number of participants in the group and their individual details if required.
04
Clearly outline the fee structure, payment schedule, and any additional charges or fees involved.
05
Sign and date the agreement as the authorized representative of the group.
06
Review the filled out agreement for accuracy and completeness before submitting it to the service provider.
Who needs fee based group aggrement?
01
Any group or organization that wishes to avail fee based services in a collective manner.
02
Schools organizing field trips, companies arranging team building activities, and associations planning group tours are some examples of entities that may require a fee based group agreement.
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What is fee based group agreement?
A fee based group agreement is a contract between an investment advisory firm and a group of clients where fees are based on a percentage of assets under management.
Who is required to file fee based group agreement?
Investment advisory firms who have fee based group agreements with their clients are required to file the agreement.
How to fill out fee based group agreement?
The fee based group agreement can be filled out by including the details of the agreement such as the parties involved, fee structure, services provided, etc.
What is the purpose of fee based group agreement?
The purpose of a fee based group agreement is to establish the terms and conditions of the fee arrangement between the investment advisory firm and the group of clients.
What information must be reported on fee based group agreement?
The fee based group agreement must include details such as the fee structure, services provided, responsibilities of both parties, etc.
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