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Get the free CIM Investment Advisory Agreement (Advisor Based)(December 2021)

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INVESTMENT ADVISORY AGREEMENT This Investment Advisory Agreement (Agreement) is entered into as of the date set forth on the signature page hereof by and between CONFLUENCE INVESTMENT MANAGEMENT LLC,
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How to fill out cim investment advisory agreement

01
Obtain a copy of the CIM Investment Advisory Agreement from the investment advisor or firm.
02
Carefully read through the agreement to understand the terms and conditions, as well as the services provided by the advisor.
03
Fill out the required personal information, including your name, address, and contact details.
04
Specify the type of account for which the agreement is being completed (e.g. individual, joint, trust, etc).
05
Indicate your investment objectives, risk tolerance, and any restrictions or preferences you may have.
06
Review the fee schedule and payment terms outlined in the agreement.
07
Sign and date the agreement, acknowledging your acceptance of the terms and conditions.
08
Keep a copy of the signed agreement for your records.

Who needs cim investment advisory agreement?

01
Individuals who are seeking professional investment advice and management.
02
Investors who want a tailored investment strategy based on their financial goals and risk tolerance.
03
Clients who prefer to delegate the day-to-day investment decisions to a qualified professional.
04
Those looking for ongoing monitoring and rebalancing of their investment portfolio.
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cim investment advisory agreement is a contract between a firm and a client that outlines the terms of the investment advisory services to be provided.
Investment advisors registered with the Securities and Exchange Commission (SEC) are required to file cim investment advisory agreements.
To fill out a cim investment advisory agreement, the advisor and client must agree on the terms of the services to be provided and sign the agreement.
The purpose of cim investment advisory agreement is to ensure that both the advisor and client understand the terms of the investment advisory services being provided.
The cim investment advisory agreement must include details of the services provided, fees charged, and any conflicts of interest that may exist.
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