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MPS Client Agreement for the clients of Financial AdvisersAccount Name(s) (including any subaccount designation)To be read in conjunction with the enclosed Terms and Conditions Words and phrases used
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How to fill out discretionary client agreement for

01
Review the terms and conditions of the discretionary client agreement.
02
Fill in the client's personal information such as name, address, and contact details.
03
Specify the investment objectives and risk tolerance of the client.
04
Outline the investment strategy to be implemented by the investment manager.
05
Detail the fees and charges associated with the discretionary client agreement.
06
Have both the client and the investment manager sign and date the agreement.

Who needs discretionary client agreement for?

01
Individuals who want a professional to manage their investments on their behalf.
02
Investors who prefer to have their assets managed without needing to provide approval for each transaction.
03
Clients who are comfortable with delegating investment decisions to a trusted investment manager.
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Discretionary client agreement is used to give an investment advisor authority to make investment decisions on behalf of a client without seeking their approval for each transaction.
Investment advisors who have clients that they are managing funds for under discretionary authority are required to file discretionary client agreements.
To fill out a discretionary client agreement, the investment advisor must include the client's information, details of the discretion granted, investment objectives, and any limitations or restrictions.
The purpose of discretionary client agreement is to establish the terms and conditions under which the investment advisor can make investment decisions on behalf of the client.
The discretionary client agreement must include the client's personal information, details of the discretionary authority granted, investment objectives, and any limitations or restrictions.
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