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WRAP INVESTMENT ADVISORY AGREEMENT This Investment Advisory Agreement (the Agreement), dated as of ___ by and between Staunch Financial Services, Inc. (herein referred to as Advisor), and ___(herein

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How to fill out wrap investment advisory agreement

01

Obtain a copy of the wrap investment advisory agreement from your financial advisor or investment firm.

02

Read through the agreement carefully, paying close attention to the terms and conditions.

03

Fill in your personal information, including your name, address, and contact information.

04

Provide details about your investment goals, risk tolerance, and any other pertinent financial information requested in the agreement.

05

Sign and date the agreement, making sure to follow any instructions for submitting the completed form.

Who needs wrap investment advisory agreement?

01

Individuals looking for a comprehensive and holistic approach to managing their investments.

02

Investors who prefer a fee-based advisory relationship with their financial advisor.

03

Those who want a customized investment strategy tailored to their specific financial goals and risk tolerance.

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What is wrap investment advisory agreement?

Wrap investment advisory agreement is a contract between an investment advisor and a client that allows the advisor to manage the client's investments on a discretionary basis.

Who is required to file wrap investment advisory agreement?

Investment advisors who offer wrap fee programs to clients are required to file wrap investment advisory agreements.

How to fill out wrap investment advisory agreement?

To fill out a wrap investment advisory agreement, both the advisor and the client must agree to the terms and conditions outlined in the agreement, including the investment strategy, fees, and services provided.

What is the purpose of wrap investment advisory agreement?

The purpose of a wrap investment advisory agreement is to establish a clear understanding of the relationship between the advisor and the client, including the scope of services and fees involved.

What information must be reported on wrap investment advisory agreement?

A wrap investment advisory agreement must include details about the advisor's investment strategy, fees, services provided, and any potential conflicts of interest.

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