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This is an Advisory and Service Contract, to be used across the United States. It is a Management Contract between investment company and investment adviser.

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What is advisory and service contract

An advisory and service contract is a legal agreement between a service provider and a client, outlining the terms of advice and services provided.

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Advisory and service contract is needed by:

Businesses seeking expert advice
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Individuals requiring personal coaching

How to fill out the advisory and service contract

1.

Start by downloading the advisory and service contract template from pdfFiller.
2.

Open the document in pdfFiller to begin editing.
3.

Fill in the client’s name and contact details in the designated fields.
4.

Provide the service provider's name and contact information.
5.

Outline the specific services to be provided in detail to avoid ambiguity.
6.

Specify the duration of the contract, including start and end dates.
7.

Detail the payment terms, including rates and payment schedule.
8.

Include any clauses related to confidentiality and termination conditions.
9.

Review all entered information carefully for accuracy and completeness.
10.

Finally, save and download the completed contract or send it directly to the client for signature.