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___ This Agreement is made by and between Prime Financial Strategies, Inc. (PFS), a Colorado registered investment adviser, ___, investment adviser representative (IAR) of PFS, and the belownamed
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Clearly state the purpose of the agreement in the introduction.
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What is this agreement is made?
This agreement is made to formalize the terms and conditions between the involved parties.
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What is the purpose of this agreement is made?
The purpose of this agreement is to establish a clear understanding and legal binding between the parties regarding their obligations and rights.
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The information that must be reported includes the names of the parties, the date of agreement, specific terms, responsibilities, and any other relevant conditions.
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