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FINA NCI A L SOLD T IONS, LLC CLIENT AGREEMENT Heritage Financial Solutions, LLC Financial Solutions, LLC (MFS or we). 1. Scope of Engagement. You participate in a program on a custodial platform
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How to Fill Out Client Agreement Meritage Financial:

01
Read the client agreement thoroughly to understand the terms and conditions.
02
Provide your personal information accurately, including your full name, address, and contact details.
03
Include any additional information required, such as your Social Security number or financial account details.
04
Review the investment options and services offered by Meritage Financial and indicate your preferences.
05
Sign and date the client agreement to acknowledge your agreement with the terms and conditions.

Who Needs Client Agreement Meritage Financial:

01
Individuals or entities interested in utilizing the investment products and services offered by Meritage Financial.
02
Clients who want to establish a formal relationship with Meritage Financial and access their range of financial solutions.
03
Investors seeking professional advice and guidance on managing their assets and making investment decisions.
Remember, it is always advisable to consult with a financial advisor or an expert at Meritage Financial before proceeding with the client agreement to ensure it aligns with your specific financial goals and requirements.
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Client agreement Meritage Financial is a legal document outlining the terms and conditions of the relationship between a client and Meritage Financial.
Clients and Meritage Financial are required to file the client agreement.
The client agreement can be filled out by providing all required information and signing the document.
The purpose of the client agreement is to establish the rights and responsibilities of both parties in the financial relationship.
The client agreement must include personal information of the client, details of the financial services provided, fees, and terms of the agreement.
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