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Financial Services Agreement basics

Ready for a little financial guidance? A financial services agreement is a contract between you and your financial advisor. You can use it to outline the business relationship and help ensure that everyone is on the same page with regard to fiscal matters, points of contact and service fees. Create a financial services agreement in no time—we'll guide you through it. In a few short steps you'll have a legal document both parties can sign.

Use the Financial Services Agreement document if:

  • You're hiring a financial advisor to manage your money.
  • You're being hired as a financial advisor by an individual or business.

If you have legal needs outside of the financial service agreements, please check out our complete list of customizable service agreements.

Other names for this document: Financial Services Contract, Investment Management Services, Agreement for Financial Services

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Sample Financial Services Agreement

More than just a template, our step-by-step interview process makes it easy to create a Financial Services Agreement.

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