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