Common Contracts
2 similar Investment Advisory Agreement contracts
Investment Advisory AgreementInvestment Advisory Agreement • December 27th, 2021 • Delaware
This Investment Advisory Agreement (the “Advisory Agreement”), which is entered into by each natural person indicated in the title to Your Brokerage Account (as defined below) (“you” or the “Client”) and Trio Advisors, Inc. (“Adviser” or “we”), sets forth the terms and conditions under which Adviser will provide investment advisory services as part of the “Services,” as such term is defined in the Terms of Service entered into between Client and Trio Financial Technologies Inc. (the “Program”), doing business as ‘Finch’, and governs the advisory services that we provide you with respect to your participation in the Program. Capitalized terms used herein and not otherwise defined are defined as set forth in the Terms of Service entered into between Client and Trio Financial Technologies Inc. (the “Terms of Service”). By clicking “I agree” or otherwise acknowledging your consent electronically, you agree to enter into and be bound by the terms and conditions of this Advisory Agreement.
Investment Advisory AgreementInvestment Advisory Agreement • September 7th, 2020 • Delaware
This Investment Advisory Agreement (the “Advisory Agreement”), which is entered into by each natural person1 indicated in the title to Your Brokerage Account (as defined below) (“you” or the “Client”) and Trio Advisors, Inc. (“Adviser” or “we”), sets forth the terms and conditions under which Adviser will provide investment advisory services as part of the “Services,” as such term is defined in the Terms of Service entered into between Client and Trio Financial Technologies Inc. (the “Program”), doing business as ‘Finch’, and governs the advisory services that we provide you with respect to your participation in the Program. Capitalized terms used herein and not otherwise defined are defined as set forth in the Terms of Service entered into between Client and Trio Financial Technologies Inc. (the “Terms of Service”). By clicking “I agree” or otherwise acknowledging your consent electronically,2 you agree to enter into and be bound by the terms and conditions of this Advisory Agreement.
