Common Contracts
2 similar Financial Services Agreement contracts
PLEASE READ THIS AGREEMENT CAREFULLY.Financial Services Agreement • November 16th, 2016 • Ohio
Background: Santa Barbara Tax Products Group, LLC (“Provider”) provides a program (the “Program”) in which tax preparers have the opportunity to offer refund processing services to taxpayers, including spouses who are filing joint tax returns, who desire to take advantage of the Program and who sign a Program Application and Agreement (each a “Customer”). Provider, using banking services of Civista Bank (“Bank”) is willing to offer refund processing services as described herein. Provider will be responsible for the Program’s compliance with applicable law and the ERO User Manual and Best Practices Guide that Provider has made available to you, the tax preparer (“you” or “Participant”) at www.sbtpg.com (the “Program Guidelines”). This 2017 Financial Services Agreement (“Agreement”) is by and between you, Bank and Provider and sets forth the rights and obligations of each party in connection with the Program.
PLEASE READ THIS AGREEMENT CAREFULLY.Financial Services Agreement • November 8th, 2016 • Ohio
Background: Santa Barbara Tax Products Group, LLC (“Provider”) provides a program (the “Program”) in which tax preparers have the opportunity to offer refund processing services to taxpayers, including spouses who are filing joint tax returns, who desire to take advantage of the Program and who sign a Program Application and Agreement (each a “Customer”). Provider, using banking services of Civista Bank (“Bank”) is willing to offer refund processing services as described herein. Provider will be responsible for the Program’s compliance with applicable law and the ERO User Manual and Best Practices Guide that Provider has made available to you, the tax preparer (“you” or “Participant”) at www.sbtpg.com (the “Program Guidelines”). This 2017 Financial Services Agreement (“Agreement”) is by and between you, Bank and Provider and sets forth the rights and obligations of each party in connection with the Program.
