Common Contracts

ADVISOR MANAGED PORTFOLIOS CLIENT AGREEMENT

Terms and Conditions • March 10th, 2022 • New York

• Contract Type
  Terms and Conditions
• Filed
  March 10th, 2022
• Jurisdiction
  New York

This Client Agreement (“Agreement”) is entered into by and between Royal Alliance Associates, Inc. (“Royal Alliance” or “Advisor”), a registered investment adviser and securities broker-dealer, VISION2020 Wealth Management Corp. (“Manager”), a registered investment adviser and the client (“Client”). Investment adviser representative (“Advisory Representative”) is an advisory representative of Royal Alliance and acts on behalf of Royal Alliance.