Common Contracts

TERMS AND CONDITIONS ADVISOR MANAGED PORTFOLIOS CLIENT AGREEMENT

Independent Ria Agreement • July 16th, 2019 • New York

• Contract Type
  Independent Ria Agreement
• Filed
  July 16th, 2019
• Jurisdiction
  New York

This Client Agreement (“Agreement”) is entered into by and between the registered investment adviser named in the “Summary” section of the Statement of Investment Selection that accompanies this Agreement (“Advisor”), VISION2020 Wealth Management Corp., a registered investment adviser and the client (“Client”). Investment Adviser Representative (“Advisory Representative”) is an advisory representative of Advisor and acts on behalf of Advisor.