WITNESSETH:Investment Advisory Services Agreement • May 10th, 2000 • Stewart W P & Co Growth Fund Inc • New York
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • December 17th, 2020 • Arkansas
This Investment Advisory Services Agreement (“Agreement”) is entered into effective as of the date of the last signature below (“Effective Date”) by and between Sowell Financial Services, L.L.C. d/b/a Sowell Management, an SEC Registered Investment Adviser with offices at 5320 Northshore Drive, North Little Rock, AR 72118 (“Adviser”) and , an individual(s) residing at ,
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • April 2nd, 2004 • Assured Guaranty LTD • Surety insurance • New York
THIS AGREEMENT (the “Agreement”) is executed as of 7-23-02 and made effective as of the 1st day of January, 2002, by and between ACE Capital Title Reinsurance Company, a New York insurance company (the “Client”), and ACE Asset Management Inc., a Delaware company (“ServiceCo”).
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • April 13th, 2022
This Investment Advisory Services Agreement is made at Mumbai on this day of , 2022 and will be effective from the day of , 2022 (The Effective Date);
Retirement Account Application PackageInvestment Advisory Services Agreement • March 26th, 2020 • California
🗹 Part A | Form CRS🗹 Part B | Account Application🗹 Part C | MAS Performance Reporting Services Form🗹 Part D | Investment Advisory Services Agreement - Single Advisory Contract🗹 Part E | Form ADV Part 2 Brochure🗹 Part F | Customer Agreement
AMENDMENT TO INVESTMENT ADVISORY SERVICES AGREEMENT BETWEENInvestment Advisory Services Agreement • April 28th, 2008 • Stewart W P & Co Growth Fund Inc
This Amendment dated October 2, 2007, to the Investment Advisory Services Agreement dated October 28, 1998 (the “Agreement”), between W.P. Stewart & Co. Growth Fund, Inc. (the “Fund”) and W.P. Stewart & Co., Inc. (the “Adviser”), is hereby made by and between the Fund and the Adviser.
THIS INVESTMENT ADVISORY SERVICES AGREEMENT, the (“Agreement”), dated this Day ofInvestment Advisory Services Agreement • December 19th, 2017 • Minnesota
non-discretionary investment advisory services provided by Woodbury. This agreement is effective as of the date set forth above and remains in effect unless otherwise terminated pursuant to paragraph 10 below.
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • November 5th, 2019
M/S , a company duly incorporated under the Companies Ordinance, 1984, having its principal office at Pakistan, (hereinafter referred to as the “Investment Advisor”, which expression shall, where the context so permits, include its successor-in- interest and assigns) of the one part;
Investment Advisory Services AgreementInvestment Advisory Services Agreement • November 11th, 2022
THIS AGREEMENT, entered into this day of , 20 , between KCD Financial, Inc. (hereinafter referred to as “KCD” or “Adviser”), a Registered Investment Adviser and .
This Investment Advisory Services Agreement ("Agreement") BY AND BETWEEN:Investment Advisory Services Agreement • September 22nd, 2023
FinMo Investment Advisors Pvt Ltd, (hereinafter referred to as Investment Advisor), a Private Limited Company registered with Securities and Exchange Board of India under SEBI (Investment Advisors) Regulations, 2013 ("Regulations") as an Investment Advisor, with Registration No.
DIAS WEALTH, LLC INVESTMENT ADVISORY SERVICES AGREEMENT SELECTION AND MONITORING OF THIRD-PARTY INVESTMENT ADVISERSInvestment Advisory Services Agreement • April 27th, 2021 • Florida
AGREEMENT, made on , 20 between Dias Wealth, LLC, a registered investment adviser, whose mailing address is P.O. Box 952884, Lake Mary, FL 32795 (hereinafter referred to as the "Adviser") and
TO INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • July 16th, 2021
Please insert your complete fee schedule below. Place your fee breakpoints in the “Fee Breakpoints” column (e.g. $0 – $499,999; $500,000 - $999,999; $1,000,000 +). The breakpoint schedule used should match the schedule used in Third Party Money Manager’s account paperwork. The first breakpoint range must start with $0.00 and the last range should be unlimited (e.g. $1,000,000 +, more than $1,000,000) Advisor fee for each associated breakpoint must be entered in the “Account Fee” column (e.g. 1.00%; .80%;
Investment Advisory Services Agreement For Government PlansInvestment Advisory Services Agreement • August 25th, 2020
This Agreement is entered into between SageView Advisory Group, LLC (“SageView”,“Vendor”), having its principal offices as 1920 Main Street, Suite 800, Irvine, CA 92614, and Citizens Property Insurance Corporation (“Citizens”), having its principal place of business at 2101 Maryland Circle, Tallahassee, Florida 32303. The Agreement is effective on July 1, 2020 with respect to investment and compliance services to be provided by SageView to Citizens in accordance with the terms of this Agreement.
Investment Advisory Services AgreementInvestment Advisory Services Agreement • August 10th, 2023 • Georgia
This Agreement is entered into among (the "Client") and Cape Investment Advisory, Inc., an SEC registered investment advisor (“Cape” or “Advisor”), and (“Portfolio Advisor”), an investment adviser representative (“IAR”) of Cape.
Investment Advisory Services AgreementInvestment Advisory Services Agreement • November 9th, 2021
Arjun L, a registered investment advisor with SEBI Registration No. INA200009564having office at office at D No 3-190-2 East Street, Vanavasi PO Mettur TK, Salem, Tamil Nadu, 636457, (hereinafter referred to as the “INVESTMENT ADVISOR” which expression shall unless excluded by or repugnant to the context, be deemed to include its administrators and permitted assigns) of the FIRST PART
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • April 2nd, 2020
this day of , 20 by and between “LKP WEALTH ADVISORY LIMITED” (hereinafter shall be referred as “LKP Wealth”), a Private Limited Company, incorporated in India under the provisions of The Companies Act, 2013 and having its Registered office at “203 Embassy Centre, Nariman Point, Mumbai, Maharashtra, India, 4000021”, PAN No.AACCL7321E,
ARTICLE 1 --------- SERVICES TO BE PROVIDED BY THE COMPANY: COMPENSATION ----------------------------------------------------Investment Advisory Services Agreement • January 28th, 1998 • Seneca Funds • California
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • April 2nd, 2020
this day of , 20 by and between “LEKH RAM SEBI Registered Individual Investment Adviser [INA200013761]”, a Private Limited Company, incorporated in India under the provisions of The Companies Act, 2013 and having its Registered office at
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • August 4th, 2021
This Investment Advisory Services Agreement (hereinafter referred to as the "Agreement") is made between ADITYA SHAH, an adult, Indian resident, having his residence at 701, Paloma, Hiranandani Estate, Thane, Maharashtra, India, 400607 (hereinafter referred to as the “Adviser or the Investment Adviser”, which expression shall, unless it be repugnant to the subject or context, include his heirs, executors, administrators, successors and permitted assigns);
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • April 2nd, 2004 • Assured Guaranty LTD • Surety insurance • New York
THIS AGREEMENT is executed as of 3 July 2001 and made effective as of the 1st day of January 2001, by and among ACE Capital Re International Ltd, a Bermuda domiciled insurance company (“Client”), and ACE Asset Management Inc., a Delaware company (collectively “ServiceCo”).
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • April 2nd, 2004 • Assured Guaranty LTD • Surety insurance • Maryland
THIS AGREEMENT (the “Agreement”) is executed as of and made effective as of the 1st day of January, 2002, by and between ACE Guaranty Re Inc., a Maryland insurance company (the “Client”), and ACE Asset Management Inc., a Delaware company (“ServiceCo”).
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • April 23rd, 2021
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • September 28th, 2007 • Advanced Communications Technologies Inc • Services-business services, nec • New York
THIS INVESTMENT ADVISORY SERVICES AGREEMENT (this “Agreement”) is made and entered into as of August 17, 2007, by and among Advanced Communications Technologies, Inc., a Delaware corporation (the “Company”) and H.I.G. Capital L.L.C., a Delaware limited liability company (“H.I.G.”).
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • January 26th, 2006 • American Bar Association Members State Street Collective Tr • Investors, nec • Massachusetts
This Agreement is made this 24th day of January, 2006 by and among the American Bar Retirement Association, now called “ABA Retirement Funds” (“ARF”), State Street Bank and Trust Company, as trustee of the American Bar Association Members Retirement Trust and the American Bar Association Members Retirement Trust and the American Bar Association Members Pooled Trust for Retirement Plans (“State Street”) and CitiStreet Advisors LLC (“CitiStreet Advisors”), a wholly owned subsidiary of CitiStreet LLC (“CitiStreet”) and a fifty percent owned affiliate of State Street.
Investment Advisory Services AgreementInvestment Advisory Services Agreement • November 12th, 2020
THIS AGREEMENT, entered into this day of , 20 , between KCD Financial, Inc. (hereinafter referred to as “KCD” or “Adviser”), a Registered Investment Adviser and .
STRAIGHTLINE GROUP LLC INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • January 9th, 2006 • Michigan
This Agreement is made between StraightLine Group LLC (“StraightLine”) and you, the undersigned Client as of the date set forth below. You hereby engage StraightLine, and StraightLine accepts such engagement, to provide you, through use of the internet, with investment advisory services, known as StraightLine Account Services (the “Services”) as more fully described below. The Services provided by StraightLine are for your personal account (“Account”) only, and are not to be used or applied for any commercial or business purpose.
INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • June 26th, 2014 • California
by and between CONCERT Wealth Management, Inc, (“Advisor”), an SEC Registered Investment Advisor doing business in California, and
