Investment Services Agreement Sample Contracts

AMENDMENT NUMBER 12 TO INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • October 29th, 2008 • Hartford Mutual Funds Inc/Ct

This amended Agreement is effective for a period of two years from the date hereof and shall continue in effect thereafter in accordance with the provisions of Section 9 of the Agreement.

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INVESTMENT SERVICES AGREEMENT FOR RETAIL AND
Investment Services Agreement • December 5th, 2023

This Investment Services Agreement is effective from 05 December 2023 and shall remain effective until a more recent version is released. Safecap reserves the right to amend or supplement this document at any time. This document replaces our Investment Services Agreement (Terms and Conditions of Trading) applicable prior to the date hereof. It is the legal agreement through which we provide our

INVESTMENT SERVICES AGREEMENT FOR PROFESSIONAL CLIENTS AND ELIGIBLE COUNTERPARTIES
Investment Services Agreement • April 6th, 2023

When the Client is a management company, it is understood that it is acting on behalf of its funds and the provision of the Agreement (as defined below) will apply directly and independently to each fund.

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • January 3rd, 2021 • Dubai
CUSTOMER DOCUMENT PACK: INVESTMENT SERVICES AGREEMENT FOR PROFESSIONAL CLIENTS AND ELIGIBLE COUNTERPARTIES
Investment Services Agreement • October 7th, 2022

We appreciate the opportunity of being of service to you. We aim to fulfil all your investment and trading requirements to the highest possible level and assure you of our utmost attention at all times.

INVESTMENT SERVICES AGREEMENT FOR RETAIL CLIENTS
Investment Services Agreement • March 6th, 2023

This agreement (the “Agreement”) is entered into in accordance with the legislative and regulatory provisions in force, in particular those laid down in the Monetary and Financial Code and the General Regulation of the AMF (Autorité des marchés financiers) (the "AMF General Regulation").

INVESTMENT SERVICES AGREEMENT - COLLECTIVE INVESTMENT SCHEMES
Investment Services Agreement • October 22nd, 2021

Together with the Investment Services Form / Cash Investment Form and/or the Collective Investment Scheme CPF / SRS Application Form (the "Form") prescribed by us from time to time, these terms and conditions (these "Terms") shall govern all your subscriptions, switching, redemptions and transfers in respect of collective investment schemes (the "Schemes" and each a "Scheme"). Before you subscribe for, switch, redeem or transfer any units or shares in Schemes, please read this Investment Services Agreement (the "Agreement") thoroughly. By subscribing for, switching, redeeming or transferring any units or shares in Schemes, you are accepting the terms and conditions of this Agreement and will be bound by them.

Contract
Investment Services Agreement • September 1st, 2020
INVESTMENT SERVICES AGREEMENT FOR INFINEX INVESTMENTS, INC. SUBSCRIBERS (Maine- Rev. 10/03)
Investment Services Agreement • March 17th, 2005 • Bar Harbor Bankshares • State commercial banks • Connecticut

THIS AGREEMENT ("Agreement"), made and entered into as of the 6th day of January, 2004, by and between Infinex Investments, Inc. ("Infinex") and Bar Harbor Banking and Trust Company ("Subscriber")

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • May 20th, 2018

RECITAL ديهمت The Bank is licensed to provide investment services in relation to certain financial investments and other related wealth management services.The Customer wishes to open and maintain one or more Portfolio Accounts and related Bank Accounts with the Bank and to avail of the Services of the Bank from time to time.By executing this Agreement, the Customer agrees to enter into this Agreement and to be bound by its terms. ةقلعتم ةيرامثتسلاا تامدخ ميدقتل نيناوقلا بسح صخرم كنبلا.تاورثلا ةرادإب قلعتت ىرخأ لولحو ةيلام تارامثتسابظفاحملا تاباسح نم رثكأ وأ باسحب ظافتحلااو حتف يف ليمعلا بغريو يتلا تامدخلا نم ةدافتسلااو كنبلا ىدل ةلصلا تاذ ةيفرصملا تاباسحلاو.رخلآ تقو نم كنبلا اهمدقيمازتللااو ةيقافتلاا هذه ىلع ليمعلا قفاوي ، ةيقافتلاا هذه ىلع عيقوتلاب.اهطورش ةفاكب

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • January 13th, 2022

This Investment Services Agreement (hereinafter the "Agreement") sets out the terms and conditions under which "National Securities Single Member S.A." (Hereinafter "the Company ") agrees to provide the Services as defined in term 2 of the Agreement, to the person whose details are listed below. This Agreement is legally binding and applies as of its signing by the Client or from the time the Services are provided, and as long as such Services are provided. The terms of the Agreement, including its Annexes, which constitute an integral part thereof, shall prevail over any prior written or oral agreement between the Company and the Client. The terms of this Agreement are agreed without prejudice to (a) the laws and/or regulations governing the operation of stock exchanges, clearing systems and capital markets where the Client's transactions are concluded within the framework of the provision of the Services; and (b) the provisions of other agreements, or agreements supplementary to this

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • November 10th, 2017 • Michigan

Commodity Specialists Company Holdings, Inc. (“Employer”) appointed us to be a fiduciary adviser and investment manager with regard to the Commodity Specialists Company Retirement Savings Program (“Plan”). This means that you can hire us to provide you with investment advice regarding your Account in the Plan (“your Account”), or can hire us to invest your Account. You are not required to hire us. You could hire someone else, or invest your Account without hiring anyone to help you.

INVESTMENT SERVICES AGREEMENT/
Investment Services Agreement • April 15th, 2014

BROKERCREDITSERVICE (CYPRUS) LIMITED, hereinafter referred to as “BCS”, a company registered under the laws of the Republic of Cyprus, registration No. HE 154856 and auhtorized by the CySEC for the provision of investment and ancillary services and performance of investment activities, authorization No. 048/04 dated November 20, 2007, on the one side, and (Full Name and passport details), hereinafter referred to as the “Client”, on the other side, hereinafter jointly referred to as the “Parties” have entered into the present Investment Services Agreement (hereinafter – the Agreement) on the following: БРОКЕРКРЕДИТСЕРВИС (КИПР) ЛИМИТЕД, в дальнейшемименуемая «БКС», компания, зарегистрированная в соответствии с законодательством Республики Кипр, регистрационный номер HE 154856, имеющая лицензию Кипрской Комиссии по Ценным Бумагам и Биржам на оказание инвестиционных и вспомогательных услуг и осуществление инвестиционной деятельности №048/04 от 20 ноября 2007 г., с одной стороны, и (ФИО, г

INVESTMENT SERVICES AGREEMENT - SECURITIES
Investment Services Agreement • June 26th, 2014

I/We, the undersigned (the “Customer”) wish to enter into such number of transactions for the Securities as I/we may from time to time instruct.

AMENDMENT NUMBER 1 TO INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • November 17th, 2006 • Hartford Series Fund Inc

This amended Agreement is effective for a period of two years from the date hereof and shall continue in effect thereafter in accordance with the provisions of Section 9 of the Agreement.

SUPPLEMENT NUMBER ONE TO FIDUCIARY INVESTMENT SERVICES AGREEMENT between The Northern Trust Company, Northern Trust Investments, N.A. and ABA Retirement Funds
Investment Services Agreement • June 30th, 2009 • American Bar Association Members State Street Collective Tr • Investors, nec

WHEREAS, The Northern Trust Company, an Illinois Banking Corporation (“Northern Trust”), Northern Trust Investments, N.A., a national banking association (“NTI”) and the ABA Retirement Funds, an Illinois not-for-profit corporation (“ABA RF”) have heretofore entered into a Fiduciary Investment Services Agreement (“FISA”), dated August 15, 2008, pursuant to which Northern Trust and NTI agreed to provide trustee, fiduciary and investment management services with respect to the ABA Retirement Funds Program (the “Program”), effective July 1, 2009 or such other date as may be agreed to by the parties thereto;

INVESTMENT SERVICES AGREEMENT FOR PROFESSIONAL CLIENTS AND ELIGIBLE COUNTERPARTIES (Global Banking)
Investment Services Agreement • December 24th, 2020

When the Client is a management company, it is understood that it is acting on behalf of its funds and the provision of the Agreement (as defined below) will apply directly and independently to each fund.

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • February 21st, 2022

Please note that BOSON ALFA LTD reserves the right to amend INVESTMENT SERVICES AGREEMENT and any related information and documents provided that the meaning of the terms and definitions and interpretation in every material respect remain the same.

AMENDMENT TO INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • April 29th, 2008 • Hartford HLS Series Fund Ii Inc

This amended Agreement is effective for a period of two years from the date hereof and shall continue in effect thereafter in accordance with the provisions of Section 9 of the Agreement.

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • April 1st, 2019

Please note that BOSON ALFA LTD reserves the right to amend INVESTMENT SERVICES AGREEMENT and any related information and documents provided that the meaning of the terms and definitions and interpretation in every material respect remain the same.

AMENDED AND RESTATED INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • October 14th, 2020 • Massachusetts

THIS AGREEMENT, dated as of October 1, 2011 and amended as of April 15 2014 and December 9, 2014 (“Agreement”), by and between the State Retiree Benefits Trust Fund Board of Trustees (the “Board”), acting on behalf of the State Retiree Benefits Trust (“SRBT”) and on behalf of the State Retiree Benefits Trust Fund (the “SRBT Fund”), and the Pension Reserves Investment Management Board (“PRIM”), acting on behalf of the Pension Reserves Investment Trust Fund (the “PRIT Fund”), amends and restates in its entirety the agreement dated as of October 31, 2001 (the “2001 Agreement”) and the 2011 Agreement and the February 2014 Agreement by and between the Board, acting on behalf of the SRBT Fund, and PRIM, acting on behalf of the PRIT Fund, as follows:

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INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • August 16th, 2016 • Michigan

This Investment Services Agreement (“Agreement”) is between BeManaged (“we” and “us”), a Michigan corporation, and the Participant (“You”). The Agreement is effective as of the date you accept the Agreement below.

AMENDMENT NO. 1 TO INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • March 16th, 2005 • Mbia Inc • Surety insurance

WHEREAS, MBIA Insurance Corp. of Illinois and MBIA Capital Management Corp. (formerly MBIA Securities Corp.), have entered into an Investment Services Agreement (the “Agreement”), dated January 2, 1996, and

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • February 20th, 2024

This Investment Services Agreement sets out the terms upon which Hong Leong Bank Berhad (Company No. 193401000023) (97141-X) (“Bank”) will provide investment services to the Customer. This Agreement will apply to all Investments (as defined herein) made and Services (as defined herein) obtained unless otherwise specified. Please read the terms and conditions contained in this Agreement carefully before proceeding to place an Investment.

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • June 3rd, 2022

registered in the commercial register maintained by the Municipal Court in Prague, section B, file 27322, represented by Jan Hlavsa, member of the board of directors or Eva Hlavsová, member of the board of directors.

AMENDMENT NO. 3 TO INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • March 16th, 2005 • Mbia Inc • Surety insurance

WHEREAS, MBIA Insurance Corporation and MBIA Capital Management Corp. (formerly known as MBIA Securities Corp.) have entered into an Investment Services Agreement (the “Agreement”); and

Investment Services Agreement
Investment Services Agreement • October 13th, 2017

Alight Financial Advisors, LLC (“we”, “our” or “us”) agrees to provide investment advisory services to you as set forth in this Agreement. You agree to the terms of this Agreement, which includes our Disclosure Statement (Part 2A of the ADV) as well as the Financial Engines Terms of Service.

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • December 9th, 2022

This Investment Services Agreement sets out the terms upon which Hong Leong Bank Berhad (Company No. 193401000023) (97141-X) (“Bank”) will provide investment services to the Customer. This Agreement will apply to all Investments (as defined herein) made and Services (as defined herein) obtained unless otherwise specified. Please read the terms and conditions contained in this Agreement carefully before proceeding to place an Investment.

INVESTMENT SERVICES AGREEMENT
Investment Services Agreement • August 8th, 2006 • London

Renaissance Securities (Cyprus) Limited, having its registered office is at 9th Floor, Capital Centre, 2-4 Archbishop Makarios III Avenue, 1505 Nicosia, Cyprus, (telephone number + 357 22 505800 and fax number is + 357 22 676755) authorized and regulated by the Cyprus Securities & Exchange Commission (“CySeC”) under license number 053/04 ( + 357 22 506600 )for the conduct of designated investment business in Cyprus and other jurisdictions, including the European Union (“Renaissance”); and

INVESTMENT SERVICES AGREEMENT ENTERED INTO BY AND BETWEEN THE FOLLOWING PARTIES:
Investment Services Agreement • January 9th, 2024

registered in the commercial register maintained by the Metropolitan Court in Prague, section C, file 287209, represented by Jan Hlavsa, member of the Board of Directors, or Eva Hlavsová, member of the Board of Directors.

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