Wealth Management Agreement Sample Contracts

AN INCOMPLETE AGREEMENT WILL DELAY
Wealth Management Agreement • June 12th, 2019 • Florida

(Hereinafter referred to as the “Client”), and Evensky & Katz, / Foldes Financial Wealth Management a registered investment adviser (hereinafter referred to as the “Adviser”), whose principal office is located in Miami-Dade County, Florida.

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Wealth Management Agreement • August 1st, 2023

Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement.

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