You can open the Financial Services Agreement Template in multiple formats, including PDF, Word, and Google Docs.
Financial Services Agreement Template Printable | Editable FormSample
[Name of the Service Provider]
[Provider’s ID]
[Provider’s Address]
[Provider’s Phone]
[Provider’s Email]
[Name of the Client]
[Client’s ID]
[Client’s Address]
This document formalizes the agreement for financial services provided starting on [Contract Start Date], including investment management, financial planning, and advisory services.
The Service Provider agrees to provide the following services: [Specify services such as asset management, retirement planning, tax advice, etc.].
The Client agrees to pay the Service Provider a fee of [Amount] based on the following structure: [Specify terms such as flat fee, percentage of assets managed, hourly rate, etc.].
This agreement shall commence on [Start Date] and may be terminated under the following conditions: [Specify reasons such as breach of contract, mutual agreement, etc.].
The Service Provider acknowledges a fiduciary duty to act in the best interest of the Client at all times.
Both parties agree to maintain confidentiality concerning all sensitive financial information shared throughout the duration of this agreement.
This agreement will be governed by the laws of [Jurisdiction].
[Signature of the Service Provider]
[Name of the Service Provider]
[Signature of the Client]
[Name of the Client]
[Name of the Service Provider]
[Provider’s ID]
[Provider’s Address]
[Provider’s Phone]
[Provider’s Email]
[Name of the Client]
[Client’s ID]
[Client’s Address]
This agreement outlines the terms and conditions under which the Service Provider will provide financial services commencing on [Contract Start Date].
The Service Provider will provide: [List specific services, e.g., portfolio management, retirement advice, tax planning, etc.].
The Client shall pay the amount of [Amount] as per the following schedule: [Specify terms such as upfront payment, monthly payments, commission rates, etc.].
This agreement may be terminated for reasons including but not limited to: [Specify conditions such as insolvency, failure to perform duties, etc.].
The Service Provider agrees to provide regular financial reports and updates to the Client as specified in this agreement.
Any disputes arising from this agreement shall be resolved through [Specify method such as arbitration, mediation, or legal proceedings].
Any changes to this agreement must be made in writing and signed by both parties.
[Signature of the Service Provider]
[Name of the Service Provider]
[Signature of the Client]
[Name of the Client]
Form
Please complete the form below to create the Financial Services Agreement Template. All fields must be filled out to ensure a clear and complete agreement. We provide examples to guide you through each step. Financial Services Agreement Template 1. Service Provider Information 2. Client Information 3. Agreement Details 4. Scope of Services 5. Fees and Payment Terms 6. Confidentiality Agreement 7. Termination Provisions 8. Liability Limitations 9. Dispute Resolution 10. Signatures and Acceptance 11. Declaration and Signatures
PDF
WORD
Financial Services Agreement Template Printable | Editable FormPrintable
