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Sample Agreement For Financial Services

Advisors and clients agree that each party is solely responsible for its normal business expenses, including accounting, communication, operating overhead and business travel, unless otherwise stated in this Agreement. The client undertakes to provide Consultant with all existing financial documents relating to the client`s activities, including (but not limited to) financial statements, profit and loss accounts, etc. PandaTip: Once you`ve finished customizing this model, click “Send” in the menu on the right. You and your customer will receive a copy of this agreement, which can be signed by any computer or mobile device. PandaDoc`s electronic signatures are legally binding, and your client can download a signed copy of the agreement for his or her files. Failure to comply with or apply any particular element of the financial advisory agreement should not be regarded as a waiver of any subsequent breach of the full scope of this agreement. Both the client and the advisor agree and recognize that if the agreement is violated by one of the parties, the non-injurious party is entitled to remedy the breach by a temporary or permanent injunction by the courts of [Sender.County], [Sender.State]. The non-injurious party is not responsible for the evidence of the injury and both parties agree that the non-injurious party will be able to provide a full copy of the financial advisory agreement and fully enforce it and enforce it by the court. If one of the parties is to take legal action to enforce this agreement or to remedy the violation by the other party, the party in such a court proceeding is entitled to full reimbursement of all legal fees, including legal costs incurred during those proceedings and proceedings. The duration of this financial services consulting contract is of a duration [agreed. years]-years. [Sender.Company], (“consultant”) forwards this financial advice agreement [Client.Company] (“customer”).

This financial advisory agreement describes the terms of [Sender.Company] that provide financial advisory services to [Client.Company]. Consultants are never considered employees, representatives or partners of the client. The advisor does not have the authority or authority to enter into additional contracts or agreements on behalf of the client at any time.