Get Hollister & Trader Commodity B2b

Filling out the Hollister & Trader Commodity B2B form is a critical step for establishing a retainer agreement for advisory services. This guide will walk you through the process, ensuring that every section of the form is completed correctly and efficiently.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to obtain the form and load it in your preferred tool.
2. Begin by entering the CLIENT's name in the designated space, ensuring it matches the legal name of the person or entity entering into the agreement.
3. Review and input the annual nonrefundable fee of $1,000.00 and monthly management fee of $300.00 in the respective sections. Make sure these amounts are clear and correctly formatted.
4. In the 'SERVICES PROVIDED FOR RETAINER AND MONTHLY FEE' section, detail any customized services that the advisor will offer, using bullet points for clarity.
5. In the 'EXCLUDED SERVICES PROVIDED FROM THE RETAINER FEE' section, list services that will not be covered under this agreement, ensuring that they are clearly differentiated.
6. Include any confidentiality clauses as indicated in the agreement, making sure to outline the expectations for both parties regarding sensitive information.
7. Review the supplementary clause regarding the duration of the agreement and outline any conditions that would cause the contract to become null and void.
8. Both parties must sign and date the agreement in the provided spaces, confirming that all terms are understood and accepted.
9. Once all fields are completed and verified, save your changes to the form. You may then download, print, or share the completed document as needed.

Take action now by completing the Hollister & Trader Commodity B2B form online.