Get Tradepmr Model Provider Client Agreement 2016-2025

Completing the TradePMR Model Provider Client Agreement online is essential for establishing a collaborative relationship with your investment advisor and model provider. This guide provides clear and structured steps to help users navigate through the agreement, ensuring accurate completion.

Follow the steps to fill out the form efficiently.

1. Click ‘Get Form’ button to obtain the TradePMR Model Provider Client Agreement and open it in the editor for online completion.
2. Start by filling in the Account Information section. Provide your account name, account number, account type, and the name of your RIA firm. Additionally, include the advisor MPP rep code for proper identification.
3. Proceed to the Model Provider Selection section. Here, confirm whether you are selecting a new model provider, changing an existing provider, or terminating the current relationship. Indicate your chosen model provider, investment model, and applicable model fees.
4. In the Fee Schedule section, select one of the schedule types based on the assets in your account. Enter the estimated total fee based on the selected model provider fee and the TradePMR schedule fee.
5. Complete the Client Authorization section. Make sure to sign and print your name, title, and date. If there is an additional account holder, ensure they sign and provide the required information as well.
6. Move to the Advisor Authorization section. Here, the advisor must provide their signature as acknowledgment of the client's financial situation and investment objectives.
7. After filling in all the required fields, review the entire agreement for accuracy and completeness to ensure all necessary information is provided.
8. Finally, save your changes, and if necessary, download, print, or share the completed TradePMR Model Provider Client Agreement as needed.

Complete your TradePMR Model Provider Client Agreement online today for a smooth initiation of services.