Get Financial And Investment Consulting Agreement - State Of Oklahoma - Ok

The Financial And Investment Consulting Agreement serves as a formal agreement between the Board of Investors of the Oklahoma Tobacco Settlement Endowment Trust Fund and the selected consultant. This guide provides clear, easy-to-follow instructions to help you effectively complete the agreement online.

Follow the steps to complete the agreement accurately and efficiently.

1. Click the ‘Get Form’ button to access the Financial And Investment Consulting Agreement and open it in your editor.
2. Enter the name of the consultant in the designated field after the term '(Consultant)'. This should reflect the formal name of the consulting entity or individual.
3. Fill in the date on which the agreement is being executed, located on the _____ day of _______________, 2011 line. Ensure the date reflects current or intended usage.
4. Provide the annual retainer-based fee in the compensation section for each applicable year, ensuring that the amounts reflect the agreed terms.
5. Review the terms of consultant performance, ensuring alignment with the stipulated duties in the previous Request for Proposals (RFP), and input the proposal date accordingly in the corresponding section.
6. Sign and date the agreement in the designated areas for both the Board and the Consultant, including the names and titles as required to validate the contract.
7. Finally, save the completed agreement, and you may download, print, or share it as needed in your professional network.

Complete your Financial And Investment Consulting Agreement online today for a streamlined process.