Agreement Advisory Sample For Borrowing Money

• Category: Employment - Agreements - Financial Advisory Services
• State: Multi-State
• Control #: US-01943BG
• Format: Word

Description

The Agreement advisory sample for borrowing money serves as a legal framework between a Client and an Advisor for financial planning advisory services. This form outlines the obligations of the Client to provide necessary information and participate in annual review sessions while ensuring confidentiality of disclosed information. It includes a clear term for the agreement, indicating that it can be terminated with 30 days' written notice by either party. Key features include the Advisor's fiduciary duty to act in the Client's best interest, a fee arrangement based solely on professional fees, and provisions for mandatory arbitration in case of disputes. This form is particularly beneficial for attorneys, partners, and legal assistants who require a structured agreement to manage client expectations and responsibilities effectively. Paralegals and associates might find it useful for ensuring compliance with confidentiality requirements and understanding fee structures. Legal assistants can utilize this form to facilitate documentation processes, ensuring that both parties acknowledge their respective rights and responsibilities.