You can open the Investment Advisory Agreement Template in multiple formats, including PDF, Word, and Google Docs.
Investment Advisory Agreement Template Printable | Editable FormSample
[Name of the Advisor]
[Advisor’s ID]
[Advisor’s Address]
[Advisor’s Phone]
[Advisor’s Email]
[Name of the Client]
[Client’s ID]
[Client’s Address]
This document formalizes the investment advisory agreement established on [Contract Start Date], for the provision of professional investment advisory services.
The Advisor agrees to provide the following services: [Detail the advisory services such as portfolio management, investment strategy formulation, etc.].
The Client agrees to pay the Advisor a fee of [Percentage/Amount] based on [Specify calculation method, e.g., assets under management].
This agreement may be terminated with [Notice Period] written notice by either party under certain conditions: [Specify termination conditions].
Both parties shall maintain the confidentiality of sensitive investment and financial information.
The Client acknowledges and understands the risks associated with investment decisions, including potential loss of principal.
This agreement shall be governed by the laws of [Jurisdiction].
[Signature of the Advisor]
[Name of the Advisor]
[Signature of the Client]
[Name of the Client]
[Name of the Advisor]
[Advisor’s ID]
[Advisor’s Address]
[Advisor’s Phone]
[Advisor’s Email]
[Name of the Client]
[Client’s ID]
[Client’s Address]
This agreement outlines the investment advisory services that will be provided to the Client starting on [Contract Start Date].
The Advisor will offer services including: [List specific services such as investment research, risk assessment, etc.].
The Client shall compensate the Advisor with a fee of [Amount] payable on [Specify schedule, e.g., monthly, quarterly].
This agreement can be terminated by either party under the following conditions: [Specify conditions such as breach of contract].
Both parties agree to indemnify each other for claims arising from the negligence of the other party.
The Client acknowledges that investing involves risk and may not yield positive returns.
This agreement shall be governed and construed in accordance with the laws of [Jurisdiction].
[Signature of the Advisor]
[Name of the Advisor]
[Signature of the Client]
[Name of the Client]
Form
Please complete the form below to create the Investment Advisory Agreement Template. All fields must be filled out to ensure a clear and complete agreement. We provide examples to guide you through each step. Investment Advisory Agreement Template 1. Advisor Information 2. Client Information 3. Agreement Details 4. Scope of Services 5. Fees and Compensation 6. Risk Disclosure 7. Confidentiality Agreement 8. Termination Clauses 9. Acknowledgment of Terms 10. Declaration and Signatures
PDF
WORD
Investment Advisory Agreement Template Printable | Editable FormPrintable
