Client Agreement

NamePriceBuy
Assignment/Change of Ownership - Client Letter - Confirmation of New Owner After 60 Day Notice with 45 Day Rescission - No Response$200.00
Client Letter - Assignment/Change of Ownership - Assignment of Client Agreement to New Firm (Started by Reps at Old Firm)-No Response$200.00
Client Letter - Assignment/Change of Ownership - Confirmation of Assignment of Advisory Agreement after Initial 60 Day Notice$100.00
Reviewing and Updating Investment Adviser Client Agreements$69.95