Client agreement

 

Home
Site Map
Add Term
Search
About Us
Contributors

Client agreement

A document issued by an adviser/broker to a client outlining the basis of the relationship and the services for which the adviser/broker is authorised. In particular the client agreement will sate:what the client's investment objectives are (income or growth, or in between)what the client's attitude to risk is (does he/she want low risk, medium risk, or high risk)how much discretion the broker has in portfolio management (if any).Client agreements are legally required before a broker starts acting on behalf of a client.



Similar Matches

ABC agreement

ABC agreement

A contract between an employee and a brokerage firm outlining the rights of the firm purchasing an NYSE membership for that employee.


Knock for knock agreement

Knock for knock agreement

Although it currently rarely applies, this is a motor insurance term describing an agreement between insurance companies where each pays the claims of its own clients following an accident. This principle applies irrespective of blame and seeks to save time and expense. One of the parties involved in such circumstances may however seek to sue the other and if successful may claim from the other's insurers.


TRIPs Agreement

TRIPs Agreement

The agreement negotiated in the Uruguay Round that incorporated issues of intellectual property into the WTO. It provides a set of minimum standards for intellectual property protection to which all but the poorest member countries of the WTO must conform.


Tenancy agreement

Tenancy agreement

An agreement (lease) whereby land/property is leased by the owner (lessor) to a tenant (lessee).


Bretton Woods Agreement

Bretton Woods Agreement

An agreement made in Bretton Woods, USA in 1944 which established a post war fixed currency rate between countries and subsequently the International Monetary Fund (IMF). The fixed exchange rate functioned until the early 1970's when it was replaced by a floating exchange rate.


Further Suggestions

Reciprocal trade agreement
Canada-US Free Trade Agreement
Purchase agreement
General Agreement on Tariffs and Trade
Fiscal agency agreement
Agreement in principle
General Agreement on Tariffs and Trade (GATT)
Standstill agreement
Concession agreement
Preferred stock agreement
Revolving credit agreement
Lease purchase agreement
Lending agreement
Underwriting agreement
Europe Agreement
Tax clawback agreement
Voluntary restraint agreement
Subscription agreement
Selected dealer agreement
Buttonwood Agreement
Bond agreement
Tolling agreement
Smithsonian Agreement
Standby agreement
Note agreement


 
All rights Reserved. Do not copy without permission.