Client agreement

 

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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.



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Further Suggestions

Partnership agreement
mortgage agreement in principle
Reciprocal trade agreement
Revolving credit agreement
Concession agreement
Purchase agreement
Schengen Agreement
General Agreement on Tariffs and Trade
Tolling agreement
General Agreement on Tariffs and Trade (GATT)
Franchise agreement
License agreement
Europe Agreement
Multilateral agreement
Smithsonian Agreement
TRIPs Agreement
Plan agreement
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Bretton Woods Agreement
Lending agreement
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Voluntary restraint agreement
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