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Client agreement |
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Client agreementA 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 MatchesCommodity agreementCommodity agreementSee international commodity agreement. Tolling agreementTolling agreementAn agreement to put a specified amount of raw material per period through a particular processing facility. For example, an agreement to process a specified amount of alumina into aluminum at a particular aluminum plant. Rights Agreement (aka "Poison Pill")Rights Agreement (aka "Poison Pill")An anti-takeover arrangement often established by a company in anticipation of a hostile takeover attempt. The company appoints a Rights Agent who will issue Rights certificates to each shareholder at the time of the takeover attempt. The shareholder may then exercise these rights to receive additional shares of stock and/or debentures, making the target company more expensive to acquire as a result of the additional shares outstanding, or the additional debt. Multilateral agreementMultilateral agreementAn agreement among a large number of countries. Equity contribution agreementEquity contribution agreementAn agreement to contribute equity to a project under certain specified conditions. Further SuggestionsThroughput agreementNote agreement European Monetary Agreement mortgage agreement in principle Partnership agreement Cartagena Agreement Plan agreement Schengen Agreement Fiscal agency agreement Subscription agreement General Agreement on Tariffs and Trade Cofinancing agreements Raw material supply agreement North American Free Trade Agreement (NAFTA) Canada-US Free Trade Agreement Smithsonian Agreement Forward rate agreement (FRA) Europe Agreement TRIPs Agreement Agriculture Agreement Voluntary restraint agreement tenancy agreement Preferred stock agreement Bilateral agreement Cash deficiency agreement |
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