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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 MatchesCofinancing agreementsCofinancing agreementsJoint participation of the World Bank and other agencies or lenders in providing funds to developing countries. Plan agreementPlan agreementA document detailing the terms and conditions of a retirement plan such as an IRA. 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. Forward rate agreement (FRA)Forward rate agreement (FRA)Agreement to borrow or lend at a specified future date at an interest rate that is fixed today. Mortgage agreement in principleMortgage agreement in principleAn expression of a mortgage lender's willingness to enter into an agreement subject to other conditions being met, such as credit checks and a satisfactory property valuation. Further SuggestionsConcession agreementBilateral agreement Raw material supply agreement Buttonwood Agreement Cartagena Agreement General Agreement on Tariffs and Trade Smithsonian Agreement TRIPs Agreement Bretton Woods Agreement Standstill agreement Note agreement Revolving credit agreement Voluntary restraint agreement Schengen Agreement Europe Agreement Bond agreement Investment agreement Reciprocal trade agreement Equity contribution agreement Selected dealer agreement Double tax agreement North American Free Trade Agreement (NAFTA) Canada-US Free Trade Agreement Partnership agreement tenancy agreement |
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