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

General Agreement on Tariffs and Trade (GATT)

General Agreement on Tariffs and Trade (GATT)

A treaty adopted by the United Nations aimed at elimination of international trade barriers between member countries.


Equity contribution agreement

Equity contribution agreement

An agreement to contribute equity to a project under certain specified conditions.


Voluntary restraint agreement

Voluntary restraint agreement

Same as a VER.


Agreement in principle

Agreement in principle

The first document provided by an mortgage lender which shows any prospective seller that you can actually get a mortgage to cover the purchase price. It also provides a handy reference for some of the key features of your mortgage, and what your repayments will be for the introductory offer period, if there is one.


Agriculture Agreement

Agriculture Agreement

The agreement within the WTO that commits member governments to improve market access and reduce trade-distorting subsidies in agriculture.


Further Suggestions

Buttonwood Agreement
TRIPs Agreement
Purchase agreement
Lending agreement
Selected dealer agreement
Cash deficiency agreement
Subordination Agreement
Concession agreement
Bretton Woods Agreement
Bretton Woods Agreement
Investment agreement
Standby agreement
Association Agreement
Smithsonian Agreement
Lease purchase agreement
Canada-US Free Trade Agreement
Plurilateral agreement
Option agreement
Tax clawback agreement
Bilateral agreement
Tolling agreement
Standstill agreement
Rights Agreement (aka "Poison Pill")
Reciprocal trade agreement
Schengen Agreement


 
All rights Reserved. Do not copy without permission.