The Consultant is solely responsible for all financial liabilities to the Consultant`s employees, vendors and other creditors. The Client shall in no way be liable for any debts or financial debts of the Consultant. A financial advisor agreement describes the approvals given to an advisor by his or her client for the purpose of drafting a legal advice agreement. For individuals, the advisor can provide tax planning, investment advice and a budget on how much to save monthly. For companies, the consultant will help create a plan to increase profitability by streamlining the business model. A financial advisor acting as an advisor may be a licensed person or a non-licensed person. The Client undertakes to cooperate with the Consultant and to instruct him to provide the services defined in this Agreement. The Advisor accepts this contractual relationship and undertakes to provide the financial advisory services listed in accordance with the terms of this Agreement and undertakes to perform the tasks listed to the best of its ability. By signing below, both parties agree to enforce and maintain the full terms of this Agreement until it expires or is otherwise terminated by either party. 6.
Exclusivity; performance; Confidentiality. The consultants` services under this Agreement are not exclusive, and the Consultants and their agents may provide similar or different services to other persons or organizations, whether or not they are competitors of the Client. The Consultants agree that they will at all times faithfully and professionally perform all tasks that may reasonably be required of the Consultants under the terms of this Agreement. Consultants are required to devote only the time necessary to serve the client in an economically reasonable manner. The Consultants do not guarantee that their efforts will have an impact on the Client`s business or that there will be a specific result or improvement in the Consultants` efforts. Consultants acknowledge and agree that confidential and valuable information held by the Client and obtained by the Client during the Client`s assignment may not be disclosed, directly or indirectly, without the Client`s prior express written consent, unless such information is generally known to the public or is not otherwise secret and confidential. This type of consultant position has an extremely wide range of salary options, depending on the consultant`s experience, the company they work for, the city/state, and the specific services they offer. Some consultant salaries may be over $150,000, while others may be as low as $23,000.
The Client undertakes not to circumvent or otherwise circumvent this Agreement in order to avoid paying any fees to the Advisor. In addition, the Client undertakes to make reasonable efforts to regularly inform the Consultant of the legal, market and commercial environments related to the Client`s business activities. The Client must inform the Consultant of any new contract, commitment or other arrangement with a private or public entity and provide the Consultant with copies of the exact documents. This Agreement is intended to govern the business relationship between [Sender.Company] and [Client.Company]. [Sender.Company] provides financial advisory services to [Client.Company] during the term of this Agreement in accordance with the rates and conditions set forth below. The Consultant cannot at any time be considered an employee, representative or partner of the Client. The Consultant does not have the authority or authority to enter into additional contracts or agreements on behalf of the Client at any time. The consultant acknowledges having knowledge of and access to non-public information within the meaning of federal law. Accordingly, the Advisor undertakes not to make purchases or sales of The Client`s Shares and will use reasonable efforts to protect such information and prevent it from reaching third parties unless the Client has previously authorised it. In addition, the Advisor agrees not to include or disclose such information in financial statements for public distribution, including annual reports, press releases and investor communications.
Financial advisors do not need a license to provide financial advice. however, they must acquire certain securities licences if they wish to sell investment products. Series 65 License Search – If a financial advisor holds a Series 65 license, they can legally purchase shares and bonds on behalf of another person. Otherwise, a financial advisor can only act in an advisory capacity. b. The Client`s activities and operations have been and will be carried out in all material respects in accordance with all applicable laws, rules and regulations of all authorities relating to the Client or its real estate, assets, transactions or interested parties. The performance of this Agreement will not result in any breach or omission or result in the imposition of any lien or charge on the Customer`s property or cause acceleration under any agreement, arrangement or other instrument to which Customer is a party or to which its assets are linked. .
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