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You will receive an email from Precise FP containing the Asset Management Agreement (AMA), but signing it is not mandatory before working with a potential client. You will also receive Form ADV, which is included in the AMA. This form serves as a brochure for Insight, consisting of two parts: Part One provides disclosures about key company information, including business practices, fees, and any past disciplinary actions; Part Two offers a narrative about the firm, detailing services, investment approaches, and potential conflicts of interest. If clients are married, each spouse must log into their own email to sign the agreement separately.