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You will receive an email from Precise FP containing our Asset Management Agreement (AMA). Signing this agreement is not mandatory before working with a potential client. However, you are required to receive Form ADV, included in the AMA, which acts as a brochure providing essential disclosures about our company, including business practices, fees, and any past disciplinary actions. Part one covers key disclosures, while part two narrates our firm’s services, investment approach, and potential conflicts of interest. If you are married, each spouse must log into their own email account to sign the agreement separately.
