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You will receive an email from Precise FP containing the Asset Management Agreement (AMA). Signing this agreement is not mandatory before collaborating with a potential client. However, it is essential to send the Form ADV, which is included in the AMA. This document acts as a brochure, providing disclosures about key company information, including business practices, fees, and any past disciplinary actions. It consists of two parts: Part One outlines disclosures, while Part Two narrates the firm's services, investment approach, and potential conflicts of interest. If you are married, both spouses must log into their own email accounts to sign the agreement separately.