Agreement for Services of Investment Agent with Agent to Purchase and Sell Investments for the Benefit of Client - California 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date of the agreement at the top of the form. Next, fill in the name and address of both the Investment Agent and Client in their respective fields.
3. In the 'Purpose of Agreement' section, ensure that you clearly outline the investment objectives as authorized by both parties.
4. Specify the duration of the agreement by filling in start and end dates in the designated fields.
5. Complete Appendix A by listing all assets held for the Client, including their fair market values. This section is crucial for transparency regarding investments.
6. Review sections on management responsibilities, compensation, and termination clauses to ensure mutual understanding and agreement.
7. Finally, sign and date where indicated at the bottom of the document. Ensure both parties have signed before finalizing.

Start using our platform today to easily complete your Agreement for Services!