And Terms of Business 2025

See details

4.6 out of 5

54 votes

The document outlines the Registration Application Form and Terms of Business for the Wealthtime Private Client Service, detailing the requirements for financial advisers to register and provide services to clients. It includes sections on organizational details, declarations, definitions, authorizations, and the relationship between Wealthtime and financial advisers. The terms cover aspects such as commission payments, compliance with applicable laws, data usage, indemnity provisions, and termination conditions. Overall, it establishes a framework for financial advisers to act as intermediaries in facilitating client investments through Wealthtime.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to change And Terms of Business online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making changes to your documentation takes just a few simple clicks. Make these fast steps to change the PDF And Terms of Business online free of charge:

Sign up and log in to your account. Log in to the editor using your credentials or click on Create free account to test the tool’s functionality.
Add the And Terms of Business for editing. Click on the New Document option above, then drag and drop the file to the upload area, import it from the cloud, or via a link.
Alter your template. Make any changes needed: add text and pictures to your And Terms of Business, underline details that matter, remove sections of content and substitute them with new ones, and insert icons, checkmarks, and areas for filling out.
Complete redacting the template. Save the modified document on your device, export it to the cloud, print it right from the editor, or share it with all the people involved.

Our editor is super intuitive and effective. Try it now!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the terms of business?

The main objective of business terms is the definition of key business information that is used in day-to-day business operations and analysis. Business terms also help to understand information that is used by IT assets by allowing traceability between business terms and IT assets.

What are the 7 steps of a business?

The 7 stages of a business life cycle are conception, start-up, the early stage, growth, rapid growth, the maturing stage, and innovate or decline. If you want your small business to succeed, you must understand how each stage works and what to do during those stages to win.

What is the general term for a business?

Enterprise can be used as a general term for a business, company, or any other for-profit venture.

What are company terms?

Terms and conditions, often referred to as TCs, are a set of rules and guidelines that govern the relationship between a company or website and its users. They outline the rights, obligations, and responsibilities of both parties.