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Financial Advisory Service Agreement Template

Financial Advisory Service Agreement Template 2025

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The Financial Advisory Service Agreement outlines the terms and conditions under which a financial advisor (the 'Advisor') provides advisory services to a client (the 'Client'). It includes definitions of key terms, a detailed scope of services such as financial planning and investment advice, fee structures, payment terms, confidentiality obligations, liability limitations, and dispute resolution processes. The agreement emphasizes that the Advisor does not guarantee specific results and clarifies the responsibilities of both parties.

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