Templates by Word

Financial Services Agreement

The Financial Services Agreement is a legally binding agreement made between a person seeking financial services and a professional financial advisor. The document lays down what all services the customer has subscribed for and the details of financial advice sought.

The document also describes the fees agreed by both the parties. Thelegal formalities mentioned in the document vary from state to state and identify critical elements like Fiscal Matters, Contract Details and Points of Contact etc.

Our ready-to-use document template allows you to draft this agreement with the pre-written legal framework containing all the law-abiding statements required for signing the agreement.

The template is available in a downloadable format that can easily be edited for revisions or the statements you’d want to add or subtract. Simply insert your specifics to finish off the drafting process. The document protects your interests by using attorney-checked and factually correct statements for maintaining legal authenticity.

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