This document is an Investment Advisory Agreement that appoints the investment advisor as attorney-in-fact to the trustee. It details the duties and obligations of the investment advisor and provides indemnity to the advisor. It also spells out the duration and termination of the agreement and the governing law of the agreement.
The Kansas Investment Advisory Agreement is a legally binding contract between an investment advisor and a client in the state of Kansas. This agreement outlines the terms and conditions under which investment advisory services will be provided to the client. In the state of Kansas, there are different types of investment advisory agreements available, each catering to specific needs and preferences. Some of these agreements may include: 1. General Investment Advisory Agreement: This is the most common type of agreement where an investment advisor provides a range of investment advisory services to the client. It typically covers investment planning, portfolio management, financial analysis, and other related services. 2. Limited Scope Investment Advisory Agreement: This agreement is suitable for clients who require specialized advisory services or want to restrict the scope of the services provided. The agreement clearly defines the specific areas where the investment advisor will provide advice and assistance. 3. Wrap Fee Investment Advisory Agreement: A wrap fee agreement combines investment advisory and brokerage services into a single fee structure. Clients pay a bundled fee which covers advisory services, execution of trades, custody of assets, and other related services. 4. Discretionary Investment Advisory Agreement: This type of agreement grants the investment advisor discretionary authority to make investment decisions on behalf of the client. The advisor has the power to buy, sell, or make changes to the client's investment portfolio without obtaining explicit consent for each trade. 5. Non-Discretionary Investment Advisory Agreement: In this agreement, the investment advisor provides recommendations and advice to the client, but the client retains the final decision-making authority. The client must provide consent for each investment decision before it can be executed. The Kansas Investment Advisory Agreement typically includes essential information like the names and contact details of both parties, the scope of services provided, the fees and expenses associated with the advisory services, the duration of the agreement, termination clauses, and any other specific terms and conditions. Clients should carefully review the agreement before signing to ensure they completely understand the services being offered, fee structure, responsibilities of both parties, and any limitations or restrictions in the agreement. It is advisable for the client to consult legal and financial professionals if they have any questions or concerns regarding the Kansas Investment Advisory Agreement.The Kansas Investment Advisory Agreement is a legally binding contract between an investment advisor and a client in the state of Kansas. This agreement outlines the terms and conditions under which investment advisory services will be provided to the client. In the state of Kansas, there are different types of investment advisory agreements available, each catering to specific needs and preferences. Some of these agreements may include: 1. General Investment Advisory Agreement: This is the most common type of agreement where an investment advisor provides a range of investment advisory services to the client. It typically covers investment planning, portfolio management, financial analysis, and other related services. 2. Limited Scope Investment Advisory Agreement: This agreement is suitable for clients who require specialized advisory services or want to restrict the scope of the services provided. The agreement clearly defines the specific areas where the investment advisor will provide advice and assistance. 3. Wrap Fee Investment Advisory Agreement: A wrap fee agreement combines investment advisory and brokerage services into a single fee structure. Clients pay a bundled fee which covers advisory services, execution of trades, custody of assets, and other related services. 4. Discretionary Investment Advisory Agreement: This type of agreement grants the investment advisor discretionary authority to make investment decisions on behalf of the client. The advisor has the power to buy, sell, or make changes to the client's investment portfolio without obtaining explicit consent for each trade. 5. Non-Discretionary Investment Advisory Agreement: In this agreement, the investment advisor provides recommendations and advice to the client, but the client retains the final decision-making authority. The client must provide consent for each investment decision before it can be executed. The Kansas Investment Advisory Agreement typically includes essential information like the names and contact details of both parties, the scope of services provided, the fees and expenses associated with the advisory services, the duration of the agreement, termination clauses, and any other specific terms and conditions. Clients should carefully review the agreement before signing to ensure they completely understand the services being offered, fee structure, responsibilities of both parties, and any limitations or restrictions in the agreement. It is advisable for the client to consult legal and financial professionals if they have any questions or concerns regarding the Kansas Investment Advisory Agreement.
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.
