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Investment advisory contracts are legal documents that outline the relationship between the client and the investment advisor. They provide clear guidelines of what is expected of each party in order for your needs to be met.
To qualify as a REIT, a company must have the bulk of its assets and income connected to real estate investment and must distribute at least 90 percent of its taxable income to shareholders annually in the form of dividends.
An investment advisor is an individual or a firm that specializes in advising clients on the buying and selling of securities, in exchange for a fee. There are two ways this can happen. First, an investment advisory can offer their services by working directly with their clients to offer investment advice.
An advisor agreement is a legal document used between a company and an advisor they have hired. The legal agreements outlines the expectations and obligation between the two parties, including the role and responsibilities of the advisor, their compensation, confidentiality, and assignment of work.
The organization must be neither a financial institution nor an insurance company. The organization must meet certain requirements as to its income and investments. The organization must distribute at least 90 percent of its taxable income for the tax year to its shareholders.