Franklin Ohio Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company is a comprehensive document that outlines the terms and conditions of the services provided by both entities in the Franklin, Ohio area. This agreement is vital in establishing a clear understanding and defining the responsibilities, rights, and obligations of all parties involved. Keywords: Franklin Ohio, Service Agreement, Morgan Stanley Dean Witter Advisors, Morgan Stanley Dean Witter Services, terms and conditions, responsibilities, rights, obligations. The Franklin Ohio Service Agreement includes various types tailored to cater to specific needs and requirements. These agreements ensure that clients receive personalized services and may include: 1. Investment Advisory Service Agreement: This agreement outlines the scope of services provided by Morgan Stanley Dean Witter Advisors, Inc. as an investment advisor to clients in Franklin, Ohio. It includes details related to portfolio management, financial planning, asset allocation, and investment recommendations according to the client's investment goals and risk tolerance. 2. Wealth Management Service Agreement: This type of service agreement focuses on comprehensive financial management services provided to high-net-worth individuals in Franklin, Ohio. It encompasses a broader range of services like estate planning, tax management, charitable giving strategies, retirement planning, and personalized solutions to address the client's unique financial requirements. 3. Brokerage Service Agreement: Specifically designed for clients who would like to engage in securities trading activities, the brokerage service agreement outlines the terms and conditions governing the client's trading account. It covers the execution of buy and sell orders, establishment of trading limits, and fees associated with brokerage services provided by Morgan Stanley Dean Witter Services Company in Franklin, Ohio. 4. Financial Planning Service Agreement: This agreement focuses on providing standalone financial planning services to clients in Franklin, Ohio. It details the range of financial planning services available, such as cash flow analysis, goal setting, retirement planning, risk management, and education funding strategies. 5. Custodial Service Agreement: Designed for clients who wish to retain custody of their assets while utilizing certain financial services, the custodial service agreement outlines the terms and conditions governing the safekeeping, record-keeping, and reporting of client assets in Franklin, Ohio. Morgan Stanley Dean Witter Services Company acts as the custodian and provides periodic statements and reporting to the client. These are just a few examples of the Franklin Ohio Service Agreements between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company. Each agreement is tailored to meet the specific needs and objectives of clients in Franklin, Ohio, providing them with personalized financial services and investment solutions.
Franklin Ohio Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company
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