Financial Services Agreement

Ready for a little financial guidance? A financial services agreement is a contract between you and your financial advisor. You can use it to outline the business relationship and help ensure that everyone is on the same page with regard to fiscal matters, points of contact and service fees. Create a financial services agreement in no time—RocketLawyer.com will guide you through it. In a few short steps you'll have a legal document both parties can sign.

Use the Financial Services Agreement document if:

• You're hiring a financial advisor to manage your money.
• You're being hired as a financial advisor by an individual or business.