Description
Ensure clarity and legal security in your advisory relationships with our Investment Adviser Representative Agreement template. This professionally drafted document is essential for delineating the roles, responsibilities, and obligations between an investment adviser and their representatives. Ideal for registered investment advisers (RIAs), financial consultants, and advisory firms, this template provides a comprehensive framework for the working relationship, covering compensation, compliance, confidentiality, and termination terms. Download now to establish clear guidelines and protect your business interests.
