Service Arrangements. You may enter into service arrangements with affiliated and non-affiliated registrants, some of whom may be related registrants to Assante Connect, so that you may receive, among other things, financial planning advice or tax planning services. Subject to your direction, Assante Connect may collect from your account and pay a fee to the service provider. If you enter into a service arrangement and direct Assante Connect to pay a fee to a third party service provider, this fee will be in addition to the investment management fee.
Appears in 2 contracts
Sources: Managed Account Agreement, Managed Account Agreement