Common Contracts

2 similar Discretionary Portfolio Management Agreement contracts

Discretionary Portfolio Management Agreement
Discretionary Portfolio Management Agreement • May 22nd, 2025 • Delaware

This Portfolio Management Agreement (the “Agreement”) is made between Mostt Inc. (“Mostt”, “we”, “us”, “our”, or “Advisor”), a Delaware limited liability company and SEC registered investment adviser, and you (“you”, “your”, or “Client”), the person (i) accessing or otherwise making use of the segregated Invest module (the “Invest App”) within the Mostt app for mobile phone, tablet or other portable device (the “Mostt App”), which Invest module includes, without limitation, portfolio details and amounts, investment profile information, limited ETF and individual stock recommendation, Invest Account transaction history, tax information and trade details; (ii) registering for a Mostt Account (as defined below) through the Mostt App, and/or (iii) otherwise accessing or making use of our Service (as defined below). This Advisory Agreement concerns the Invest Account (defined below), managed by Mostt for the Client on a discretionary basis and pursuant to the Client’s authorization (“Invest

Discretionary Portfolio Management Agreement
Discretionary Portfolio Management Agreement • May 2nd, 2025 • Delaware

This Portfolio Management Agreement (the “Agreement”) is made between Mostt Inc. (“Mostt”, “we”, “us”, “our”, or “Advisor”), a Delaware limited liability company and SEC registered investment adviser, and you (“you”, “your”, or “Client”), the person (i) accessing or otherwise making use of the segregated Invest module (the “Invest App”) within the Mostt app for mobile phone, tablet or other portable device (the “Mostt App”), which Invest module includes, without limitation, portfolio details and amounts, investment profile information, limited ETF and individual stock recommendation, Invest Account transaction history, tax information and trade details; (ii) registering for a Mostt Account (as defined below) through the Mostt App, and/or (iii) otherwise accessing or making use of our Service (as defined below). This Advisory Agreement concerns the Invest Account (defined below), managed by Mostt for the Client on a discretionary basis and pursuant to the Client’s authorization (“Invest