Common Contracts

MODEL MARKETPLACE AGREEMENT

Marketplace Agreement • April 3rd, 2023 • California

• Contract Type
  Marketplace Agreement
• Filed
  April 3rd, 2023
• Jurisdiction
  California

This Model Marketplace Agreement (“Agreement”) is made as of the Effective Date set forth below by and between Altruist LLC (“Altruist”) and the registered investment adviser firm executing this Agreement (“Advisor”), each a “Party” and together, the “Parties.” This Agreement shall become effective as of the date Altruist accepts the Agreement, which may be reflected on internal documents maintained by Altruist (the “Effective Date”).

MODEL MARKETPLACE AGREEMENT

Marketplace Agreement • May 1st, 2022 • California

• Contract Type
  Marketplace Agreement
• Filed
  May 1st, 2022
• Jurisdiction
  California

This Model Marketplace Agreement (“Agreement”) is made as of the Effective Date set forth below by and between Altruist LLC (“Altruist”) and [ADVISOR] (“Advisor”), each a “Party” and together, the “Parties.” This Agreement shall become effective as of the date Altruist accepts the Agreement, which may be reflected on internal documents maintained by Altruist (the “Effective Date”).