Client Services Agreement Sample Contracts
EQUITEX CAPITAL LIMITEDClient Services Agreement • November 14th, 2024
Equitex Capital Limited (hereafter the “Company”) is a limited liability company incorporated and registered under the laws of Seychelles, with Company number 8434948-1 and a registered address at CT House, Office 9A, Providence, Mahe, Seychelles. The Company is authorized and regulated by the Financial Services Authority in Seychelles (“FSA”) under the license number SD185 for the provision of the investment services specified in this Client Service Agreement (hereafter the "Agreement").
CLARK & MULLIGAN FUND SERVICES, LLC ----------------------------------- CLIENT SERVICES AGREEMENT ------------------------- This agreement, dated as of ________, 2002 is by and between Clark & Mulligan Fund Services, LLC ("C&M"), a Delaware limited...Client Services Agreement • June 12th, 2002 • Torrey International Strategy Partners LLC • New York
ContractClient Services Agreement • March 9th, 2023
Enclosed in this agreement you will find the legal documentation that has been prepared by PrimePay in order to service your account. It is very important you read all of the agreements prior to signing this document below. In Section 8 you will find several Power of Attorney Tax forms that must be completed and signed as well, if you elect to utilize PrimePay’s tax services. Once complete, this page and all relevant agreements and tax forms must be returned to your PrimePay representative or faxed back to your PrimePay local office with your signature below and your initials beside the Sections representing services to which you would like to subscribe. PrimePay has many other services which may require you to sign a separate agreement or to click and “accept” online Terms of Service or Terms of Use. By initialing the items below, I am stating that I have read and understand the attached agreements, and have the authority to sign them. By signing this document, I agree to the terms an
Client Services Agreement: Financial Planning and Investment Consultation ServicesClient Services Agreement • February 1st, 2024
This Client Services Agreement (“Agreement”) is entered into between the client identified on the signature page to this Agreement (“you” or the “Client”) and Glenda K. Moehlenpah, CPA d/b/a Financial Bridges (“we,” “us” “Financial Bridges” or the “Firm”) on the date it is executed by both parties on the signature page (the “Effective Date”). If you have any questions about the content of this Agreement, you should discuss them with us or your legal counsel before you sign this Agreement.
CLIENT SERVICES AGREEMENTClient Services Agreement • April 14th, 2025 • Delaware
ProCare Therapy, a d/b/a of New Direction Solutions, LLC (“ProCare” or the “Company”) and Newark Unified School District whose principal location is 5715 Musick Ave., Newark, CA 94560 (“Client”) enter into this non-exclusive Client Services Agreement (“Agreement”) for the purpose of referring and placing Consultants (“Consultants”) with Client. This Agreement shall govern the overall terms of the relationship, while a separate Client Assignment Confirmation for each placement will outline specifics as to bill rates, personnel, and assignment lengths.
Fund Account Client Services AgreementClient Services Agreement • March 1st, 2023 • Missouri
This Client Services Agreement is incorporated into and is part of the Account Authorization and Agreement Form (collectively, the “Services Agreement”) signed by one or more persons or entities (collectively, the “Client,” “me,” “my,” “I,” “we” or “our”) and constitutes a binding investment advisory contract between Edward D. Jones & Co., L.P. (“Edward Jones”) and me in order to establish Edward Jones Guided Solutions® Fund Account (“Guided Solutions”) services for my account (my “Account”). My “Account” refers to each nondiscretionary account managed by Edward Jones established to custody Guided Solutions assets at Edward Jones or to sub-custody assets on behalf of Edward Jones Trust Company (“EJTC”), and any brokerage account resulting from the termination of this Services Agreement. I am a natural person of legal age with the ability to enter into this Services Agreement or the representative of an entity with the authority to enter into this Services Agreement.
CLIENT SERVICES AGREEMENT ('CSA')Client Services Agreement • November 19th, 2024
We are CBSbutler Holdings Limited (company registration number 14941580) which has its registered office at 22 Gilbert Street, London, W1K 5HD,United Kingdom, including, for the purposes of these Terms, our branch offices and our subsidiary companies (as defined by s.1159 Companies Act 2006) or associated bodies corporate (as defined by s.256 Companies Act 2006) (throughout ‘we’, ‘us’, ‘our’ and ‘ours’).
ContractClient Services Agreement • September 4th, 2024 • Delaware
Soliant Health, LLC (hereafter referred to as “Soliant” or the “Company”), and Greenfield Union School District whose primary location is 493 El Camino Real, Greenfield, CA 93927 (hereafter referred to as “Client”) enter into this non- exclusive Client Services Agreement for the purpose of referring and placing its employees (“Consultants”) with Client. This Agreement shall govern the overall terms of the relationship, while a separate Assignment Confirmation (Addendum A) for each placement will outline specifics as to bill rates, personnel, and assignment lengths.
RAPLAB CLIENT SERVICES AGREEMENTClient Services Agreement • December 12th, 2019 • Nevada
This Client Services Agreement (“Agreement”) effective day of , 20 (the “Effective Date”), between Rapaport Laboratory LLC of 133 East Warm Springs Rd, Las Vegas, NV 89119, USA, (“RapLab” or “Rapaport Laboratories”) and
CLIENT SERVICES AGREEMENTClient Services Agreement • January 17th, 2025 • Anguilla
The Client (which may be a legal entity or a natural person) is requested to read this Client Services Agreement, (hereinafter the “Agreement”), as amended from time to time, which governs the relationship between the Client who has completed the Online Account Opening Procedure and the Company. By checking and/or ticking the respective acceptance checkbox during the Online Account Opening Procedure it is considered that the Client has read and understood the Company’s Legal Documents, the Risk Disclosure notice, as well as the terms and conditions contained herein, hence, accepted to enter into a legally binding Agreement with the Company.
Client Services Agreement (v. 10.23.2024)Client Services Agreement • November 11th, 2024
The purpose of this Client Services Agreement (“Agreement”) is to define the relationship and serve as a formal agreement between the client and the therapist at Creative Family Counseling (“CFC”). It is important for you to understand this Agreement. It defines the philosophy of counseling, parameters of confidentiality, and the fee agreement. It also defines your consent to counseling and other legal matters related to treatment at CFC. Please read this document in its entirety and ask your therapist about anything that is unclear to you. You will be asked to sign below indicating that you have read, understand, and accept the terms of this Agreement.
Client Services AgreementClient Services Agreement • March 27th, 2024 • New South Wales
In this agreement, references to ‘you’ means each account holder and owner of a holding, jointly and severally and any person who holds office in an entity which is a customer. References to ‘Futu’, ‘us’, ‘we’ or ‘our’ are references to Futu Securities (Australia) Ltd ACN 095 920 648, trading as Moomoo AU (Moomoo AU) or any of its Related Bodies Corporate (as defined in the Corporations Act 2001 (Cth) (Corporations Act) (Futu Group).
Client Services AgreementClient Services Agreement • December 20th, 2023
This document serves as the basis for a formal agreement between you as a client and The Connection Place. It is important for you to understand this agreement. Please read this document in its entirety and ask Jeremy Johnson about anything that is unclear to you. You will be asked to sign below indicating that you have read, understand, and accept the terms of this agreement. Once you sign this agreement, you become a client of The Connection Place. Your signature also documents that The Connection Place has informed you of our privacy practices and your rights under the Health Insurance Portability and Accountability Act (HIPAA). For more information on HIPAA, please see the Client Rights section below.
Richmond Creative Counseling, LLC 1900 Byrd AveClient Services Agreement • April 5th, 2022
Welcome to Richmond Creative Counseling (RCC). This document (the “Agreement”) contains important information about our professional services and business policies. It also contains summary information about the Health Insurance Portability and Accountability Act (HIPAA), a federal law that provides privacy protections and client rights, and Virginia Code § 32.1-127.1:03, a state law that regulates disclosure of medical records, with regard to the use and disclosure of your Protected Health Information (PHI) used for the purpose of treatment, payment, and health care operations.
Client Services AgreementClient Services Agreement • August 8th, 2023
Welcome to Auburn University Psychological Services Center (AUPSC). This document (the Client Services Agreement) contains important information about the professional services and business policies at AUPSC. It also contains summary information about the AUPSC’s Privacy Notice, which summarizes privacy protections and client rights with regard to the use and disclosure of your health information for the purpose of treatment, payment, and health care operations. As the AUPSC does not accept insurance, the Center does not serve as a covered-entity that operates under HIPAA. Still, the AUPSC upholds and adheres to the privacy standards of a covered entity. Thus, AUPSC provides you with a Notice of Privacy Practices (the Privacy Notice) for use and disclosure of health information for treatment, payment, and health care operations. The Privacy Notice is available on our website and will be given to you in person and/or via email, which explains our privacy practices and its application to
Susan Price Saylor, LISWClient Services Agreement • November 8th, 2019
CLIENT SERVICES AGREEMENTClient Services Agreement • March 31st, 2022
This Agreement is made and entered into on _____________________ (“Effective Date”) by and between Back Office Staffing Solutions, LLC (“Company”), ____________________________ (“Partner”), and ____________________________ (“Client”) (collectively, the “Parties”).
TCG 403(b) Program Terms & ConditionsClient Services Agreement • May 18th, 2022 • Texas
This client services agreement (“Agreement”) is between TCG Administrators, LP (“TCG”) and each person named as a client (“Client”) on the application for the individual investment tax deferred program in which the Client has indicated he or she wishes to participate on the application (the “Program”).
TERMS AND CONDITIONSClient Services Agreement • April 21st, 2022
ContractClient Services Agreement • June 5th, 2025 • Delaware
Sunbelt Staffing, LLC (hereafter referred to as “Sunbelt” or the “Company”) and Meridian School District 505 whose location is 214 W Laurel Rd, Bellingham, WA 98226 (hereafter referred to as “Client”) enter into this non- exclusive Client Services Agreement for the purpose of referring and placing Consultants (“Consultants”) with Client. This Agreement shall govern the overall terms of the relationship, while a separate assignment confirmation for each placement will outline specifics as to bill rates, personnel, and assignment lengths.
Client Services AgreementClient Services Agreement • April 26th, 2022 • Hong Kong
This Agreement specifies the terms and conditions upon which CLSA Premium International (HK) Limited ("CLSA Premium") whose principal place of business is at Suite 810, Level 8, One Pacific Place, 88 Queensway, Hong Kong, will provide leveraged foreign exchange trading services to the Client. 本協議訂明CLSA Premium International (HK) Limited (“CLSA Premium”)向客戶提供槓桿式外匯買賣服務的章則，CLSA Premium的主要營業地點位於香港金鐘道88號太古廣場一座8樓810室。 1. INTRODUCTION1.1 CLSA Premium (CE No. ALB893) is licensed by the Commission to carry on the business of leveraged foreign exchange trading under the Securities and Futures Ordinance. 1. 引言1.1 CLSA Premium (CE編號：ALB893) 獲證監會許可根據證券及期貨條例經營槓桿式外匯買賣業務。 1.2 This Agreement, the Client Information Statement, any account- opening form and every Contract shall together constitute a single agreement between the Client and CLSA Premium. 1.2 本協議、客戶資料報表、任何開戶表格及每份合約合併構成客戶與CLSA Premium單一份協議。 2. DEFINITIONS AND INTERPRETATION2.1 In this Agreement, unless a contrary intention appears : 2. 定義及釋義
TABULERA, INC. CLIENT SERVICES AGREEMENTClient Services Agreement • June 10th, 2021 • California
This Client Services Agreement (“Agreement”), as signed and dated on the preceding Order Form (the “Order Form”), by and between Tabulera, Inc., a Delaware corporation, dba Tabulera, Inc. Administrator, a California Department of Insurance Registered Administrator (License # 0M90032), with its principal office at 5994 W. Las Positas Blvd., Suite 117, Pleasanton, CA 94588 (“Tabulera”), is entered into for the Services (as defined herein) and subscription to the Tabulera Portal (as defined herein).
CLIENT SERVICES AGREEMENT (the “Agreement”)Client Services Agreement • September 22nd, 2022 • Hawaii
This Agreement is made effective as of DATE PURCHASED, by and between Mastering Mompreneurship LLC (hereinafter referred to as the “Coach or Company”) and (as listed above) CLIENT NAME (hereinafter referred to as the “Client”). The Client and the Coach or Company will collectively be referred to herein as the “Parties”.
CJC Markets Co., Limited Client Services AgreementClient Services Agreement • April 29th, 2022
This Client Services Agreement comprises of the Account Application (Part 1) and the Terms and Conditions (Part 2). It is important that you read and understand the contents of both parts before completing this application. You are advised to seek professional advice if in doubt.
Client Services Agreement (v. 3.15.2022)Client Services Agreement • March 16th, 2022
The purpose of this Client Services Agreement (“Agreement”) is to define the relationship and serve as a formal agreement between the client and the therapist at Creative Family Counseling (“CFC”). It is important for you to understand this Agreement. It defines the philosophy of counseling, parameters of confidentiality, and the fee agreement. It also defines your consent to counseling and other legal matters related to treatment at CFC. Please read this document in its entirety and ask your therapist, about anything that is unclear to you. You will be asked to sign below indicating that you have read, understand, and accept the terms of this Agreement.
ContractClient Services Agreement • May 1st, 2019
Welcome to our practice! This document (the Agreement) contains important information about our professional services and business policies. It also contains information about the Health Insurance Portability and Accountability Act (HIPAA), a federal law that provides privacy protections and client rights with regard to the use and disclosure of your Protected Health Information (PHI) for the purpose of treatment, payment, and health care operations. HIPAA requires that we provide you with a Notice of Privacy Practices (the Notice). The Notice is attached to this Agreement and explains the application of HIPAA to your PHI in greater detail. The law requires that we obtain your signature acknowledging that we have provided you with this information at the end of this session. Although these documents are long and sometimes complex, it is very important that you read them carefully. We can discuss any questions you have about the procedures. When you sign this document, it will represent
ContractClient Services Agreement • July 4th, 2024
ContractClient Services Agreement • January 6th, 2021
Unified Managed Account (UMA) Models Client Services AgreementClient Services Agreement • July 18th, 2022 • Missouri
This Client Services Agreement is incorporated into and is part of the Account Authorization and Agreement Form (collectively, the “Services Agreement”) signed by one or more persons or entities (collectively, the “Client,” “me,” “my,” “I,” “we” or “our”) and constitutes a binding investment advisory contract between Edward D. Jones & Co., L.P. (“Edward Jones”) and me in order to establish Edward Jones Advisory Solutions® Unified Managed Account (“UMA”) Models services for my account (my “Account”). My “Account” refers to each discretionary account managed by Edward Jones established to custody Advisory Solutions UMA Models assets at Edward Jones or to sub-custody assets on behalf of Edward Jones Trust Company (“EJTC”), and any brokerage account resulting from the termination of this Services Agreement. I am a natural person of legal age with the ability to enter into this Services Agreement or the representative of an entity with the authority to enter into this Services Agreement.
Edward Jones Select Retirement Account Client Services AgreementClient Services Agreement • July 25th, 2024 • Missouri
This Edward Jones Select Retirement Account Client Services Agreement (“Agreement”) is incorporated into and is part of the Account Authorization and Agreement Form (collectively the “Services Agreement”), signed by one or more persons or entities (collectively the “Client,” “me,” “my,” “I,” “you” or “your”), and constitutes a binding contract between Edward D. Jones & Co.,
CLIENT SERVICES AGREEMENTClient Services Agreement • April 6th, 2021 • Connecticut
Service Provider and Client desire to enter into this Agreement to set forth the terms and conditions on which Service Provider will provide services to Client from time-to-time. Therefore, in consideration of the mutual promises contained herein, the parties hereto agree as follows:
The individual or entity specified in the Credit Card Authority Form as entering into this agreement (Client, You, Your)Client Services Agreement • June 29th, 2021 • Queensland
You agree to this agreement (including any Schedules as incorporated) by executing this agreement by signature, by clicking “I accept” (or equivalent) where indicated in Hoplon’s platform, portal or website, or providing Hoplon with instructions to undertake the Services once having an opportunity to view this agreement.
Client Services AgreementClient Services Agreement • February 6th, 2015
This Client Services Agreement together with any Schedule(s), and accompanying documents (together, referred to as the “Agreement”) set out the basis on which Jefferies Singapore Limited (“Jefferies Singapore”, “we”, “our” or “us”) may provide broking and clearing services to you, our client (the "Client" or "you"). The terms provided herein are legally binding on you, your respective successors and permitted assigns. Jefferies Singapore is entitled to rely on the information, authorities and signatures provided under the terms of the Agreement, and you undertake to inform Jefferies Singapore immediately of any changes in such information, authorities and signatures. Jefferies Singapore shall not be deemed to have knowledge of any such changes until receipt of written notice from you or your authorised signatories (as appropriate) of such changes.
Sunbelt Staffing, LLC (hereafter referred to as “Sunbelt”) and whose location is (Client Name) (Street Address) Oxnard CA 93030 (City, State, Zip)Client Services Agreement • June 25th, 2021 • Delaware
enter into this non-exclusive Client Services Agreement for the purpose of referring and placing Consultants (“Consultants”) with Client. This Agreement shall govern the overall terms of the relationship, while a separate Assignment Confirmation (Addendum A) for each placement will outline specifics as to bill rates, personnel, and assignment lengths.
Client Services AgreementClient Services Agreement • May 27th, 2009 • New Mexico
with phone number and Cole Financial Consulting, LLC (“CFC”, “advisor”, “us”) located at 24 Canada Vista Drive, Sandia Park, NM 87047 regarding the services CFC will provide you. If you have any questions about the content or purpose of this Agreement we should discuss them before you sign this Agreement.