Financial advisors and their clients use Financial Services Agreements as a means of defining the scope of services to be performed. As a result of this agreement, all signers are more likely to have the same set of expectations in relation to fiscal matters. Unlike a blank template that you may download from another website, each Financial Services Contract that is built on Rocket Lawyer comes with the option of Document Defense ® , so an attorney in our network can review the situation and take action if you don't receive payment or have another issue.
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