Purpose and Scope of Services
This agreement outlines the terms and conditions for the investment consultancy services to be provided by Flourish Financial Services. The purpose of the company is to provide the Client with professional investment advice and recommendations on various investment opportunities.
Copmany Responsibilities
The Consultant agrees to provide the following services to the Client:
Analyze the Client’s financial situation, investment objectives, and risk tolerance to determine the most suitable investment strategies.
Provide the Client with investment advice and recommendations on various investment opportunities, including but not limited to stocks, bonds, mutual funds, portfolio management services, and alternative investments.
Regularly review and update the Client’s investment portfolio to ensure that it remains aligned with the Client’s investment objectives and risk tolerance.
Keep the Client informed of market trends and changes that may affect the Client’s investment portfolio.
Client’s Responsibilities
The Client agrees to the following responsibilities:
Provide the Consultant with accurate and complete information about the Client’s financial situation, investment objectives, and risk tolerance.
Follow the investment advice and recommendations provided by the Consultant in a timely manner.
Regularly review and update the Consultant on any changes to the Client’s financial situation or investment objectives.
Confidentiality and Non-Compete
The Consultant agrees to maintain the confidentiality of all information provided by the Client and will not disclose any such information to third parties without the Client’s prior written consent. The Consultant also agrees not to use any confidential information for personal gain or to compete with the Client.
Termination
Either party may terminate this agreement at any time by providing [30 days/60 days/90 days] written notice to the other party. Upon termination, the Consultant will promptly return all confidential information in its possession to the Client.
Limitation of Liability
The Consultant shall not be liable for any loss or damage arising from the Client’s investment decisions, and the Client assumes all responsibility for any such loss or damage.
Governing Law
This agreement shall be governed by the laws of [Governing Law].
Entire Agreement
This agreement constitutes the entire agreement between the parties and supersedes all prior negotiations, understandings, and agreements between the parties. Any amendment to this agreement must be in writing and signed by both parties.
Dispute Resolution
Any dispute arising out of or in connection with this agreement shall be resolved through [Arbitration/Mediation].
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