Agreement used for any financial planning or service that you provide to a client. Clients can be billed an hourly or fixed rate. Portions of the agreement can be customized including a detailed explanation of the service that you are providing to the client. AFSIA must approve the contract prior to your presentation to the client.
AFS Investment Advisors, Inc. Form ADV Part II
This disclosure must be given to every client prior to them signing any contract or agreeing to any service. The disclosure also includes our privacy policy, business continuity plan, and code of ethics. A copy of the disclosure will be mailed to your client every year.