Asset Management Agreement

The agreement for the management of customer assets

Our Asset Management Agreement is adapted to FinSA requirements and structured in such a way that other documents, such as the customer profile and the service provider's fact sheet, can be reused to limit the number of pages and increase the user experience.

How it works

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Charge your account (only for paid services).

Download the contract in Word format and fill it in according to your needs.

Contact us if you need support from a lawyer to complete the document.

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