Investment / Distribution Advisor Agreement
Documents the advisorโs role, authority, fiduciary status, fees, reporting and removal, to pair with a directed trust.
What you get
- A completed document built from your answers (about 8 questions)
- Download as PDF and editable Word (.docx)
- Saved in your Corplys dashboard โ re-download any time
- Edit your answers and regenerate as often as you like
What weโll ask
- Details
This is a legal document template, not legal advice. Corplys is not a law firm. Laws vary by state; consider having an attorney review important documents.