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Paperwork for Client or asset / fund management
05-Sep-2023 (In Startup Law)
I have a sole proprietorship firm for asset/fund management. I want to know what is the paperwork involved in legally saying that he/she is a client ? How I should I go about doing the paperwork for that client. Reply soon.
Hello,
As a sole proprietor/wealth management advisor, you can enter into agreements or Memorandum of Understanding with the client for providing them the asset/fund management service for protecting both party interests. Please contact us if you require assistance in drafting of the same.
As a sole proprietor/wealth management advisor, you can enter into agreements or Memorandum of Understanding with the client for providing them the asset/fund management service for protecting both party interests. Please contact us if you require assistance in drafting of the same.
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Adv. Roshni Lachhwani
Mumbai | 100+ Answers
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