HTK Investment Advisory Agreement for Selection of Third Party Investment Advisory Services Instructions
This form contains 10 fields organized into 5 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| First Client Signature | ||
| Client Printed Name | Text |
Please provide the client's full printed name.
|
| Client Signature Date | Date |
Please enter the date the client signed the agreement. Fill only if 'Client Printed Name' is filled.
Depends on:
Client Printed Name
|
| First HTK IAR Signature | ||
| HTK IAR Name | Text |
Please enter the printed name of the HTK Investment Adviser Representative.
|
| Date | Date |
Please enter the date the HTK Investment Adviser Representative signed the agreement. Fill only if 'HTK IAR Name' is filled.
Depends on:
HTK IAR Name
|
| Second Client Signature | ||
| Second Client Printed Name | Text |
Please provide the full printed name of the second client signing this agreement.
|
| Second Client Signature Date | Date |
Please provide the date the second client signed this agreement. Fill only if 'Second Client Printed Name' is filled.
Depends on:
Second Client Printed Name
|
| Second HTK IAR Signature | ||
| Second HTK IAR Name | Text |
Enter the printed name of the second HTK Investment Adviser Representative.
|
| Second HTK IAR Signature Date | Date |
Provide the date the second HTK Investment Adviser Representative signed the form. Fill only if 'Second HTK IAR Name' is filled.
Depends on:
Second HTK IAR Name
|
| Third HTK IAR Signature | ||
| Third HTK IAR Printed Name | Text |
Please provide the printed name of the third HTK Investment Adviser Representative.
|
| Third HTK IAR Signature Date | Date |
Please provide the date of the third HTK Investment Adviser Representative's signature. Fill only if 'Third HTK IAR Printed Name' is filled.
Depends on:
Third HTK IAR Printed Name
|