Next Steps: Client Service Agreement and Investment Policy Statement

Thank you for completing this form. Please follow the steps below to complete the signing process.

  1. Open the email from RightSignature
  2. Click the link
  3. Review the agreements and sign it
  4. Once you have signed, your clients will be sent an email from RightSignature asking them to review and sign the agreements.
  5. Once the clients sign the agreements, Asset Dedication will be asked to sign.

After Asset Dedication has signed the document, everyone will get an email confirming the completion of the document.