Next Steps: Finalize the client service agreement and IPS

Please follow the steps below to finalize the paperwork process.

  1. Check your email inbox for an email from Asset Dedication with the Client Service Agreement
  2. Review the agreement and have the client sign it
  3. Email the signed version to for countersigning
  4. Once countersigned, Asset Dedication will email a copy to you for your records
  5. Once the account is fully funded and ready to implement, click here and follow the instructions to complete an Investment Policy Statement

Upon receiving the signed IPS, Asset Dedication will begin implementing so long as the custodial paperwork is in place.

All the Best,

The Asset Dedication Team