Next Steps: Finalize the client service agreement

Thank you for completing the meeting preparation wizard. Please follow the steps below to finalize the paperwork process.

  1. Check you email inbox for an email 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. Lastly, please click here and complete the IPS

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