Next Steps: Sign the client service agreement and investment policy statement

Thank you for generating a client service agreement. Please follow the steps below to finalize the paperwork process.

  1. Check your email inbox for an email from RightSignature
  2. Open the Client Service Agreement email and click the link to RightSignature
  3. Review the agreement and sign it. Once signed, an email will be sent to your client for signing. After the client signs, Brent Burns will sign and everyone will be emailed a copy of the signed agreement.
  4. 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 client service agreement and IPS, Asset Dedication will begin implementing so long as the custodial paperwork is in place.

All the best,

The Asset Dedication Team