You've decided to go live with XYIS and are feeling quite pleased when you get the biggest DocuSign packet ever created. 89 pages of sweet legal goodness. What the heck are you signing away with this document? We understand that a lot is coming at you here so below is a summary of what the go-live DocuSign packet contains.
The pieces of this document are simply the agreements or documents that are required to be delivered or signed to set up up as your investment partner and to sign you onto the RobustWealth platform. There is a lot in there but don't be overwhelmed. Feel free to check out the example packet for further details if you want to look at any section more closely. Below are all the documents that are part of the packet.
- XYIS Engagement Letter
- XYIS Subadvisory Agreement
- XYIS Non-Disclosure Agreement
- XYIS ADV Pt 2A
- RobustWealth Subadvisory Agreement
- Master Software License Agreement
- RobustWealth ADV Pt 2A
If you have any questions about these documents or their contents, please do not hesitate to reach out to us by email at firstname.lastname@example.org or to give us a call at (360) 301-7579. We look forward to hearing from you!