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ADVISORY SERVICES AGREEMENT
OUR PLAN IS TO IMPROVE YOURS.
Page 5 of 5.vers.09.2015
By signing this Agreement, Client acknowledges receipt of CBIZ RPS’s Form ADV, Part 2
A and 2B, or their equivalents.
AGREED TO:
[Insert Client Name]
Client’s
Address
Client’s Address
Client’s Email Address
Telephone Number
Date (Month / Day / Year)
(If more than one, all Principals must sign. The capacity in which fiduciaries are acting should be indicated.)
By,
By,
Signature
Signature
Print Name and Title
Print Name and Title
BY:
ACCEPTED BY:
CBIZ Retirement Plan Advisory Services
CBIZ Retirement Plan Advisory Services
6050 Oak Tree Blvd. #500
Cleveland, Ohio 44131
Print name
| Advisory Representative
Signature
Signature
Print Name and Title
Date
6