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Wayne Leggett,
Co-Principal
Paramount Wealth Management
This sample client service agreement sets out the Services you will provide to clients as part of your ongoing relationship. This is documented in the form of an agreement that would form part of the client’s SOA, or could be a standalone document. The Template is in the form of a Microsoft Word document.
When your payment has been confirmed you will receive an email from us with a link to download your letter template (within 48 hours).