An Ongoing Service Agreement is used by financial planners to document confirmation that a client has 'opted-in' to receive ongoing financial advice over a defined period of time.
An Ongoing Service Agreement is an administrative document often provided to clients by a professional service prior to the delivery of their service.
A standard Ongoing Service Agreement Template should include:
This Ongoing Service Agreement template can be used by a range of professionals looking to save time and streamline the process of onboarding clients.
While the template provides a solid framework for producing an Ongoing Service Agreement document, you can also tailor areas of the template, like the service package text, to suit your unique offerings and needs.
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