A TIAA Advisor Master Agreement – All You Need to Know
TIAA (Teachers Insurance and Annuity Association) is a well-known name when it comes to providing financial services to people working in the academic, research, medical and cultural fields. One of its services is TIAA Advisors, which provides investment advisory services to clients.
If you are a TIAA Advisors client or considering becoming one, you might come across the term « TIAA Advisor Master Agreement ». Here is everything you need to know about it.
What is a TIAA Advisor Master Agreement?
A TIAA Advisor Master Agreement is a legal agreement between TIAA Advisors and an individual, institution or other entity that wants to use TIAA Advisor`s investment advisory services. The agreement outlines the terms and conditions of the relationship between the advisor and the client.
What does the agreement cover?
The agreement covers various aspects of the relationship between TIAA Advisors and the client, including:
– Scope of services: The agreement specifies the types of investment advisory services that TIAA Advisors will provide to the client.
– Fee structure: The agreement outlines the fees that the client will pay for the investment advisory services provided by TIAA Advisors.
– Termination: The agreement specifies the circumstances under which either party can terminate the agreement.
– Representations and warranties: The agreement includes representations and warranties made by both parties regarding the services provided and the accuracy of information provided.
– Confidentiality: The agreement includes provisions for maintaining the confidentiality of the client`s information and the information provided by TIAA Advisors.
– Indemnification: The agreement includes provisions for indemnifying each other in case of any losses or damages suffered by either party as a result of the other party`s actions.
Why is the agreement important?
The TIAA Advisor Master Agreement is important because it sets out the terms and conditions of the relationship between TIAA Advisors and the client. It clarifies the services that will be provided by TIAA Advisors, the fees that will be charged, and the responsibilities of each party. It also protects both parties by clearly outlining their responsibilities and liabilities.
How can I get a copy of the agreement?
If you are a TIAA Advisors client and want a copy of the TIAA Advisor Master Agreement, you can request it from your TIAA Advisor. You can also find a copy of the agreement on the TIAA website.
In conclusion, a TIAA Advisor Master Agreement is an important legal document that outlines the terms and conditions of the relationship between TIAA Advisors and its clients. By understanding the agreement, you can ensure that you are aware of your rights and responsibilities as a client, and make informed decisions about your investments.