LFM Investment Portfolio CA (New)
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1. Reference<br />
1.1. The following reference is assigned to this agreement and should be used in conjunction with<br />
any communications regarding the services to be provided:<br />
2. Parties to this agreement<br />
2.1. This agreement is made between Leabold Financial Management Ltd (referred to variously<br />
in this agreement as ‘the Company’, ‘we’, ‘us’, ‘our’) and the following (referred to in this<br />
document as ‘the Client(s)’, ‘you’, ‘your’):<br />
3. Primary Contact<br />
3.1. The Company will deal with the following individual as the Primary Contact and classify its<br />
dealings with the Clients(s) in accordance with that individual’s understanding and previous<br />
experience of relevant financial matters:<br />
4. Designated Adviser<br />
4.1. The Company has designated the following individual to act in this capacity:<br />
4.2. F<strong>CA</strong> regulations require the Adviser to hold an approved qualification and statement of<br />
professional standing.<br />
4.2.1. The relevant qualifications held by the Adviser are:<br />
Qualification Awarding Body Date Awarded<br />
Page 2 of 15 <strong>LFM</strong> Customer Agreement - <strong>Investment</strong> <strong>Portfolio</strong> Service 01/01/2022
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