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HarleyBabe

Admin Agreements with new client

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Hi Everyone - so I'm in the process of updating agreements and such for my clients.  Was wondering if anyone would be willing to share privately what they provide a new client as far as agreements, required fee disclosure.  Trying not to recreate the wheel but want to make certain I'm sending something reasonable.  I would not copy your template just want an idea of what other TPAs send.

Thank you.

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