OneDigital - retirement Plan Investment Management Agreement - 06.01.2026 - SIGNED

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9
 
SIGNATURE PAGE 
B
y their signatures, below, the parties hereby indicate their acceptance of the terms and conditions set forth in this Agreement, including 
Schedules A and B and the Client Information Form .  In addition, each individual signatory warrants his/her authority to bind the 
respective party to this Agreement. 
F
or Client: 
S
ignature of Responsible Plan Fiduciary or Trustee: 
P
rinted Name:   
D
ate:   
S
ignature of Responsible Plan Fiduciary or Trustee: 
P
rinted Name:   
D
ate:   
Fo
r OneDigital: 
S
ignature of Investment Advisor Representative: 
P
rinted Name:  
D
ate:  
S
ignature of Investment Advisor Representative: 
P
rinted Name:  
D
ate:  
For Advisor Use Only: 
Copy of Agreement to Client:   4/14/2026 
Branch: OD1735 ARP/Clearview     
Advisor Rep Code: W6VN
Notes: Click or tap here to enter text. 
2026-01-20- CONGA – E – 3(38)