The SEI Investment Advisory Agreement has been updated and is now available within Merrill Forms and is expected to be available in Docupace 07/15/2021.
The revision includes a new Total Advisory Fee section to indicate whether a new SEI account being established, or an existing SEI account being moved to ESI through an Advisory Firm change. If an existing account is being moved to ESI you will need to indicate the established fee in this section. The client signature section has also been revised so that the client is now only signing once.
TC121953(0721)1