Internal Partnership Form

Letter of Agreement for FPANA Corporate Sponsors

The undersigned party (herein after “Partner”) hereby applies to become a Corporate Partner of the FPA North Alabama chapter under the terms of the “Corporate Partnership Program” (herein after “Program”) for the current partnership year. If Partner is accepted to the Program, Partner further agrees to a partnership contract term of one calendar year, payable upfront.
The FPA North Alabama chapter (herein after “FPANA”) strives to develop quality partnership relationships with partners who
have a long-term interest in supporting the financial planning industry. Partner understands that Program has the ultimate right to refuse acceptance to any party without recourse in its pursuit of that goal. All benefits are offered with the understanding that the Partner assumes the responsibility to use the benefits within the calendar year.
The Program limits the number of partners in a given year. Furthermore, the qualified partners shall represent a cross-section of the industry. In most cases the invitation has been extended to only a few qualified partners in each business category.

Responsibilities of the Partner will include:

  • Prompt payment of annual partnership fee ($ based on level selected)

  • Active participation in the education of our membership on your company’s products and services

  • Assume the responsibility to take advantage of the benefits to be used within the calendar year

  • Provide company logo, website address, contact name, phone and email for website and newsletter listings

  • Provide booth materials and set up at the annual FPANA Financial Planning Symposium


FPANA may:

  • At its sole discretion, accept, deny, non-renew, and/or terminate Partner for cause with no refunds or carry-overs

  • Schedule, reschedule, or cancel, at its discretion, meeting dates or presentations and will not be responsible for any

    Partner liabilities, financial or otherwise, arising from such actions

  • Change the partnership fee and/or benefits at renewal with a 30-day notice

Partner agrees to the above terms, and hereby applies for a partnership with FPANA: