Where can I find my Membership Agreement?

XYPN doesn't require members to sign a contract to join our membership. However, we do have a Member Agreement that all members must read and accept upon application and joining the network.

Feel free to review the Member Agreement here!

Questions

Help! I'm being audited and regulators are asking for all of these documents!

• We know that it's typical for regulators to request service agreements that an advisor has with third parties, such as the custodian, billing platform, professional insurance, etc. XYPN is considered a third-party service provider.
• Members can explain to regulators that XYPN doesn't have members sign a contract to join. Members can provide a copy of their Initial Registration Contract (if IR was completed with the XYPN Compliance Team) as well as a copy of the Fiduciary Oath/ Fee-Only Promise that is signed upon joing membership. *You can request a copy of these documents by reaching out to the Membership Team at membership@xyplanningnetwork.com!
• Looking for your Due Diligence Documents from your tech stack vendors? At the bottom of each Tech Stack Knowledge Base article, you'll find these documents and other helpful information, too!