Alabama Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.

• Category: Corporations - Public - Investments
• State: Multi-State
• Control #: US-EG-9186
• Format: Word; Rich Text

Description

Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association dated December 8, 1999. 4 pages The Alabama Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by U.S. Bank National Association to First American Insurance Portfolios, Inc. This agreement is specifically designed for investment advisory services in the state of Alabama. As per the agreement, First American Insurance Portfolios, Inc. engages the services of U.S. Bank National Association as its investment advisor for managing and advising on its investment portfolio. The agreement includes provisions for the scope of services, compensation, duration, termination, and other important aspects of the advisory relationship. Under this agreement, U.S. Bank National Association provides expert advice and guidance on investment strategies, asset allocation, risk management, and other investment-related decisions. They assist in the selection and monitoring of investment managers, as well as conducting due diligence on potential investments. The agreement ensures that U.S. Bank National Association acts in a fiduciary capacity, always acting in the best interests of First American Insurance Portfolios, Inc. They are obligated to provide services with the skill, care, and diligence expected from a prudent investment advisor. Different types of Alabama Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Association may include variations in terms of investment objectives, portfolio sizes, investment strategies, and any specific requirements unique to the client. These types may include: 1. General Investment Advisory Agreement: This is a standard agreement that encompasses a broad range of investment advisory services provided by U.S. Bank National Association to First American Insurance Portfolios, Inc. It covers all relevant aspects of the advisory relationship. 2. Customized Investment Advisory Agreement: This type of agreement caters to individualized requirements and preferences of First American Insurance Portfolios, Inc., tailoring the investment advisory services to specific investment goals, risk tolerances, or unique circumstances. 3. Discretionary Investment Advisory Agreement: In this agreement, First American Insurance Portfolios, Inc. grants U.S. Bank National Association discretionary authority to make investment decisions without seeking prior approval for each transaction. It allows for quicker execution of investment strategies as the advisor has the power to act on behalf of the client. 4. Non-Discretionary Investment Advisory Agreement: This type of agreement requires U.S. Bank National Association to obtain explicit approval from First American Insurance Portfolios, Inc. before executing any investment transactions. The client retains the final decision-making authority but benefits from the advisory services, research, and recommendations provided by U.S. Bank National Association. It is important for both parties to thoroughly review and understand the terms and conditions outlined in the Alabama Investment Advisory Agreement before entering into the partnership. Seeking legal advice is advisable to ensure compliance with relevant laws and regulations.

The Alabama Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by U.S. Bank National Association to First American Insurance Portfolios, Inc. This agreement is specifically designed for investment advisory services in the state of Alabama. As per the agreement, First American Insurance Portfolios, Inc. engages the services of U.S. Bank National Association as its investment advisor for managing and advising on its investment portfolio. The agreement includes provisions for the scope of services, compensation, duration, termination, and other important aspects of the advisory relationship. Under this agreement, U.S. Bank National Association provides expert advice and guidance on investment strategies, asset allocation, risk management, and other investment-related decisions. They assist in the selection and monitoring of investment managers, as well as conducting due diligence on potential investments. The agreement ensures that U.S. Bank National Association acts in a fiduciary capacity, always acting in the best interests of First American Insurance Portfolios, Inc. They are obligated to provide services with the skill, care, and diligence expected from a prudent investment advisor. Different types of Alabama Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Association may include variations in terms of investment objectives, portfolio sizes, investment strategies, and any specific requirements unique to the client. These types may include: 1. General Investment Advisory Agreement: This is a standard agreement that encompasses a broad range of investment advisory services provided by U.S. Bank National Association to First American Insurance Portfolios, Inc. It covers all relevant aspects of the advisory relationship. 2. Customized Investment Advisory Agreement: This type of agreement caters to individualized requirements and preferences of First American Insurance Portfolios, Inc., tailoring the investment advisory services to specific investment goals, risk tolerances, or unique circumstances. 3. Discretionary Investment Advisory Agreement: In this agreement, First American Insurance Portfolios, Inc. grants U.S. Bank National Association discretionary authority to make investment decisions without seeking prior approval for each transaction. It allows for quicker execution of investment strategies as the advisor has the power to act on behalf of the client. 4. Non-Discretionary Investment Advisory Agreement: This type of agreement requires U.S. Bank National Association to obtain explicit approval from First American Insurance Portfolios, Inc. before executing any investment transactions. The client retains the final decision-making authority but benefits from the advisory services, research, and recommendations provided by U.S. Bank National Association. It is important for both parties to thoroughly review and understand the terms and conditions outlined in the Alabama Investment Advisory Agreement before entering into the partnership. Seeking legal advice is advisable to ensure compliance with relevant laws and regulations.