The California Sub-Advisory Agreement is a legal contract entered into between BNY Hamilton International Equity fund (referred to as the "Fund") and IndyCar, a subsidiary of Crédit Agricole. This agreement outlines the terms and conditions under which IndyCar will act as a sub-advisor to the Fund in managing its international equity investments within the state of California. The agreement is designed to ensure a clear understanding of the roles, responsibilities, and obligations of both parties involved. It identifies the specific investment objectives, investment strategies, and guidelines that the sub-advisor must follow when managing the Fund's assets within the California market. Key aspects outlined in the California Sub-Advisory Agreement include: 1. Scope of Authority: The agreement stipulates the extent of IndyCar's authority to make investment decisions on behalf of the Fund within the California market. It clarifies that the sub-advisor must adhere to the stated investment policies, objectives, and strategies set forth by the Fund. 2. Compliance and Regulatory Framework: The agreement emphasizes the need for compliance with all applicable laws, rules, and regulations governing investment activities within the state of California. It includes provisions requiring the sub-advisor to maintain necessary licenses and registrations as required by relevant regulatory bodies. 3. Reporting and Communication: The agreement establishes reporting requirements, specifying the frequency and format of reports that IndyCar must deliver to the Fund. It ensures regular communication and transparency between the parties, allowing for proper monitoring and evaluation of the investment performance. 4. Compensation and Fees: The agreement addresses the compensation structure, detailing the sub-advisor's fee in managing the Fund's assets within California. It clarifies how and when the fees will be calculated, invoiced, and paid. 5. Termination and Transition: In the event of termination or expiration of the agreement, the process for transitioning the sub-advisor's responsibilities back to the Fund or a successor sub-advisor is defined. It includes provisions for the orderly wind-up or transfer of investment positions and the return of any necessary documents or data. It is worth noting that there may be different types of California Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar. These variations might include agreements tailored to specific investment strategies, asset classes, or geographic focus within California. Each variation would have its own unique set of terms, objectives, and guidelines set forth by the Fund in collaboration with IndyCar. By clearly delineating the roles, responsibilities, and expectations of both parties, the California Sub-Advisory Agreement ensures a well-defined framework for managing international equity investments within the state, promoting transparency, compliance, and effective communication.
California Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole
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How to fill out California Sub-Advisory Agreement Between BNY Hamilton International Equity Fund And Indocam, A Subsidiary Of Credit Agricole?
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