Georgia Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9141
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages Georgia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions governing the relationship between these two entities in the context of sub-advisory services in the state of Georgia. This agreement details the specific roles, responsibilities, and obligations of Touchstone Advisors, Inc. as the primary advisor and OPCA Advisors as the sub-advisor. The Georgia Sub-Advisory Agreement governs the provisions related to investment management services, including the selection, purchase, and sale of securities, as well as the overall management of investment portfolios. It also encompasses the compensation structure, fee arrangements, and any potential expenses involved in the sub-advisory services provided. This agreement addresses key aspects such as the scope and nature of services, performance expectations, compliance with regulatory requirements, confidentiality of information, termination clauses, and dispute resolution procedures. It ensures that both parties have a clear understanding of their respective roles, limitations, and the expectations set forth in the engagement. In the context of different types of Georgia Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, there can be variations depending on the specific investment strategies or asset classes involved. Some potential types of sub-advisory agreements may include: 1. Fixed-Income Sub-Advisory Agreement: This agreement focuses on the management of fixed-income securities, such as government bonds, corporate bonds, or mortgage-backed securities. It outlines the sub-advisor's responsibilities in conducting research, analysis, and decision-making in this particular asset class. 2. Equity Sub-Advisory Agreement: This type of agreement pertains to the sub-advisory services related to equity investments, including stocks, equity funds, or equity-based derivatives. It specifies the sub-advisor's duties in selecting and managing equity-based portfolios according to agreed-upon investment objectives and strategies. 3. Multi-Asset Sub-Advisory Agreement: In this scenario, the agreement covers sub-advisory services involving a combination of asset classes, such as equities, fixed-income securities, and alternative investments. It establishes the guidelines for asset allocation and risk management across multiple investment categories. Regardless of the specific type, a Georgia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors serves as a vital framework for governing the professional relationship and ensuring both parties' compliance with legal and regulatory requirements.

Georgia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions governing the relationship between these two entities in the context of sub-advisory services in the state of Georgia. This agreement details the specific roles, responsibilities, and obligations of Touchstone Advisors, Inc. as the primary advisor and OPCA Advisors as the sub-advisor. The Georgia Sub-Advisory Agreement governs the provisions related to investment management services, including the selection, purchase, and sale of securities, as well as the overall management of investment portfolios. It also encompasses the compensation structure, fee arrangements, and any potential expenses involved in the sub-advisory services provided. This agreement addresses key aspects such as the scope and nature of services, performance expectations, compliance with regulatory requirements, confidentiality of information, termination clauses, and dispute resolution procedures. It ensures that both parties have a clear understanding of their respective roles, limitations, and the expectations set forth in the engagement. In the context of different types of Georgia Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, there can be variations depending on the specific investment strategies or asset classes involved. Some potential types of sub-advisory agreements may include: 1. Fixed-Income Sub-Advisory Agreement: This agreement focuses on the management of fixed-income securities, such as government bonds, corporate bonds, or mortgage-backed securities. It outlines the sub-advisor's responsibilities in conducting research, analysis, and decision-making in this particular asset class. 2. Equity Sub-Advisory Agreement: This type of agreement pertains to the sub-advisory services related to equity investments, including stocks, equity funds, or equity-based derivatives. It specifies the sub-advisor's duties in selecting and managing equity-based portfolios according to agreed-upon investment objectives and strategies. 3. Multi-Asset Sub-Advisory Agreement: In this scenario, the agreement covers sub-advisory services involving a combination of asset classes, such as equities, fixed-income securities, and alternative investments. It establishes the guidelines for asset allocation and risk management across multiple investment categories. Regardless of the specific type, a Georgia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors serves as a vital framework for governing the professional relationship and ensuring both parties' compliance with legal and regulatory requirements.