Georgia 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 Georgia Investment Advisory Agreement is a legally binding contract entered into between First American Insurance Portfolios, Inc. and U.S. Bank National Association. This agreement outlines the terms and conditions regarding the provision of investment advisory services in the state of Georgia. Under this agreement, First American Insurance Portfolios, Inc. acts as the investment advisor, while U.S. Bank National Association serves as the client or beneficiary of the advisory services. Both parties must adhere to the laws and regulations governing investment advisory activities in Georgia. The Georgia Investment Advisory Agreement covers various key aspects, including the scope of advisory services, compensation structure, duration of the agreement, termination clause, disclosure requirements, compliance obligations, and confidentiality provisions. During the agreement's duration, First American Insurance Portfolios, Inc. provides U.S. Bank National Association with valuable investment advice and recommendations. These recommendations are tailored to the client's specific financial goals, risk tolerance, and investment objectives. The compensation structure may vary depending on the type of Georgia Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association. Some potential variations could include: 1. Fee-Based Agreement: Under this arrangement, First American Insurance Portfolios, Inc. charges a fee based on a percentage of the assets under management. The fee is typically calculated annually and deducted proportionately from the client's investment returns. 2. Commission-Based Agreement: In this type of agreement, First American Insurance Portfolios, Inc. earns compensation through commissions received from the purchase or sale of specific investment products, such as mutual funds or securities. 3. Hybrid Agreement: This agreement combines elements of both fee-based and commission-based structures, allowing First American Insurance Portfolios, Inc. to earn compensation through a combination of fees and commissions. It is important to note that the specific terms and conditions of the Georgia Investment Advisory Agreement may vary, and different versions or variations of the agreement may exist based on the requirements and preferences of the parties involved. Overall, the Georgia Investment Advisory Agreement ensures a professional relationship between First American Insurance Portfolios, Inc. and U.S. Bank National Association, with the goal of helping the client achieve their financial objectives through expert investment guidance and advisory services while complying with Georgia state regulations.

The Georgia Investment Advisory Agreement is a legally binding contract entered into between First American Insurance Portfolios, Inc. and U.S. Bank National Association. This agreement outlines the terms and conditions regarding the provision of investment advisory services in the state of Georgia. Under this agreement, First American Insurance Portfolios, Inc. acts as the investment advisor, while U.S. Bank National Association serves as the client or beneficiary of the advisory services. Both parties must adhere to the laws and regulations governing investment advisory activities in Georgia. The Georgia Investment Advisory Agreement covers various key aspects, including the scope of advisory services, compensation structure, duration of the agreement, termination clause, disclosure requirements, compliance obligations, and confidentiality provisions. During the agreement's duration, First American Insurance Portfolios, Inc. provides U.S. Bank National Association with valuable investment advice and recommendations. These recommendations are tailored to the client's specific financial goals, risk tolerance, and investment objectives. The compensation structure may vary depending on the type of Georgia Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association. Some potential variations could include: 1. Fee-Based Agreement: Under this arrangement, First American Insurance Portfolios, Inc. charges a fee based on a percentage of the assets under management. The fee is typically calculated annually and deducted proportionately from the client's investment returns. 2. Commission-Based Agreement: In this type of agreement, First American Insurance Portfolios, Inc. earns compensation through commissions received from the purchase or sale of specific investment products, such as mutual funds or securities. 3. Hybrid Agreement: This agreement combines elements of both fee-based and commission-based structures, allowing First American Insurance Portfolios, Inc. to earn compensation through a combination of fees and commissions. It is important to note that the specific terms and conditions of the Georgia Investment Advisory Agreement may vary, and different versions or variations of the agreement may exist based on the requirements and preferences of the parties involved. Overall, the Georgia Investment Advisory Agreement ensures a professional relationship between First American Insurance Portfolios, Inc. and U.S. Bank National Association, with the goal of helping the client achieve their financial objectives through expert investment guidance and advisory services while complying with Georgia state regulations.