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

State:
Multi-State
Control #:
US-EG-9141
Format:
Word; 
Rich Text
Instant download

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages Guam Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a contractual agreement that outlines the responsibilities and terms governing the relationship between these two entities. As part of this agreement, Touchstone Advisors, Inc. acts as the primary advisor, while OPCA Advisors functions as the sub-advisor, providing specialized investment management services. This agreement helps streamline the investment management process and allows both parties to leverage their expertise to achieve optimal results for their clients. Through the Guam Sub-Advisory Agreement, Touchstone Advisors, Inc. delegates certain investment decisions and portfolio management responsibilities to OPCA Advisors, ensuring the best possible outcomes for investors. Keywords: Guam Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, contractual agreement, responsibilities, investment management services, primary advisor, sub-advisor, investment decisions, portfolio management, investors. Different types of Guam Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Fixed-Term Agreement: This type of agreement has a predetermined duration, after which it may be renewed or terminated based on mutual consent. 2. Open-Ended Agreement: Unlike a fixed-term agreement, an open-ended Guam Sub-Advisory Agreement does not have a specific duration. It allows both parties to continue their relationship indefinitely until either party decides to terminate it. 3. Non-Exclusive Agreement: Under a non-exclusive Guam Sub-Advisory Agreement, Touchstone Advisors, Inc. may engage multiple sub-advisors, including OPCA Advisors, simultaneously to manage different investment strategies or portfolios. 4. Exclusive Agreement: In an exclusive Guam Sub-Advisory Agreement, Touchstone Advisors, Inc. exclusively engages OPCA Advisors as their single sub-advisor for a specific investment strategy or portfolio. This type of agreement ensures a focused partnership and avoids conflicts of interest that might arise with multiple sub-advisors. Keywords: Fixed-Term Agreement, Open-Ended Agreement, Non-Exclusive Agreement, Exclusive Agreement, predetermined duration, renew, terminate, mutual consent, specific duration, indefinite duration, non-exclusive, exclusive, investment strategies, portfolios, conflicts of interest.

Guam Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a contractual agreement that outlines the responsibilities and terms governing the relationship between these two entities. As part of this agreement, Touchstone Advisors, Inc. acts as the primary advisor, while OPCA Advisors functions as the sub-advisor, providing specialized investment management services. This agreement helps streamline the investment management process and allows both parties to leverage their expertise to achieve optimal results for their clients. Through the Guam Sub-Advisory Agreement, Touchstone Advisors, Inc. delegates certain investment decisions and portfolio management responsibilities to OPCA Advisors, ensuring the best possible outcomes for investors. Keywords: Guam Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, contractual agreement, responsibilities, investment management services, primary advisor, sub-advisor, investment decisions, portfolio management, investors. Different types of Guam Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Fixed-Term Agreement: This type of agreement has a predetermined duration, after which it may be renewed or terminated based on mutual consent. 2. Open-Ended Agreement: Unlike a fixed-term agreement, an open-ended Guam Sub-Advisory Agreement does not have a specific duration. It allows both parties to continue their relationship indefinitely until either party decides to terminate it. 3. Non-Exclusive Agreement: Under a non-exclusive Guam Sub-Advisory Agreement, Touchstone Advisors, Inc. may engage multiple sub-advisors, including OPCA Advisors, simultaneously to manage different investment strategies or portfolios. 4. Exclusive Agreement: In an exclusive Guam Sub-Advisory Agreement, Touchstone Advisors, Inc. exclusively engages OPCA Advisors as their single sub-advisor for a specific investment strategy or portfolio. This type of agreement ensures a focused partnership and avoids conflicts of interest that might arise with multiple sub-advisors. Keywords: Fixed-Term Agreement, Open-Ended Agreement, Non-Exclusive Agreement, Exclusive Agreement, predetermined duration, renew, terminate, mutual consent, specific duration, indefinite duration, non-exclusive, exclusive, investment strategies, portfolios, conflicts of interest.

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