Participation Agr. between First American Ins. Portfolios, Inc., SEI Investments Distribution Co., (____) Ins. Co. on behalf of itself and its sep. accts & Distr. Co. dated 00/00. 52 pages
Guam Participation Agreement between First American Ins. Portfolios, Inc., SET Investments Distribution Co. The Guam Participation Agreement is a legally binding contract entered into between First American Ins. Portfolios, Inc. (FA IPI) and SET Investments Distribution Co. (SET IDC). This agreement outlines the terms and conditions under which the two parties will work together to facilitate the distribution and management of investment products within the Guam market. Keywords: Guam, Participation Agreement, First American Ins. Portfolios, Inc., SET Investments Distribution Co. This agreement is specifically designed to govern the relationship between FA IPI, a leading insurance and investment services company, and SET IDC, a reputable investment management and distribution firm. It aims to establish a collaborative framework to tap into the investment opportunities within Guam, a U.S. territory located in the western Pacific Ocean. Under the Guam Participation Agreement, FA IPI grants SET IDC the authority to distribute its investment products and services in Guam. This enables SET IDC to leverage its vast network and expertise to reach potential investors and promote FA IPI's financial offerings effectively. The agreement also encompasses provisions related to marketing, sales strategies, and distribution channels specific to the Guam market. To ensure compliance with local regulations and laws, the Guam Participation Agreement provides a comprehensive framework for FA IPI and SET IDC to follow. It requires both parties to adhere to the relevant legal requirements and maintain the necessary licenses and registrations to operate in Guam. Additionally, the agreement sets out the obligations and responsibilities of each party in terms of maintaining accurate records, providing necessary disclosures to clients, and complying with any reporting obligations mandated by regulatory authorities. Different Types of Guam Participation Agreement: 1. General Guam Participation Agreement: This is the standard agreement that governs the distribution and management of investment products between FA IPI and SET IDC in Guam. It covers a range of services and products offered by FA IPI and outlines the general terms and conditions of the collaboration. 2. Exclusive Guam Participation Agreement: In some cases, FA IPI may grant SET IDC exclusive rights to distribute specific investment products exclusively within Guam. This type of agreement is typically designed for certain high-demand or niche investment offerings that require focused marketing efforts. 3. Limited-term Guam Participation Agreement: This agreement variant has a predefined termination date. It allows FA IPI and SET IDC to collaborate for a specific period, such as for the promotion of a new product launch, a marketing campaign, or a pre-established business objective. Once the term expires, the agreement becomes null and void unless both parties decide to renew it. Overall, the Guam Participation Agreement between First American Ins. Portfolios, Inc., and SET Investments Distribution Co. is an essential tool for establishing a structured and compliant partnership in the distribution and management of investment products and services within Guam.
Guam Participation Agreement between First American Ins. Portfolios, Inc., SET Investments Distribution Co. The Guam Participation Agreement is a legally binding contract entered into between First American Ins. Portfolios, Inc. (FA IPI) and SET Investments Distribution Co. (SET IDC). This agreement outlines the terms and conditions under which the two parties will work together to facilitate the distribution and management of investment products within the Guam market. Keywords: Guam, Participation Agreement, First American Ins. Portfolios, Inc., SET Investments Distribution Co. This agreement is specifically designed to govern the relationship between FA IPI, a leading insurance and investment services company, and SET IDC, a reputable investment management and distribution firm. It aims to establish a collaborative framework to tap into the investment opportunities within Guam, a U.S. territory located in the western Pacific Ocean. Under the Guam Participation Agreement, FA IPI grants SET IDC the authority to distribute its investment products and services in Guam. This enables SET IDC to leverage its vast network and expertise to reach potential investors and promote FA IPI's financial offerings effectively. The agreement also encompasses provisions related to marketing, sales strategies, and distribution channels specific to the Guam market. To ensure compliance with local regulations and laws, the Guam Participation Agreement provides a comprehensive framework for FA IPI and SET IDC to follow. It requires both parties to adhere to the relevant legal requirements and maintain the necessary licenses and registrations to operate in Guam. Additionally, the agreement sets out the obligations and responsibilities of each party in terms of maintaining accurate records, providing necessary disclosures to clients, and complying with any reporting obligations mandated by regulatory authorities. Different Types of Guam Participation Agreement: 1. General Guam Participation Agreement: This is the standard agreement that governs the distribution and management of investment products between FA IPI and SET IDC in Guam. It covers a range of services and products offered by FA IPI and outlines the general terms and conditions of the collaboration. 2. Exclusive Guam Participation Agreement: In some cases, FA IPI may grant SET IDC exclusive rights to distribute specific investment products exclusively within Guam. This type of agreement is typically designed for certain high-demand or niche investment offerings that require focused marketing efforts. 3. Limited-term Guam Participation Agreement: This agreement variant has a predefined termination date. It allows FA IPI and SET IDC to collaborate for a specific period, such as for the promotion of a new product launch, a marketing campaign, or a pre-established business objective. Once the term expires, the agreement becomes null and void unless both parties decide to renew it. Overall, the Guam Participation Agreement between First American Ins. Portfolios, Inc., and SET Investments Distribution Co. is an essential tool for establishing a structured and compliant partnership in the distribution and management of investment products and services within Guam.