Idaho 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 Idaho Sub-Advisory Agreement is a legal agreement between Touchstone Advisors, Inc. and OPCA Advisors, outlining the terms and conditions for a sub-advisory relationship in the state of Idaho. This agreement establishes the responsibilities and expectations of both parties involved, ensuring a mutually beneficial and transparent relationship. Touchstone Advisors, Inc., a reputable investment management firm, acts as the primary advisor, while OPCA Advisors assumes the role of sub-advisor. The agreement serves to define the scope of the sub-advisory services provided by OPCA Advisors to Touchstone Advisors, Inc., focusing on investment management, research, and other related activities. Key Components of the Idaho Sub-Advisory Agreement: 1. Scope of Services: The agreement outlines the specific services to be undertaken by OPCA Advisors, such as investment strategy development, portfolio management, risk assessment, and compliance monitoring. It clarifies the limitations of the services provided and identifies any exclusions. 2. Investment Guidelines: The agreement establishes the investment guidelines and restrictions that OPCA Advisors must adhere to when managing Touchstone Advisors, Inc.'s clients' assets. This includes specifying asset allocation, risk tolerance, and any specific investment restrictions set forth by Touchstone Advisors, Inc. 3. Compensation: The agreement discusses the compensation structure for OPCA Advisors, including fee arrangements and any performance-based incentives. It may also outline the payment schedule, termination clauses, and any other financial obligations between the parties. 4. Reporting and Communication: The agreement ensures regular reporting and communication channels between Touchstone Advisors, Inc. and OPCA Advisors. It specifies the frequency and format of reports, including performance analysis, investment summaries, and client-specific reporting requirements. 5. Compliance and Regulatory Obligations: The agreement addresses compliance with all applicable laws, regulations, and industry standards. It establishes the responsibilities of both Touchstone Advisors, Inc. and OPCA Advisors in meeting these obligations and provides a framework for resolving any disputes that may arise. Types of Idaho Sub-Advisory Agreements: While there can be multiple variations of sub-advisory agreements, there are no specific types of Idaho Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors mentioned in the given prompt. However, it is worth noting that sub-advisory agreements can differ based on factors like the duration of the agreement, the specific investment strategies employed, or the types of clients or assets being managed. Conclusion: The Idaho Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors details the terms and conditions governing their sub-advisory relationship. This agreement safeguards the interests of both parties and provides a structured framework for delivering high-quality investment management services in the state of Idaho.

Idaho Sub-Advisory Agreement is a legal agreement between Touchstone Advisors, Inc. and OPCA Advisors, outlining the terms and conditions for a sub-advisory relationship in the state of Idaho. This agreement establishes the responsibilities and expectations of both parties involved, ensuring a mutually beneficial and transparent relationship. Touchstone Advisors, Inc., a reputable investment management firm, acts as the primary advisor, while OPCA Advisors assumes the role of sub-advisor. The agreement serves to define the scope of the sub-advisory services provided by OPCA Advisors to Touchstone Advisors, Inc., focusing on investment management, research, and other related activities. Key Components of the Idaho Sub-Advisory Agreement: 1. Scope of Services: The agreement outlines the specific services to be undertaken by OPCA Advisors, such as investment strategy development, portfolio management, risk assessment, and compliance monitoring. It clarifies the limitations of the services provided and identifies any exclusions. 2. Investment Guidelines: The agreement establishes the investment guidelines and restrictions that OPCA Advisors must adhere to when managing Touchstone Advisors, Inc.'s clients' assets. This includes specifying asset allocation, risk tolerance, and any specific investment restrictions set forth by Touchstone Advisors, Inc. 3. Compensation: The agreement discusses the compensation structure for OPCA Advisors, including fee arrangements and any performance-based incentives. It may also outline the payment schedule, termination clauses, and any other financial obligations between the parties. 4. Reporting and Communication: The agreement ensures regular reporting and communication channels between Touchstone Advisors, Inc. and OPCA Advisors. It specifies the frequency and format of reports, including performance analysis, investment summaries, and client-specific reporting requirements. 5. Compliance and Regulatory Obligations: The agreement addresses compliance with all applicable laws, regulations, and industry standards. It establishes the responsibilities of both Touchstone Advisors, Inc. and OPCA Advisors in meeting these obligations and provides a framework for resolving any disputes that may arise. Types of Idaho Sub-Advisory Agreements: While there can be multiple variations of sub-advisory agreements, there are no specific types of Idaho Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors mentioned in the given prompt. However, it is worth noting that sub-advisory agreements can differ based on factors like the duration of the agreement, the specific investment strategies employed, or the types of clients or assets being managed. Conclusion: The Idaho Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors details the terms and conditions governing their sub-advisory relationship. This agreement safeguards the interests of both parties and provides a structured framework for delivering high-quality investment management services in the state of Idaho.