Illinois 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 Illinois Sub-Advisory Agreement is a legally binding contract between Touchstone Advisors, Inc. and OPCA Advisors, in which Touchstone Advisors, Inc. appoints OPCA Advisors as a sub-advisor for specific investment-related services in the state of Illinois. This agreement governs the relationship between the two parties and outlines the terms and conditions under which OPCA Advisors will provide its services to Touchstone Advisors, Inc. The Illinois Sub-Advisory Agreement outlines the roles and responsibilities of both Touchstone Advisors, Inc. and OPCA Advisors. It clearly defines the scope of the sub-advisory services, including areas such as portfolio management, research, investment analysis, and other relevant investment-related activities. The agreement sets expectations for performance, reporting, and communication between both parties. This agreement highlights the compensation structure for OPCA Advisors, including any fees, commissions, or other forms of remuneration for their services. It may also specify any expenses that will be reimbursed by Touchstone Advisors, Inc. Additionally, the agreement may outline the duration of the sub-advisory relationship, termination provisions, and procedures for resolving disputes. Different types of Illinois Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Investment Strategy Sub-Advisory Agreement: This type of agreement focuses on providing OPCA Advisors with the responsibility of developing and implementing investment strategies aligned with Touchstone Advisors, Inc.'s overall investment objectives. 2. Risk Management Sub-Advisory Agreement: In this agreement, OPCA Advisors may be tasked with evaluating and managing the potential risks associated with Touchstone Advisors, Inc.'s investment portfolio. The sub-advisor assumes responsibilities for risk assessment, compliance monitoring, and mitigating strategies. 3. Sector-Specific Sub-Advisory Agreement: This type of agreement involves OPCA Advisors specializing in a particular industry or sector. They provide expertise in analyzing and managing investments within this niche, assisting Touchstone Advisors, Inc. in making informed decisions regarding sector-specific opportunities. 4. Transition Sub-Advisory Agreement: Transition sub-advisory agreements come into play when Touchstone Advisors, Inc. intends to transition from one sub-advisor to OPCA Advisors. This agreement outlines the process, responsibilities, and timeframes associated with smoothly transitioning the portfolio from the previous sub-advisor to OPCA Advisors. In conclusion, the Illinois Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors defines the relationship, responsibilities, and terms of collaboration between the two entities.

Illinois Sub-Advisory Agreement is a legally binding contract between Touchstone Advisors, Inc. and OPCA Advisors, in which Touchstone Advisors, Inc. appoints OPCA Advisors as a sub-advisor for specific investment-related services in the state of Illinois. This agreement governs the relationship between the two parties and outlines the terms and conditions under which OPCA Advisors will provide its services to Touchstone Advisors, Inc. The Illinois Sub-Advisory Agreement outlines the roles and responsibilities of both Touchstone Advisors, Inc. and OPCA Advisors. It clearly defines the scope of the sub-advisory services, including areas such as portfolio management, research, investment analysis, and other relevant investment-related activities. The agreement sets expectations for performance, reporting, and communication between both parties. This agreement highlights the compensation structure for OPCA Advisors, including any fees, commissions, or other forms of remuneration for their services. It may also specify any expenses that will be reimbursed by Touchstone Advisors, Inc. Additionally, the agreement may outline the duration of the sub-advisory relationship, termination provisions, and procedures for resolving disputes. Different types of Illinois Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Investment Strategy Sub-Advisory Agreement: This type of agreement focuses on providing OPCA Advisors with the responsibility of developing and implementing investment strategies aligned with Touchstone Advisors, Inc.'s overall investment objectives. 2. Risk Management Sub-Advisory Agreement: In this agreement, OPCA Advisors may be tasked with evaluating and managing the potential risks associated with Touchstone Advisors, Inc.'s investment portfolio. The sub-advisor assumes responsibilities for risk assessment, compliance monitoring, and mitigating strategies. 3. Sector-Specific Sub-Advisory Agreement: This type of agreement involves OPCA Advisors specializing in a particular industry or sector. They provide expertise in analyzing and managing investments within this niche, assisting Touchstone Advisors, Inc. in making informed decisions regarding sector-specific opportunities. 4. Transition Sub-Advisory Agreement: Transition sub-advisory agreements come into play when Touchstone Advisors, Inc. intends to transition from one sub-advisor to OPCA Advisors. This agreement outlines the process, responsibilities, and timeframes associated with smoothly transitioning the portfolio from the previous sub-advisor to OPCA Advisors. In conclusion, the Illinois Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors defines the relationship, responsibilities, and terms of collaboration between the two entities.