Indiana 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 Indiana Sub-Advisory Agreement is a legal document that outlines the terms and conditions of the relationship between Touchstone Advisors, Inc. and OPCA Advisors in Indiana. This agreement establishes the framework for the sub-advisory services provided by OPCA Advisors to Touchstone Advisors, Inc. The Indiana Sub-Advisory Agreement is designed to ensure a collaborative and mutually beneficial partnership between both parties. It defines the roles, responsibilities, and obligations of each party involved. It serves as a guiding document to govern the relationship and protect the rights and interests of both Touchstone Advisors, Inc. and OPCA Advisors. Under the Indiana Sub-Advisory Agreement, Touchstone Advisors, Inc. grants OPCA Advisors the authority to manage certain investment portfolios or assets on behalf of Touchstone Advisors' clients. OPCA Advisors acts as a sub-advisor and is entrusted with the responsibility of executing investment strategies and making investment decisions in accordance with agreed-upon guidelines and objectives. The agreement outlines the scope of services provided by OPCA Advisors, which may include investment research, portfolio management, risk assessment, and monitoring of investment performance. It also specifies the compensation structure, fee arrangement, and billing procedures between both parties. Additionally, the Indiana Sub-Advisory Agreement addresses important legal and compliance aspects, including confidentiality, intellectual property rights, indemnification, and limitations of liability. It ensures that all activities carried out by OPCA Advisors comply with applicable laws, regulations, and industry standards. It is important to note that there may be different types of Indiana Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, depending on the specific nature of the sub-advisory services required. Examples of different types of agreements could include equity sub-advisory agreements, fixed-income sub-advisory agreements, or multi-asset class sub-advisory agreements. The exact terms and provisions of each agreement would be tailored to suit the specific investment objectives and strategies of Touchstone Advisors and the capabilities and expertise of OPCA Advisors. In summary, the Indiana Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors establishes the framework for their collaborative relationship, outlining the rights, responsibilities, and obligations of each party involved. By entering into this agreement, both parties can work together effectively and transparently to achieve their investment objectives while complying with legal and regulatory requirements.

Indiana Sub-Advisory Agreement is a legal document that outlines the terms and conditions of the relationship between Touchstone Advisors, Inc. and OPCA Advisors in Indiana. This agreement establishes the framework for the sub-advisory services provided by OPCA Advisors to Touchstone Advisors, Inc. The Indiana Sub-Advisory Agreement is designed to ensure a collaborative and mutually beneficial partnership between both parties. It defines the roles, responsibilities, and obligations of each party involved. It serves as a guiding document to govern the relationship and protect the rights and interests of both Touchstone Advisors, Inc. and OPCA Advisors. Under the Indiana Sub-Advisory Agreement, Touchstone Advisors, Inc. grants OPCA Advisors the authority to manage certain investment portfolios or assets on behalf of Touchstone Advisors' clients. OPCA Advisors acts as a sub-advisor and is entrusted with the responsibility of executing investment strategies and making investment decisions in accordance with agreed-upon guidelines and objectives. The agreement outlines the scope of services provided by OPCA Advisors, which may include investment research, portfolio management, risk assessment, and monitoring of investment performance. It also specifies the compensation structure, fee arrangement, and billing procedures between both parties. Additionally, the Indiana Sub-Advisory Agreement addresses important legal and compliance aspects, including confidentiality, intellectual property rights, indemnification, and limitations of liability. It ensures that all activities carried out by OPCA Advisors comply with applicable laws, regulations, and industry standards. It is important to note that there may be different types of Indiana Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, depending on the specific nature of the sub-advisory services required. Examples of different types of agreements could include equity sub-advisory agreements, fixed-income sub-advisory agreements, or multi-asset class sub-advisory agreements. The exact terms and provisions of each agreement would be tailored to suit the specific investment objectives and strategies of Touchstone Advisors and the capabilities and expertise of OPCA Advisors. In summary, the Indiana Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors establishes the framework for their collaborative relationship, outlining the rights, responsibilities, and obligations of each party involved. By entering into this agreement, both parties can work together effectively and transparently to achieve their investment objectives while complying with legal and regulatory requirements.

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