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Indiana Distribution Agreement between First American Insurance Portfolios, Inc. and SEI Financial Services Company

State:
Multi-State
Control #:
US-EG-9187
Format:
Word; 
Rich Text
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Description

Distribution Agreement between First American Insurance Portfolios, Inc. and SEI Financial Services Company dated December 8, 1999. 9 pages Title: Understanding the Indiana Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company Keywords: Indiana Distribution Agreement, First American Insurance Portfolios, SET Financial Services Company, agreement types, contractual arrangement, distribution partnership, investment products, mutual funds, fixed income securities, equity securities, insurance portfolio management. Description: The Indiana Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company is a comprehensive contractual arrangement that establishes a distribution partnership for various investment products. This article will delve into the details of this agreement, shedding light on its purpose, terms, and notable types. 1. Mutual Funds Distribution Agreement: The Mutual Funds Distribution Agreement is one type of contract defining the collaboration between First American Insurance Portfolios and SET Financial Services Company. It encompasses the distribution and marketing of mutual funds, allowing SET Financial Services Company to act as an authorized distributor of the mutual funds offered by First American Insurance Portfolios in the state of Indiana. 2. Fixed Income Securities Distribution Agreement: Another notable type of Indiana Distribution Agreement between the two parties is the Fixed Income Securities Distribution Agreement. This agreement focuses on the distribution of fixed income securities, such as bonds, Treasury bills, and other debt instruments. It enables SET Financial Services Company to offer these fixed income securities to customers in Indiana, thereby expanding the reach and accessibility of investment options. 3. Equity Securities Distribution Agreement: The Equity Securities Distribution Agreement encompasses the distribution and promotion of equity securities, such as stocks and shares, managed by First American Insurance Portfolios. This agreement allows SET Financial Services Company to market these equity securities to potential investors in Indiana, facilitating investment diversification and financial growth opportunities. In these Indiana Distribution Agreements, both First American Insurance Portfolios, Inc. and SET Financial Services Company mutually agree on the terms and conditions governing the sale, marketing, and distribution of investment products to clients in Indiana. The agreements outline the responsibilities, obligations, and restrictions of each party, ensuring clarity and compliance in the distribution process. The partnership established by the Indiana Distribution Agreement enables First American Insurance Portfolios to leverage the distribution expertise and extensive network of SET Financial Services Company in reaching a larger customer base. Through these agreements, investors in Indiana gain access to a wider range of investment opportunities, expert guidance, and portfolio management services provided by First American Insurance Portfolios, Inc. Overall, the Indiana Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company plays a vital role in facilitating the seamless distribution and accessibility of various investment products, including mutual funds, fixed income securities, and equity securities to investors in Indiana.

Title: Understanding the Indiana Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company Keywords: Indiana Distribution Agreement, First American Insurance Portfolios, SET Financial Services Company, agreement types, contractual arrangement, distribution partnership, investment products, mutual funds, fixed income securities, equity securities, insurance portfolio management. Description: The Indiana Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company is a comprehensive contractual arrangement that establishes a distribution partnership for various investment products. This article will delve into the details of this agreement, shedding light on its purpose, terms, and notable types. 1. Mutual Funds Distribution Agreement: The Mutual Funds Distribution Agreement is one type of contract defining the collaboration between First American Insurance Portfolios and SET Financial Services Company. It encompasses the distribution and marketing of mutual funds, allowing SET Financial Services Company to act as an authorized distributor of the mutual funds offered by First American Insurance Portfolios in the state of Indiana. 2. Fixed Income Securities Distribution Agreement: Another notable type of Indiana Distribution Agreement between the two parties is the Fixed Income Securities Distribution Agreement. This agreement focuses on the distribution of fixed income securities, such as bonds, Treasury bills, and other debt instruments. It enables SET Financial Services Company to offer these fixed income securities to customers in Indiana, thereby expanding the reach and accessibility of investment options. 3. Equity Securities Distribution Agreement: The Equity Securities Distribution Agreement encompasses the distribution and promotion of equity securities, such as stocks and shares, managed by First American Insurance Portfolios. This agreement allows SET Financial Services Company to market these equity securities to potential investors in Indiana, facilitating investment diversification and financial growth opportunities. In these Indiana Distribution Agreements, both First American Insurance Portfolios, Inc. and SET Financial Services Company mutually agree on the terms and conditions governing the sale, marketing, and distribution of investment products to clients in Indiana. The agreements outline the responsibilities, obligations, and restrictions of each party, ensuring clarity and compliance in the distribution process. The partnership established by the Indiana Distribution Agreement enables First American Insurance Portfolios to leverage the distribution expertise and extensive network of SET Financial Services Company in reaching a larger customer base. Through these agreements, investors in Indiana gain access to a wider range of investment opportunities, expert guidance, and portfolio management services provided by First American Insurance Portfolios, Inc. Overall, the Indiana Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company plays a vital role in facilitating the seamless distribution and accessibility of various investment products, including mutual funds, fixed income securities, and equity securities to investors in Indiana.

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Indiana Distribution Agreement between First American Insurance Portfolios, Inc. and SEI Financial Services Company