Kentucky 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 The Kentucky Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a comprehensive legal contract that outlines the terms, responsibilities, and obligations of the two parties involved. This agreement specifies the relationship between Touchstone Advisors, Inc. and OPCA Advisors in regard to sub-advisory services provided in the state of Kentucky. The agreement covers all necessary details, including the duration of the agreement, termination conditions, compensation arrangements, and specific roles and responsibilities. It serves as a guide for both parties to ensure a clear understanding of the expectations and obligations associated with the sub-advisory services. There are various types of Kentucky Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, based on specific investment strategies or types of assets. These agreements could include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on the management and sub-advisory services related to equity investments. It outlines the responsibilities, fees, and reporting requirements associated with equity-related investments in Kentucky. 2. Fixed Income Sub-Advisory Agreement: This agreement pertains to sub-advisory services related to fixed income securities or bonds. It establishes the roles and responsibilities specific to managing fixed income investments within the state, including risk assessment, portfolio rebalancing, and reporting. 3. Mutual Fund Sub-Advisory Agreement: This agreement focuses on sub-advisory services provided to mutual funds in Kentucky. It sets forth the terms and conditions for the management, investment strategies, compensation, and regulatory compliance associated with the mutual funds under sub-advisory relationship. 4. Alternative Investment Sub-Advisory Agreement: This type of agreement caters to sub-advisory services related to alternative investment products, such as hedge funds, private equity funds, or real estate investment funds operating in Kentucky. It addresses the unique requirements and considerations associated with these types of investments. Each of these sub-advisory agreements has its own distinct terms and provisions, tailored to the specific investment strategies and objectives. The agreement ensures that both Touchstone Advisors, Inc. and OPCA Advisors are aligned in their understanding of the scope, responsibilities, and expected outcomes regarding the sub-advisory services provided in Kentucky.

The Kentucky Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a comprehensive legal contract that outlines the terms, responsibilities, and obligations of the two parties involved. This agreement specifies the relationship between Touchstone Advisors, Inc. and OPCA Advisors in regard to sub-advisory services provided in the state of Kentucky. The agreement covers all necessary details, including the duration of the agreement, termination conditions, compensation arrangements, and specific roles and responsibilities. It serves as a guide for both parties to ensure a clear understanding of the expectations and obligations associated with the sub-advisory services. There are various types of Kentucky Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, based on specific investment strategies or types of assets. These agreements could include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on the management and sub-advisory services related to equity investments. It outlines the responsibilities, fees, and reporting requirements associated with equity-related investments in Kentucky. 2. Fixed Income Sub-Advisory Agreement: This agreement pertains to sub-advisory services related to fixed income securities or bonds. It establishes the roles and responsibilities specific to managing fixed income investments within the state, including risk assessment, portfolio rebalancing, and reporting. 3. Mutual Fund Sub-Advisory Agreement: This agreement focuses on sub-advisory services provided to mutual funds in Kentucky. It sets forth the terms and conditions for the management, investment strategies, compensation, and regulatory compliance associated with the mutual funds under sub-advisory relationship. 4. Alternative Investment Sub-Advisory Agreement: This type of agreement caters to sub-advisory services related to alternative investment products, such as hedge funds, private equity funds, or real estate investment funds operating in Kentucky. It addresses the unique requirements and considerations associated with these types of investments. Each of these sub-advisory agreements has its own distinct terms and provisions, tailored to the specific investment strategies and objectives. The agreement ensures that both Touchstone Advisors, Inc. and OPCA Advisors are aligned in their understanding of the scope, responsibilities, and expected outcomes regarding the sub-advisory services provided in Kentucky.

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