Massachusetts Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.

• Category: Corporations - Public - Investments
• State: Multi-State
• Control #: US-EG-9186
• Format: Word; Rich Text

Description

Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association dated December 8, 1999. 4 pages The Massachusetts Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by U.S. Bank on behalf of First American Insurance Portfolios in the state of Massachusetts. This agreement ensures transparency and establishes a clear understanding between the two parties involved. Under this agreement, U.S. Bank National Assoc. Acts as the investment advisor and provides professional advice and guidance on investment decisions to First American Insurance Portfolios, Inc. The agreement defines the scope of services, responsibilities, and obligations of both parties. It outlines the investment strategies, risk management policies, and objectives to be followed during the advisory period. Key elements of the Massachusetts Investment Advisory Agreement include the fee structure, termination provisions, and compensation arrangements between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. This agreement also specifies the disclosure requirements, including the disclosure of conflicts of interest and any potential risks associated with the investments recommended. Types of Massachusetts Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. May include: 1. General Investment Advisory Agreement: This agreement establishes the overall framework and terms for investment advisory services provided by U.S. Bank National Assoc. To First American Insurance Portfolios, Inc. 2. Fixed-Term Investment Advisory Agreement: This type of agreement specifies a predetermined period during which the advisory services will be provided. It outlines the responsibilities of each party and any specific conditions applicable to the given term. 3. Performance-Based Investment Advisory Agreement: This agreement involves a fee structure based on the performance of the advised investments. It outlines how the fees will be calculated and paid to U.S. Bank National Assoc. In relation to the investment returns achieved. 4. Discretionary Investment Advisory Agreement: This type of agreement grants U.S. Bank National Assoc. The authority to make investment decisions on behalf of First American Insurance Portfolios, Inc., within certain predefined parameters. It sets out the level of discretion, investment objectives, and other relevant guidelines for investment decision-making. The Massachusetts Investment Advisory Agreement aims to ensure a mutually beneficial relationship between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc., providing a framework for effective communication, compliance, and successful investment management.

The Massachusetts Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by U.S. Bank on behalf of First American Insurance Portfolios in the state of Massachusetts. This agreement ensures transparency and establishes a clear understanding between the two parties involved. Under this agreement, U.S. Bank National Assoc. Acts as the investment advisor and provides professional advice and guidance on investment decisions to First American Insurance Portfolios, Inc. The agreement defines the scope of services, responsibilities, and obligations of both parties. It outlines the investment strategies, risk management policies, and objectives to be followed during the advisory period. Key elements of the Massachusetts Investment Advisory Agreement include the fee structure, termination provisions, and compensation arrangements between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. This agreement also specifies the disclosure requirements, including the disclosure of conflicts of interest and any potential risks associated with the investments recommended. Types of Massachusetts Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. May include: 1. General Investment Advisory Agreement: This agreement establishes the overall framework and terms for investment advisory services provided by U.S. Bank National Assoc. To First American Insurance Portfolios, Inc. 2. Fixed-Term Investment Advisory Agreement: This type of agreement specifies a predetermined period during which the advisory services will be provided. It outlines the responsibilities of each party and any specific conditions applicable to the given term. 3. Performance-Based Investment Advisory Agreement: This agreement involves a fee structure based on the performance of the advised investments. It outlines how the fees will be calculated and paid to U.S. Bank National Assoc. In relation to the investment returns achieved. 4. Discretionary Investment Advisory Agreement: This type of agreement grants U.S. Bank National Assoc. The authority to make investment decisions on behalf of First American Insurance Portfolios, Inc., within certain predefined parameters. It sets out the level of discretion, investment objectives, and other relevant guidelines for investment decision-making. The Massachusetts Investment Advisory Agreement aims to ensure a mutually beneficial relationship between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc., providing a framework for effective communication, compliance, and successful investment management.