Michigan Participation Agreement between First American Ins. Portfolios, Inc., SET Investments Distribution Co. The Michigan Participation Agreement between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. is a legal document that outlines the terms and conditions for the participation of individuals or entities in investment opportunities offered by First American Ins. Portfolios, Inc. and distributed through SET Investments Distribution Co. The agreement serves as a binding contract between the parties, governing their rights, obligations, and responsibilities. This participation agreement is specifically designed for Michigan residents who wish to invest in the diverse range of investment products available through First American Ins. Portfolios, Inc. and distributed by SET Investments Distribution Co. It ensures compliance with Michigan state laws and regulations governing investment activities and protects the interests of both the investors and the entities involved. Key provisions of the Michigan Participation Agreement include: 1. Eligibility: The agreement clarifies the eligibility criteria for investors residing in Michigan, including age restrictions and any specific requirements imposed by state laws. 2. Investment Options: It outlines the various investment options available to Michigan residents, such as mutual funds, exchange-traded funds (ETFs), and separately managed accounts (SMA's), which are distributed under the partnership of First American Ins. Portfolios, Inc. and SET Investments Distribution Co. 3. Investor Responsibilities: The agreement defines the responsibilities of Michigan investors, such as ensuring accurate and up-to-date information provided during the account opening process, as well as promptly notifying any changes in personal information. 4. Risk Disclosures: It contains comprehensive disclosures regarding the risks associated with different investment products. This protects both parties by ensuring investors are aware of potential risks and uncertainties related to their investments. 5. Fees and Charges: The agreement specifies any fees or charges, such as management fees, transaction costs, or administrative expenses, associated with the investment products offered. This ensures transparency regarding the costs involved in participation. 6. Termination and Withdrawals: It outlines the provisions for terminating the participation agreement and the procedures for making withdrawals or transferring assets from the investment account. Types of Michigan Participation Agreements: 1. Individual Participation Agreement: This type of agreement is intended for individual Michigan residents looking to invest personally in the investment products offered by First American Ins. Portfolios, Inc. and distributed through SET Investments Distribution Co. 2. Institutional Participation Agreement: This agreement is designed for institutional investors, such as corporations, non-profit organizations, or government entities, seeking to participate in the investment opportunities available. 3. Managed Account Participation Agreement: This type of agreement caters to Michigan residents who opt for a separately managed account rather than investing in the offered mutual funds or ETFs. It specifies additional terms and conditions related to the management of the account. Overall, the Michigan Participation Agreement establishes a clear framework for the relationship between First American Ins. Portfolios, Inc., SET Investments Distribution Co., and Michigan residents who wish to invest in their products. It ensures compliance with state regulations, protects the interests of both parties, and facilitates transparent and efficient investment participation.
Michigan Participation Agreement between First American Ins. Portfolios, Inc., SEI Investments Distribution Co.
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