The New Hampshire Participation Agreement, also known as the NH Participation Agreement, is a legally binding contract between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. It outlines the terms and conditions under which these entities agree to cooperate and collaborate in offering investment services in the state of New Hampshire. This agreement is specifically designed to comply with the regulations and requirements set forth by the New Hampshire state authorities. Keywords: New Hampshire Participation Agreement, First American Ins. Portfolios, Inc., SET Investments Distribution Co., investment services, collaboration, regulations, requirements, state authorities. There are several types of New Hampshire Participation Agreement between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. These variations cater to different investment products, target markets, or specific circumstances. Here is a brief overview of some types: 1. Mutual Fund Participation Agreement: This type of agreement focuses on the collaboration between the two entities to distribute and market mutual funds in New Hampshire. It may include provisions related to product selection, sales targets, marketing strategies, and revenue sharing. 2. Retirement Plan Participation Agreement: This agreement addresses the cooperation between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. to provide investment solutions for retirement plans in New Hampshire. It might cover aspects such as fund options, participant education, fiduciary responsibilities, and compliance with retirement plan regulations. 3. Variable Annuity Participation Agreement: This type of agreement revolves around the joint effort to sell variable annuity products to residents of New Hampshire. It could encompass provisions on suitability requirements, product training, compensation arrangements, and compliance with insurance regulations. 4. College Savings Plan Participation Agreement: This agreement focuses on the collaboration between the two entities to offer college savings plans or 529 plans in the state of New Hampshire. It may address investment options, account administration, marketing support, and adherence to college savings plan regulations. 5. Investment Advisory Participation Agreement: This agreement covers the collaboration between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. to provide investment advisory services in New Hampshire. It could include areas such as portfolio management, fee structures, client servicing, and compliance with investment advisory regulations. It is important to note that the specific terms and provisions of each type of New Hampshire Participation Agreement may vary, depending on the nature of the investment products or services involved, as well as the regulatory framework applicable in New Hampshire.
New Hampshire Participation Agreement between First American Ins. Portfolios, Inc., SEI Investments Distribution Co.
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