Ohio 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

A sub-advisory agreement is a legal contract entered into between Touchstone Advisors, Inc. (the "Advisor") and OPCA Advisors (the "Sub-Adviser"), where the Sub-Adviser is given authority to manage a portion of the assets or provide specific services on behalf of the Advisor. This agreement outlines the terms and conditions under which the Sub-Adviser will operate within Ohio. The Ohio Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors encompasses various key aspects to ensure a comprehensive understanding of the relationship and responsibilities between the parties involved. It covers the following vital elements: 1. Parties: The agreement explicitly identifies and legally binds Touchstone Advisors, Inc. as the Advisor and OPCA Advisors as the Sub-Adviser. 2. Scope of Services: The agreement outlines the specific functions, services, and responsibilities that the Sub-Adviser will undertake on behalf of Touchstone Advisors, Inc. within the state of Ohio. This may include investment management, asset allocation, research, and reporting, among others. 3. Compensation: The agreement clearly defines the compensation structure for the Sub-Adviser's services, such as management fees, performance fees, or any other applicable charges, with agreed-upon rates or formulas. 4. Standards of Conduct: It is necessary to establish the Sub-Adviser's obligation to meet all regulatory requirements, laws, and ethical standards while operating in Ohio. This provision ensures compliance with applicable securities laws and investor protection regulations. 5. Termination and Transition: The agreement outlines the specific circumstances and procedures for terminating the agreement, including provisions for notice periods, required actions, and any costs associated with termination. Additionally, it addresses the transition process for any transfers of assets or duties to another party, if applicable. 6. Indemnification and Liability: This section establishes the responsibilities and liabilities of both the Advisor and the Sub-Adviser. It may include provisions related to indemnification, dispute resolution, and insurance coverage for any potential claims or losses incurred during the agreement's duration. 7. Confidentiality: As with any financial agreement, confidentiality clauses are included to protect proprietary and sensitive information shared between the Advisor and the Sub-Adviser throughout the course of their relationship. While there may be unique variations or modifications tailored to specific agreements, the above components are typically found in Ohio Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors. These agreements can be customized to suit different investment strategies, types of clients, or specific services provided.

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r. The Advisor acknowledges and agrees that the Sub-Advisor does not guarantee the future performance or any specific level of performance for the Fund Assets, ... The Cuyahoga Ohio Sub-Advisory Agreement is a significant legal document that outlines the terms and conditions of the partnership between Touchstone Advisors, ...Once the Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors is downloaded you may fill out, print and sign it in any editor or by hand. This SUB-ADVISORY AGREEMENT is made as of February 20, 2009, by and between TOUCHSTONE ADVISORS, INC., an Ohio corporation (the "Advisor"), and FORT WASHINGTON ... Open the document and fill out all its fields. Apply your legally-binding eSignature. Save and invite other recipients to sign it. ... FUND TOUCHSTONE SERIES TRUST This SUB-ADVISORY AGREEMENT is made as of January 1, 1999, by and between TOUCHSTONE ADVISORS, INC., an Ohio corporation... advisory agreement (the “Sub-Advisory Agreement”) between Touchstone Advisors, Inc. ... the Sub-Advisor a true and complete copy of the Fund's Disclosure ... Our Sub-Advisory Funds deliver downside protection through mutual fund equivalents of small, mid, and large cap core strategies. ... file download, 1 3 heptadiene, Sam's club cleveland ohio! Free powerpoint design templates download. Chromecast free download for pc, Walmart queen bed ... ... a spa day, Table for bride and groom, Cambridge soundworks mick fleetwood signature, Alee bad habit lyrics. Dig out board game, Elevate care irving park ...

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