Ohio 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 Ohio 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 under which U.S. Bank National Assoc. Will provide investment advisory services to First American Insurance Portfolios, Inc. This agreement is specific to the state of Ohio and ensures both parties are protected while conducting business and making investment decisions. Key points covered in the Ohio Investment Advisory Agreement may include: 1. Scope of Services: The agreement defines the specific investment advisory services U.S. Bank National Assoc. Will provide to First American Insurance Portfolios, Inc., such as portfolio management, asset allocation, and investment research. 2. Duties and Responsibilities: It outlines the responsibilities of both parties, including the duty of care, loyalty, and good faith in managing investments. It may include provisions concerning the selection of investments, risk management, and compliance with governing laws and regulations. 3. Compensation: The agreement clearly states the compensation structure and fee arrangements, including any commission or performance-based fees. It may explain how fees are calculated and when they are due. 4. Term and Termination: The agreement specifies the initial term of the agreement and any renewal terms. It also outlines the conditions in which either party can terminate the agreement, such as for breach of contract or by providing a specified notice period. 5. Confidentiality: It establishes the confidential nature of the information exchanged between the parties and sets out procedures for handling sensitive data and complying with relevant data protection laws. 6. Dispute Resolution: The agreement may include a section addressing dispute resolution methods, such as mediation or arbitration, in case any conflicts arise between the parties. Different types of Ohio Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. May exist depending on the nature of the investment services provided or the specific requirements of the client. Some potential variations include: 1. General Investment Advisory Agreement: This is the most common type of agreement, covering a broad range of investment advisory services offered by U.S. Bank National Assoc. To First American Insurance Portfolios, Inc. 2. Specialized Investment Advisory Agreement: In certain cases, a specific type of investment advisory service may require its own agreement. This could include agreements related to socially responsible investing, sustainable investing, or any other specialized investment strategy. 3. Customized Investment Advisory Agreement: This type of agreement is tailored to accommodate specific requests or preferences of First American Insurance Portfolios, Inc. It may outline unique terms, reporting requirements, or investment guidelines. In conclusion, the Ohio Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is a comprehensive contract that establishes the terms and conditions of their partnership, ensuring efficient and compliant investment advisory services. It provides a framework for conducting business within the state of Ohio and safeguarding the interests of both parties involved.

Ohio 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 under which U.S. Bank National Assoc. Will provide investment advisory services to First American Insurance Portfolios, Inc. This agreement is specific to the state of Ohio and ensures both parties are protected while conducting business and making investment decisions. Key points covered in the Ohio Investment Advisory Agreement may include: 1. Scope of Services: The agreement defines the specific investment advisory services U.S. Bank National Assoc. Will provide to First American Insurance Portfolios, Inc., such as portfolio management, asset allocation, and investment research. 2. Duties and Responsibilities: It outlines the responsibilities of both parties, including the duty of care, loyalty, and good faith in managing investments. It may include provisions concerning the selection of investments, risk management, and compliance with governing laws and regulations. 3. Compensation: The agreement clearly states the compensation structure and fee arrangements, including any commission or performance-based fees. It may explain how fees are calculated and when they are due. 4. Term and Termination: The agreement specifies the initial term of the agreement and any renewal terms. It also outlines the conditions in which either party can terminate the agreement, such as for breach of contract or by providing a specified notice period. 5. Confidentiality: It establishes the confidential nature of the information exchanged between the parties and sets out procedures for handling sensitive data and complying with relevant data protection laws. 6. Dispute Resolution: The agreement may include a section addressing dispute resolution methods, such as mediation or arbitration, in case any conflicts arise between the parties. Different types of Ohio Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. May exist depending on the nature of the investment services provided or the specific requirements of the client. Some potential variations include: 1. General Investment Advisory Agreement: This is the most common type of agreement, covering a broad range of investment advisory services offered by U.S. Bank National Assoc. To First American Insurance Portfolios, Inc. 2. Specialized Investment Advisory Agreement: In certain cases, a specific type of investment advisory service may require its own agreement. This could include agreements related to socially responsible investing, sustainable investing, or any other specialized investment strategy. 3. Customized Investment Advisory Agreement: This type of agreement is tailored to accommodate specific requests or preferences of First American Insurance Portfolios, Inc. It may outline unique terms, reporting requirements, or investment guidelines. In conclusion, the Ohio Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is a comprehensive contract that establishes the terms and conditions of their partnership, ensuring efficient and compliant investment advisory services. It provides a framework for conducting business within the state of Ohio and safeguarding the interests of both parties involved.