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

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9141
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages The Oklahoma Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding document that outlines the terms and conditions governing the relationship between these two parties. This agreement defines the roles, responsibilities, and obligations of each party involved in the sub-advisory arrangement. Under this agreement, Touchstone Advisors, Inc. acts as the primary advisor while OPCA Advisors acts as the sub-advisor. The agreement typically covers various realms of investment activities, including portfolio management, investment research, trading, and compliance. Keywords: Oklahoma Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, sub-advisor, legally binding, roles, responsibilities, obligations, investment activities, portfolio management, investment research, trading, compliance. Different types of Oklahoma Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Portfolio Management Sub-Advisory Agreement: This agreement primarily focuses on investment portfolio management activities. It defines the sub-advisor's role in making investment decisions, implementing strategies, and ensuring adherence to the investment objectives and guidelines set by Touchstone Advisors, Inc. 2. Research Sub-Advisory Agreement: This agreement emphasizes the sub-advisor's responsibility for conducting investment research and analysis. It outlines the scope and depth of research activities, information sharing processes, and the sub-advisor's role in providing valuable insights to Touchstone Advisors, Inc. 3. Trading Sub-Advisory Agreement: This type of agreement highlights the sub-advisor's role in executing trades on behalf of Touchstone Advisors, Inc. It defines the terms related to trade execution, order routing, the best execution practices, and the sub-advisor's obligation to follow any specific trading instructions provided by Touchstone Advisors, Inc. 4. Compliance Sub-Advisory Agreement: This agreement primarily addresses the sub-advisor's responsibility for ensuring compliance with regulatory requirements and industry standards. It outlines the sub-advisor's role in establishing compliance policies, monitoring activities, and reporting any non-compliance to Touchstone Advisors, Inc. These are just a few examples of the potential types of Oklahoma Sub-Advisory Agreements that could exist between Touchstone Advisors, Inc. and OPCA Advisors. The specific terms and conditions of each agreement can vary based on the nature of the arrangement and the requirements of the investment strategies involved.

The Oklahoma Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding document that outlines the terms and conditions governing the relationship between these two parties. This agreement defines the roles, responsibilities, and obligations of each party involved in the sub-advisory arrangement. Under this agreement, Touchstone Advisors, Inc. acts as the primary advisor while OPCA Advisors acts as the sub-advisor. The agreement typically covers various realms of investment activities, including portfolio management, investment research, trading, and compliance. Keywords: Oklahoma Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, sub-advisor, legally binding, roles, responsibilities, obligations, investment activities, portfolio management, investment research, trading, compliance. Different types of Oklahoma Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Portfolio Management Sub-Advisory Agreement: This agreement primarily focuses on investment portfolio management activities. It defines the sub-advisor's role in making investment decisions, implementing strategies, and ensuring adherence to the investment objectives and guidelines set by Touchstone Advisors, Inc. 2. Research Sub-Advisory Agreement: This agreement emphasizes the sub-advisor's responsibility for conducting investment research and analysis. It outlines the scope and depth of research activities, information sharing processes, and the sub-advisor's role in providing valuable insights to Touchstone Advisors, Inc. 3. Trading Sub-Advisory Agreement: This type of agreement highlights the sub-advisor's role in executing trades on behalf of Touchstone Advisors, Inc. It defines the terms related to trade execution, order routing, the best execution practices, and the sub-advisor's obligation to follow any specific trading instructions provided by Touchstone Advisors, Inc. 4. Compliance Sub-Advisory Agreement: This agreement primarily addresses the sub-advisor's responsibility for ensuring compliance with regulatory requirements and industry standards. It outlines the sub-advisor's role in establishing compliance policies, monitoring activities, and reporting any non-compliance to Touchstone Advisors, Inc. These are just a few examples of the potential types of Oklahoma Sub-Advisory Agreements that could exist between Touchstone Advisors, Inc. and OPCA Advisors. The specific terms and conditions of each agreement can vary based on the nature of the arrangement and the requirements of the investment strategies involved.