Title: Understanding the Oregon Participation Agreement between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. Introduction: The Oregon Participation Agreement between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. outlines the terms and conditions regarding the partnership and investment opportunities in Oregon. This agreement allows both parties to collaborate and enable individuals and institutions to participate in various investment programs offered by First American Ins. Portfolios, Inc. and distributed by SET Investments Distribution Co. Let's delve into this agreement in detail. 1. Oregon Participation Agreement Overview: The Oregon Participation Agreement is a legally binding document that establishes the framework for cooperation between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. It governs the investment activities relating to Oregon-specific opportunities and programs provided by First American Ins. Portfolios, Inc. based on the guidelines set forth by SET Investments Distribution Co. 2. Parties Involved: The agreement primarily involves two entities: — First American Ins. Portfolios, Inc.: A reputable investment management company offering a wide range of investment products and services. SETEI Investments Distribution Co.: A prominent distributor of investment solutions serving as a link between investors and investment providers. 3. Key Terms and Conditions: The Oregon Participation Agreement includes the following essential components: a. Investment Objectives: Clearly defined investment objectives that align with the laws and regulations of Oregon. b. Program Selection: An outlined process for selecting and offering suitable investment programs to investors in Oregon. c. Compliance and Regulatory Requirements: Detailed instructions to ensure compliance with state laws and regulatory frameworks governing investment offerings. d. Reporting and Bookkeeping: Obligations regarding periodic reporting, record-keeping, and maintaining transparency in financial matters. e. Compensation and Fees: The structure and payment of compensation to both First American Ins. Portfolios, Inc. and SET Investments Distribution Co. f. Termination and Amendment: Provisions for termination of the agreement if necessary, along with guidelines for making amendments to the document. 4. Types of Oregon Participation Agreements: a. Retirement Plan Participation Agreement: Focuses on investment opportunities and programs specific to retirement plans, offering individuals and organizations the ability to invest in retirement products tailored to Oregon regulations. b. Education Savings Plan Participation Agreement: Pertains to investment options dedicated to education savings plans, allowing participants to save and grow funds for educational purposes within the framework of Oregon state guidelines. c. General Investment Participation Agreement: Covers other investment opportunities and programs available in Oregon, such as mutual funds, exchange-traded funds (ETFs), and other investment vehicles. Conclusion: The Oregon Participation Agreement serves as a framework that fosters collaboration between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. By offering multiple types of participation agreements, they aim to provide investors with diverse investment options that align with Oregon's regulations. This partnership emphasizes transparency, compliance, and mutual benefit, enabling individuals and institutions to make informed investment decisions and achieve their financial goals within the framework of Oregon's investment landscape.
Title: Understanding the Oregon Participation Agreement between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. Introduction: The Oregon Participation Agreement between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. outlines the terms and conditions regarding the partnership and investment opportunities in Oregon. This agreement allows both parties to collaborate and enable individuals and institutions to participate in various investment programs offered by First American Ins. Portfolios, Inc. and distributed by SET Investments Distribution Co. Let's delve into this agreement in detail. 1. Oregon Participation Agreement Overview: The Oregon Participation Agreement is a legally binding document that establishes the framework for cooperation between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. It governs the investment activities relating to Oregon-specific opportunities and programs provided by First American Ins. Portfolios, Inc. based on the guidelines set forth by SET Investments Distribution Co. 2. Parties Involved: The agreement primarily involves two entities: — First American Ins. Portfolios, Inc.: A reputable investment management company offering a wide range of investment products and services. SETEI Investments Distribution Co.: A prominent distributor of investment solutions serving as a link between investors and investment providers. 3. Key Terms and Conditions: The Oregon Participation Agreement includes the following essential components: a. Investment Objectives: Clearly defined investment objectives that align with the laws and regulations of Oregon. b. Program Selection: An outlined process for selecting and offering suitable investment programs to investors in Oregon. c. Compliance and Regulatory Requirements: Detailed instructions to ensure compliance with state laws and regulatory frameworks governing investment offerings. d. Reporting and Bookkeeping: Obligations regarding periodic reporting, record-keeping, and maintaining transparency in financial matters. e. Compensation and Fees: The structure and payment of compensation to both First American Ins. Portfolios, Inc. and SET Investments Distribution Co. f. Termination and Amendment: Provisions for termination of the agreement if necessary, along with guidelines for making amendments to the document. 4. Types of Oregon Participation Agreements: a. Retirement Plan Participation Agreement: Focuses on investment opportunities and programs specific to retirement plans, offering individuals and organizations the ability to invest in retirement products tailored to Oregon regulations. b. Education Savings Plan Participation Agreement: Pertains to investment options dedicated to education savings plans, allowing participants to save and grow funds for educational purposes within the framework of Oregon state guidelines. c. General Investment Participation Agreement: Covers other investment opportunities and programs available in Oregon, such as mutual funds, exchange-traded funds (ETFs), and other investment vehicles. Conclusion: The Oregon Participation Agreement serves as a framework that fosters collaboration between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. By offering multiple types of participation agreements, they aim to provide investors with diverse investment options that align with Oregon's regulations. This partnership emphasizes transparency, compliance, and mutual benefit, enabling individuals and institutions to make informed investment decisions and achieve their financial goals within the framework of Oregon's investment landscape.
