A Tennessee Sub-Advisory Agreement is a legally binding contract that establishes the terms and conditions governing the relationship between Touchstone Advisors, Inc. and OPCA Advisors. This agreement outlines the specific responsibilities, rights, and obligations of both parties involved in the sub-advisory arrangement. Under this agreement, Touchstone Advisors, Inc. acts as the primary advisor, while OPCA Advisors serves as the sub-advisor. The agreement includes provisions regarding the scope of the contracted services, compensation, confidentiality, termination, and dispute resolution. One type of Tennessee Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors could be a Fixed Term Agreement. This agreement is valid for a specified period, typically one to five years, after which it can be renewed or terminated based on the mutual agreement of both parties. Another type of Tennessee Sub-Advisory Agreement could be an Evergreen Agreement. This agreement remains in effect indefinitely until either party provides written notice to terminate the relationship. It offers flexibility to both parties and is often subject to specific termination provisions. In a Tennessee Sub-Advisory Agreement, some relevant keywords that may be included are "investment strategy," "portfolio management," "investment advisory services," "disclosure requirements," "fiduciary duties," "client accounts," "performance benchmarks," "compliance obligations," "indemnification," and "governing law." It is crucial for both parties to carefully review, negotiate, and execute the Tennessee Sub-Advisory Agreement to ensure a clear understanding of their roles, responsibilities, and expectations. This agreement serves as the foundation for a successful and compliant sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors, fostering trust and providing clarity in their professional collaboration.
Tennessee Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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Key Takeaways. A sub-advised fund involves a third-party money manager that is hired by an investment company or mutual fund to manage an investment portfolio. Sub-advised funds are typically sought by investment companies because of their expertise in managing a specific strategy.
adviser is an asset management firm hired by an investment adviser to help identify, evaluate and manage investments within a portfolio. Subadvisers are typically selected based on their investment style, expertise and track record in a specific investment strategy.
A subadvisory agreement is a legally binding agreement between a mutual fund and an advisor. These agreements outline the terms and conditions of the relationship between the fund and the advisor and what rights and responsibilities are expected of each party. Subadvisory Agreement: Definition & Sample Contracts Counsel ? subadvisory-agree... Contracts Counsel ? subadvisory-agree...
Subadvisory Fee means a fee in an amount equal to 20% of the amount of fees paid to Advisor by the REIT pursuant to the Advisory Agreement, including but not limited to: Acquisition Fees, Asset Management Fees, Loan Refinancing Fees, Property Management Fees, and Subordinated Disposition Fees, each as defined in the ...
An advisory agreement is a business contract signed between a company and an advisor. The latter offers their services as an external third party and does so for any chosen term. The agreement is either signed at the beginning of the project or for the specific duration which the advisor offers their service.