A Texas Sub-Advisory Agreement refers to a legal contract established between Touchstone Advisors, Inc. (the "Principal") and OPCA Advisors (the "Sub-Advisor") in the state of Texas. This agreement outlines the terms and conditions under which the Sub-Advisor will provide investment advisory services to the Principal's clients or funds. The Texas Sub-Advisory Agreement outlines various key aspects, including the scope of the services to be provided, compensation arrangements, responsibilities and obligations of both parties, termination provisions, and confidentiality requirements. This agreement serves as a framework for collaboration and ensures a clear understanding between Touchstone Advisors, Inc. and OPCA Advisors, promoting a successful and professional relationship in delivering investment advisory services. Specific types of Texas Sub-Advisory Agreements that may exist between Touchstone Advisors, Inc. and OPCA Advisors can include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on the Sub-Advisor providing advice and expertise in managing equity investments on behalf of Touchstone Advisors, Inc. and its clients. It encompasses strategies, research, and recommendations related to equity investments. 2. Fixed-Income Sub-Advisory Agreement: In this scenario, the Sub-Advisor specializes in providing advisory services related to fixed-income investments. They may analyze and make recommendations on bonds, treasuries, and other fixed-income securities to maximize returns while managing risk. 3. Multi-Asset Sub-Advisory Agreement: This type of agreement involves OPCA Advisors offering advisory services across multiple asset classes, such as equities, fixed-income, and alternative investments. The Sub-Advisor assists Touchstone Advisors, Inc. in creating diversified portfolios that align with the investment objectives of their clients. 4. Alternative Investment Sub-Advisory Agreement: This agreement focuses on the Sub-Advisor providing guidance and recommendations on alternative investments, which can include hedge funds, private equity, real estate, or commodities. OPCA Advisors leverages their expertise to identify suitable alternative investments and manage associated risks. It is important to note that while these specific types of Texas Sub-Advisory Agreements serve as key examples, the actual terms and details of the agreement may vary depending on the specific needs and objectives of Touchstone Advisors, Inc. and the expertise offered by OPCA Advisors.
Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
Description
How to fill out Sub-Advisory Agreement Between Touchstone Advisors, Inc. And Opcap Advisors?
If you have to total, obtain, or printing legitimate papers templates, use US Legal Forms, the most important variety of legitimate varieties, that can be found on the Internet. Take advantage of the site`s easy and handy look for to get the paperwork you need. Numerous templates for business and specific purposes are categorized by types and says, or search phrases. Use US Legal Forms to get the Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors in just a few click throughs.
In case you are currently a US Legal Forms buyer, log in in your account and then click the Down load switch to find the Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors. You can also accessibility varieties you in the past downloaded inside the My Forms tab of the account.
If you work with US Legal Forms for the first time, refer to the instructions under:
- Step 1. Make sure you have selected the form for your right city/region.
- Step 2. Take advantage of the Preview option to look through the form`s content material. Never forget about to see the explanation.
- Step 3. In case you are unhappy together with the develop, take advantage of the Lookup industry on top of the display screen to get other variations of your legitimate develop web template.
- Step 4. Upon having identified the form you need, go through the Buy now switch. Opt for the costs program you choose and put your accreditations to sign up to have an account.
- Step 5. Process the financial transaction. You can use your credit card or PayPal account to accomplish the financial transaction.
- Step 6. Select the structure of your legitimate develop and obtain it on your own system.
- Step 7. Comprehensive, change and printing or signal the Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors.
Every single legitimate papers web template you purchase is the one you have eternally. You might have acces to each and every develop you downloaded inside your acccount. Select the My Forms area and choose a develop to printing or obtain once more.
Be competitive and obtain, and printing the Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors with US Legal Forms. There are many professional and express-specific varieties you can utilize for the business or specific needs.
Form popularity
FAQ
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.
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.
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 ...
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.
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.
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.