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

State:
Multi-State
Control #:
US-EG-9141
Format:
Word; 
Rich Text
Instant download

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages The Virginia Sub-Advisory Agreement is a legally binding contract that establishes a professional relationship between Touchstone Advisors, Inc. and OPCA Advisors. This agreement outlines the terms and conditions under which OPCA Advisors will act as a sub-advisor to Touchstone Advisors, Inc. in Virginia. Under this agreement, Touchstone Advisors, Inc. serves as the primary advisor and has the authority to manage and provide investment advisory services to clients. OPCA Advisors, on the other hand, acts as a sub-advisor and assists Touchstone Advisors, Inc. in carrying out their responsibilities. The Virginia Sub-Advisory Agreement encompasses various key aspects, including the scope of services and responsibilities of OPCA Advisors, the compensation structure, the duration of the agreement, and the termination provisions. Keywords: Virginia Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, legally binding contract, professional relationship, terms and conditions, sub-advisor, investment advisory services, primary advisor, clients, scope of services, responsibilities, compensation structure, duration, termination provisions. Types of Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. General Virginia Sub-Advisory Agreement: This agreement typically outlines the broad provisions and terms applicable to the sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors in Virginia. 2. Specific Virginia Sub-Advisory Agreement: This type of agreement may be tailored to address specific investment strategies or a particular client's needs. It may contain additional provisions or modifications to accommodate unique circumstances. 3. Fixed-Term Virginia Sub-Advisory Agreement: This agreement establishes a set period during which OPCA Advisors will act as a sub-advisor to Touchstone Advisors, Inc. It specifies the start and end dates of the relationship, providing clarity on the duration of the arrangement. 4. Evergreen Virginia Sub-Advisory Agreement: In this type of agreement, the relationship between Touchstone Advisors, Inc. and OPCA Advisors is ongoing until one party decides to terminate it. It typically includes provisions for termination notice periods and conditions under which either party can end the agreement. 5. Virginia Sub-Advisory Agreement with Performance-Based Fees: This agreement may involve a fee structure for OPCA Advisors that includes a performance-based component. The compensation for OPCA Advisors is dependent on achieving specified investment performance targets. Keywords: General Virginia Sub-Advisory Agreement, Specific Virginia Sub-Advisory Agreement, Fixed-Term Virginia Sub-Advisory Agreement, Evergreen Virginia Sub-Advisory Agreement, Virginia Sub-Advisory Agreement with Performance-Based Fees.

The Virginia Sub-Advisory Agreement is a legally binding contract that establishes a professional relationship between Touchstone Advisors, Inc. and OPCA Advisors. This agreement outlines the terms and conditions under which OPCA Advisors will act as a sub-advisor to Touchstone Advisors, Inc. in Virginia. Under this agreement, Touchstone Advisors, Inc. serves as the primary advisor and has the authority to manage and provide investment advisory services to clients. OPCA Advisors, on the other hand, acts as a sub-advisor and assists Touchstone Advisors, Inc. in carrying out their responsibilities. The Virginia Sub-Advisory Agreement encompasses various key aspects, including the scope of services and responsibilities of OPCA Advisors, the compensation structure, the duration of the agreement, and the termination provisions. Keywords: Virginia Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, legally binding contract, professional relationship, terms and conditions, sub-advisor, investment advisory services, primary advisor, clients, scope of services, responsibilities, compensation structure, duration, termination provisions. Types of Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. General Virginia Sub-Advisory Agreement: This agreement typically outlines the broad provisions and terms applicable to the sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors in Virginia. 2. Specific Virginia Sub-Advisory Agreement: This type of agreement may be tailored to address specific investment strategies or a particular client's needs. It may contain additional provisions or modifications to accommodate unique circumstances. 3. Fixed-Term Virginia Sub-Advisory Agreement: This agreement establishes a set period during which OPCA Advisors will act as a sub-advisor to Touchstone Advisors, Inc. It specifies the start and end dates of the relationship, providing clarity on the duration of the arrangement. 4. Evergreen Virginia Sub-Advisory Agreement: In this type of agreement, the relationship between Touchstone Advisors, Inc. and OPCA Advisors is ongoing until one party decides to terminate it. It typically includes provisions for termination notice periods and conditions under which either party can end the agreement. 5. Virginia Sub-Advisory Agreement with Performance-Based Fees: This agreement may involve a fee structure for OPCA Advisors that includes a performance-based component. The compensation for OPCA Advisors is dependent on achieving specified investment performance targets. Keywords: General Virginia Sub-Advisory Agreement, Specific Virginia Sub-Advisory Agreement, Fixed-Term Virginia Sub-Advisory Agreement, Evergreen Virginia Sub-Advisory Agreement, Virginia Sub-Advisory Agreement with Performance-Based Fees.

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