Virginia Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.

• Category: Corporations - Public - Investments
• State: Multi-State
• Control #: US-EG-9186
• Format: Word; Rich Text

Description

Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association dated December 8, 1999. 4 pages The Virginia Investment Advisory Agreement is a legally binding contract entered into between First American Insurance Portfolios, Inc. (FAIR) and U.S. Bank National Association. This agreement outlines the terms and conditions under which FAIR will provide investment advisory services to U.S. Bank National Association. It serves as a formal agreement that governs the relationship between the two parties and sets out the rights, obligations, and responsibilities of each party involved. The Virginia Investment Advisory Agreement between FAIR and U.S. Bank National Association is designed to ensure that both parties have a clear understanding of the objectives, strategies, and guidelines for managing the investment portfolio. It aims to establish a framework for effective collaboration, communication, and decision-making processes. Key elements covered in the agreement may include: 1. Services Provided: The agreement specifies the range of investment advisory services that FAIR will provide to U.S. Bank National Association. This typically involves managing and overseeing the investment portfolio, conducting research and analysis, providing recommendations on asset allocation and investment strategies, and monitoring performance. 2. Compensation and Fees: The agreement outlines the compensation structure, including any management fees, performance-based fees, or other charges that U.S. Bank National Association is required to pay FAIR for the provided services. It may also include provisions for expense reimbursements and disbursements. 3. Investment Objectives and Restrictions: The agreement defines the investment objectives and risk tolerance levels agreed upon by both parties. It may also establish specific investment restrictions or guidelines, such as limitations on certain asset classes or sectors. 4. Reporting and Communication: The agreement determines the frequency, format, and content of the reports that FAIR will provide to U.S. Bank National Association regarding the performance, risk assessment, and compliance with investment guidelines. It also clarifies the responsibilities for ongoing communication between the parties. 5. Termination: The agreement lays out the conditions and procedures for terminating the agreement by either party, including any notice periods, termination fees, or procedures to transition the investment portfolio to another advisor. While specific variations of Virginia Investment Advisory Agreements may exist between FAIR and U.S. Bank National Association based on the individual circumstances and requirements, they generally address similar essential elements to ensure a comprehensive and mutually beneficial partnership.

The Virginia Investment Advisory Agreement is a legally binding contract entered into between First American Insurance Portfolios, Inc. (FAIR) and U.S. Bank National Association. This agreement outlines the terms and conditions under which FAIR will provide investment advisory services to U.S. Bank National Association. It serves as a formal agreement that governs the relationship between the two parties and sets out the rights, obligations, and responsibilities of each party involved. The Virginia Investment Advisory Agreement between FAIR and U.S. Bank National Association is designed to ensure that both parties have a clear understanding of the objectives, strategies, and guidelines for managing the investment portfolio. It aims to establish a framework for effective collaboration, communication, and decision-making processes. Key elements covered in the agreement may include: 1. Services Provided: The agreement specifies the range of investment advisory services that FAIR will provide to U.S. Bank National Association. This typically involves managing and overseeing the investment portfolio, conducting research and analysis, providing recommendations on asset allocation and investment strategies, and monitoring performance. 2. Compensation and Fees: The agreement outlines the compensation structure, including any management fees, performance-based fees, or other charges that U.S. Bank National Association is required to pay FAIR for the provided services. It may also include provisions for expense reimbursements and disbursements. 3. Investment Objectives and Restrictions: The agreement defines the investment objectives and risk tolerance levels agreed upon by both parties. It may also establish specific investment restrictions or guidelines, such as limitations on certain asset classes or sectors. 4. Reporting and Communication: The agreement determines the frequency, format, and content of the reports that FAIR will provide to U.S. Bank National Association regarding the performance, risk assessment, and compliance with investment guidelines. It also clarifies the responsibilities for ongoing communication between the parties. 5. Termination: The agreement lays out the conditions and procedures for terminating the agreement by either party, including any notice periods, termination fees, or procedures to transition the investment portfolio to another advisor. While specific variations of Virginia Investment Advisory Agreements may exist between FAIR and U.S. Bank National Association based on the individual circumstances and requirements, they generally address similar essential elements to ensure a comprehensive and mutually beneficial partnership.