Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages
The Virgin Islands Sub-Advisory Agreement is a contractual arrangement between Touchstone Advisors, Inc. and OPCA Advisors pertaining to the provision of sub-advisory services in the Virgin Islands. This agreement outlines the rights, responsibilities, and obligations of both parties involved in the agreement, ensuring a clear understanding of the mutually beneficial relationship. Under this agreement, Touchstone Advisors, Inc. acts as the primary advisor, while OPCA Advisors serves as the sub-advisor. The agreement defines their respective roles and responsibilities in managing investment portfolios, providing investment advice, and executing investment strategies specifically within the jurisdiction of the Virgin Islands. The sub-advisory agreement encompasses an array of key components such as the scope of the agreement, compensation arrangements, termination provisions, confidentiality, compliance requirements, and performance expectations. It lays out the level of autonomy granted to the sub-advisor in making investment decisions within the overall framework provided by the primary advisor. Touchstone Advisors, Inc. and OPCA Advisors may consider variations or types of the Virgin Islands Sub-Advisory Agreements, depending on the specific needs and objectives of their clients. For instance, they could have agreements tailored for different investment instruments like mutual funds, hedge funds, or exchange-traded funds (ETFs). Each type of agreement could entail different fee structures, strategies, and reporting guidelines. The Virgin Islands Sub-Advisory Agreement aims to establish a strong working relationship between Touchstone Advisors, Inc. and OPCA Advisors, based on trust, transparency, and collaboration. Both parties commit to fulfilling their fiduciary duties towards their clients, maintaining the highest standards of professionalism and integrity throughout the engagement. In conclusion, the Virgin Islands Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors outlines the parameters and expectations governing their sub-advisory relationship. It is a comprehensive document that enables the effective management of investment portfolios in the Virgin Islands, ensuring alignment between the goals of the primary advisor and the expertise of the sub-advisor.
The Virgin Islands Sub-Advisory Agreement is a contractual arrangement between Touchstone Advisors, Inc. and OPCA Advisors pertaining to the provision of sub-advisory services in the Virgin Islands. This agreement outlines the rights, responsibilities, and obligations of both parties involved in the agreement, ensuring a clear understanding of the mutually beneficial relationship. Under this agreement, Touchstone Advisors, Inc. acts as the primary advisor, while OPCA Advisors serves as the sub-advisor. The agreement defines their respective roles and responsibilities in managing investment portfolios, providing investment advice, and executing investment strategies specifically within the jurisdiction of the Virgin Islands. The sub-advisory agreement encompasses an array of key components such as the scope of the agreement, compensation arrangements, termination provisions, confidentiality, compliance requirements, and performance expectations. It lays out the level of autonomy granted to the sub-advisor in making investment decisions within the overall framework provided by the primary advisor. Touchstone Advisors, Inc. and OPCA Advisors may consider variations or types of the Virgin Islands Sub-Advisory Agreements, depending on the specific needs and objectives of their clients. For instance, they could have agreements tailored for different investment instruments like mutual funds, hedge funds, or exchange-traded funds (ETFs). Each type of agreement could entail different fee structures, strategies, and reporting guidelines. The Virgin Islands Sub-Advisory Agreement aims to establish a strong working relationship between Touchstone Advisors, Inc. and OPCA Advisors, based on trust, transparency, and collaboration. Both parties commit to fulfilling their fiduciary duties towards their clients, maintaining the highest standards of professionalism and integrity throughout the engagement. In conclusion, the Virgin Islands Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors outlines the parameters and expectations governing their sub-advisory relationship. It is a comprehensive document that enables the effective management of investment portfolios in the Virgin Islands, ensuring alignment between the goals of the primary advisor and the expertise of the sub-advisor.