Virgin Islands 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 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.

Free preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview

How to fill out Virgin Islands Sub-Advisory Agreement Between Touchstone Advisors, Inc. And Opcap Advisors?

US Legal Forms - among the biggest libraries of legitimate forms in the States - delivers a variety of legitimate papers themes you can acquire or produce. Using the website, you can get thousands of forms for business and specific functions, sorted by types, claims, or keywords.You will discover the newest versions of forms such as the Virgin Islands Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors within minutes.

If you have a registration, log in and acquire Virgin Islands Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors from the US Legal Forms library. The Down load switch will show up on every single type you view. You gain access to all formerly delivered electronically forms within the My Forms tab of the bank account.

In order to use US Legal Forms the very first time, allow me to share simple guidelines to help you started:

  • Be sure you have picked out the proper type for your area/county. Select the Preview switch to analyze the form`s content. Read the type outline to ensure that you have chosen the correct type.
  • If the type doesn`t suit your demands, use the Search field on top of the monitor to obtain the one which does.
  • When you are happy with the form, confirm your option by simply clicking the Purchase now switch. Then, choose the costs program you prefer and give your references to register for an bank account.
  • Procedure the deal. Use your Visa or Mastercard or PayPal bank account to accomplish the deal.
  • Find the structure and acquire the form on your own device.
  • Make adjustments. Load, revise and produce and indicator the delivered electronically Virgin Islands Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors.

Each template you included with your money lacks an expiry particular date which is your own eternally. So, if you would like acquire or produce an additional version, just go to the My Forms area and click on about the type you need.

Gain access to the Virgin Islands Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors with US Legal Forms, one of the most comprehensive library of legitimate papers themes. Use thousands of expert and status-particular themes that meet your organization or specific requires and demands.

Trusted and secure by over 3 million people of the world’s leading companies

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