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

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9141
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages The Washington Sub-Advisory Agreement is a legal contract established between Touchstone Advisors, Inc. and OPCA Advisors for the purpose of outlining the terms and conditions of their sub-advisory relationship within the state of Washington. This agreement delineates the roles, responsibilities, and obligations of both parties involved, ensuring a clear understanding of their respective duties. Under this agreement, Touchstone Advisors, Inc. acts as the sub-adviser, while OPCA Advisors functions as the primary investment advisor. The agreement outlines the delegation of investment management functions, whereby Touchstone Advisors, Inc. provides sub-advisory services to OPCA Advisors as per the agreed terms. The agreement covers various key aspects relating to the sub-advisory arrangement. It outlines the scope and nature of sub-advisory services, specifying the particular investment strategies, asset classes, or portfolios for which Touchstone Advisors, Inc. will provide expertise. This may include investment research, analysis, portfolio management, and other related activities. Moreover, this agreement details the compensation structure, addressing the fees and expenses to be paid by OPCA Advisors to Touchstone Advisors, Inc. in exchange for the sub-advisory services rendered. The fee structure may be based on a percentage of assets under management, fixed fees, performance-based fees, or a combination thereof. To ensure compliance with applicable regulations and standards, the agreement also covers governance and compliance measures. It mandates Touchstone Advisors, Inc. to adhere to relevant laws, rules, and regulations established by both federal and state authorities. Additionally, the agreement may specify the termination provisions, including the conditions under which the agreement can be terminated by either party. It may also cover applicable notice periods and any potential penalties or consequences associated with early termination. While the Washington Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is unique to their specific arrangement, it is important to note that there might be different types or variations of such agreements based on the specific investment strategies, services, or asset classes involved. These variations could include agreements for sub-advisory services related to equity investments, fixed income investments, real estate investments, or any other specialized investment areas. In conclusion, the Washington Sub-Advisory Agreement is a comprehensive legal document that outlines the essential terms and conditions governing the sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors. It ensures a clear understanding of the roles, responsibilities, compensation, and compliance requirements within the framework of their sub-advisory arrangement.

The Washington Sub-Advisory Agreement is a legal contract established between Touchstone Advisors, Inc. and OPCA Advisors for the purpose of outlining the terms and conditions of their sub-advisory relationship within the state of Washington. This agreement delineates the roles, responsibilities, and obligations of both parties involved, ensuring a clear understanding of their respective duties. Under this agreement, Touchstone Advisors, Inc. acts as the sub-adviser, while OPCA Advisors functions as the primary investment advisor. The agreement outlines the delegation of investment management functions, whereby Touchstone Advisors, Inc. provides sub-advisory services to OPCA Advisors as per the agreed terms. The agreement covers various key aspects relating to the sub-advisory arrangement. It outlines the scope and nature of sub-advisory services, specifying the particular investment strategies, asset classes, or portfolios for which Touchstone Advisors, Inc. will provide expertise. This may include investment research, analysis, portfolio management, and other related activities. Moreover, this agreement details the compensation structure, addressing the fees and expenses to be paid by OPCA Advisors to Touchstone Advisors, Inc. in exchange for the sub-advisory services rendered. The fee structure may be based on a percentage of assets under management, fixed fees, performance-based fees, or a combination thereof. To ensure compliance with applicable regulations and standards, the agreement also covers governance and compliance measures. It mandates Touchstone Advisors, Inc. to adhere to relevant laws, rules, and regulations established by both federal and state authorities. Additionally, the agreement may specify the termination provisions, including the conditions under which the agreement can be terminated by either party. It may also cover applicable notice periods and any potential penalties or consequences associated with early termination. While the Washington Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is unique to their specific arrangement, it is important to note that there might be different types or variations of such agreements based on the specific investment strategies, services, or asset classes involved. These variations could include agreements for sub-advisory services related to equity investments, fixed income investments, real estate investments, or any other specialized investment areas. In conclusion, the Washington Sub-Advisory Agreement is a comprehensive legal document that outlines the essential terms and conditions governing the sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors. It ensures a clear understanding of the roles, responsibilities, compensation, and compliance requirements within the framework of their sub-advisory arrangement.