Washington Participation Agreement between First American Ins. Portfolios, Inc., SET Investments Distribution Co. is a legally binding document that outlines the terms and conditions governing the participation of First American Ins. Portfolios, Inc. in SET Investment Distribution Co.'s Washington investment programs. This agreement is designed to protect the rights and interests of both parties involved. Under this participation agreement, First American Ins. Portfolios, Inc. agrees to participate in the investment programs offered by SET Investments Distribution Co. in the state of Washington. This includes mutual funds, investment trusts, retirement plans, and any other investment products authorized by SET Investments Distribution Co. The agreement outlines various important aspects, including the rights and responsibilities of both parties. It specifies the investment strategies, objectives, and limitations of the programs available for participation. It also highlights the fees, charges, and expenses associated with the investment programs, providing transparency for First American Ins. Portfolios, Inc. In addition, the agreement covers risk factors, disclosure requirements, and any legal obligations that need to be considered by both parties. It ensures compliance with federal and state laws and regulations governing investment activities in Washington. Different types of Washington Participation Agreements between First American Ins. Portfolios, Inc., SET Investments Distribution Co. may include specific terms and conditions tailored for different investment programs or products. For example, separate participation agreements could be established for equity funds, bond funds, money market funds, or retirement plans such as a 401(k) or an IRA. The Washington Participation Agreement may also include provisions related to the termination or amendment of the agreement, ensuring that both parties have the flexibility to modify the terms if necessary. It may also include provisions related to disputes or conflicts that may arise during the agreement's term, providing a framework for resolution. Overall, the Washington Participation Agreement between First American Ins. Portfolios, Inc., SET Investments Distribution Co. serves as a crucial contractual document that governs the relationship between the two entities. It ensures transparency, compliance, and mutual understanding, enabling First American Ins. Portfolios, Inc. to effectively participate in SET Investments Distribution Co.'s Washington investment programs while securing the rights and interests of both parties involved.
Washington Participation Agreement between First American Ins. Portfolios, Inc., SEI Investments Distribution Co.
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