A Wisconsin Investment Advisory Agreement is a legally binding document that outlines the terms and conditions of the relationship between First American Insurance Portfolios, Inc. (FAIR) and U.S. Bank National Association (US Bank) regarding investment advisory services provided in the state of Wisconsin. In this agreement, FAIR acts as the investment adviser, providing expert advice and guidance on investment strategies and portfolio management to US Bank. US Bank, on the other hand, acts as the client, entrusting FAIR with the responsibility of managing its investment assets. The Wisconsin Investment Advisory Agreement typically includes the following key components: 1. Parties involved: The agreement explicitly identifies FAIR and US Bank as the participating parties, clearly stating their roles and responsibilities. 2. Objective: The agreement outlines the primary purpose for entering into the advisory relationship, which is typically the management and growth of US Bank's investment portfolio. 3. Scope of services: FAIR specifies the range of investment advisory services it will provide to US Bank under this agreement. It may involve asset allocation, investment research, risk assessment, periodic reporting, and other related services. 4. Investment strategies: The agreement describes the investment approaches and strategies that FAIR will employ to achieve US Bank's investment objectives. These strategies may include diversification, sector allocation, risk management techniques, and adherence to specific investment philosophies. 5. Compensation: The agreement details the fees, compensation, and expense structure for FAIR's services, typically based on a percentage of the investment assets under management. 6. Duties and responsibilities: It outlines the specific duties and responsibilities of each party involved, ensuring transparency and clarity. This may include the requirement for FAIR to act in the best interests of US Bank and to conduct thorough due diligence on investment opportunities. 7. Term and termination: The agreement specifies the duration for which it remains in effect and the conditions under which either party may terminate the agreement. 8. Compliance and regulations: It highlights the need for FAIR to operate within the guidelines and regulations set forth by relevant regulatory bodies, ensuring compliance with legal and ethical standards. It is important to note that while there may be different variations or revisions of the Wisconsin Investment Advisory Agreement between FAIR and US Bank to accommodate specific circumstances, the fundamental components mentioned above will generally remain consistent. Disclaimer: The above information is purely for descriptive purposes and should not be considered as legal advice or an actual agreement. Specific details and terms may vary in actual agreements. It is recommended to consult legal professionals for accurate guidance and advice.
Wisconsin Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.
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How to fill out Wisconsin Investment Advisory Agreement Between First American Insurance Portfolios, Inc. And U.S. Bank National Assoc.?
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