The Wisconsin Participation Agreement between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. is a legally binding document that outlines the terms and conditions for participation in investment portfolios offered by First American Ins. Portfolios, Inc. in partnership with SET Investments Distribution Co. This agreement sets forth the relationship between the two entities and the responsibilities of each party involved. Within the scope of this agreement, there may be different types or variations, depending on the specific investment portfolios being offered. Some of these variations may include: 1. Traditional Participation Agreement: This type of agreement covers the basic terms and conditions for participation in First American Ins. Portfolios, Inc.'s investment portfolios, as facilitated by SET Investments Distribution Co. It outlines the rights and obligations of both parties, including fees, disclosure requirements, and any additional terms specific to the investment portfolios. 2. Retirement Account Participation Agreement: In this variation, the Participation Agreement focuses on retirement-specific investment portfolios offered by First American Ins. Portfolios, Inc. and distributed by SET Investments Distribution Co. It may contain provisions related to retirement account regulations, tax considerations, and other pertinent retirement-specific details. 3. Customized Participation Agreement: This type of agreement may be tailored to meet the unique needs or requirements of a particular client, such as institutional investors or high-net-worth individuals. It can include specialized investment strategies, dedicated account managers, and personalized terms specific to the client's investment objectives. 4. Portfolio-Specific Participation Agreement: This variation of the agreement is applicable when First American Ins. Portfolios, Inc. offers multiple investment portfolios, each with its own set of terms and conditions. The agreement outlines the specific terms related to a particular portfolio, including investment strategies, risk factors, and associated fees. The Wisconsin Participation Agreement between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. serves to ensure transparency, clarity, and legal protection for all parties involved in participating in the investment portfolios. It is essential for potential investors to thoroughly review and understand the agreement before engaging in any investment activities.
Wisconsin Participation Agreement between First American Ins. Portfolios, Inc., SEI Investments Distribution Co.
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