West Virginia 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 West Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal document that outlines the terms and conditions of their collaboration. This agreement allows Touchstone Advisors, Inc. to engage OPCA Advisors as a sub-advisor for specific investment services within the state of West Virginia. The use of relevant keywords helps provide a comprehensive description of this agreement: 1. West Virginia Sub-Advisory Agreement: This agreement specifically pertains to the partnership between Touchstone Advisors, Inc. and OPCA Advisors within the state of West Virginia. It ensures that all activities and responsibilities outlined in the agreement comply with West Virginia's laws and regulations. 2. Touchstone Advisors, Inc.: Touchstone Advisors, Inc. is an established investment advisor firm that seeks to partner with trusted sub-advisors for specific investment services in West Virginia. Touchstone Advisors, Inc. may have several sub-advisory agreements in place to govern their collaborations with various firms. 3. OPCA Advisors: OPCA Advisors is a reputable sub-advisor firm that specializes in providing investment services within West Virginia. They offer their expertise and support to Touchstone Advisors, Inc. in implementing investment strategies, managing portfolios, and making informed financial decisions for their West Virginia clients. 4. Investment Services: The West Virginia Sub-Advisory Agreement outlines the scope of investment services that OPCA Advisors will provide under Touchstone Advisors, Inc. It may specify areas such as asset allocation, portfolio management, investment research, risk assessment, and performance reporting tailored for West Virginia clients. 5. Duties and Responsibilities: The agreement defines the duties of each party involved. Touchstone Advisors, Inc. may outline their expectations regarding OPCA Advisor's fiduciary responsibilities, compliance with regulations, client communication, reporting requirements, and investment decision-making processes in West Virginia. 6. Compensation and Termination: The contract should clearly state the compensation structure for OPCA Advisors, including any management fees, performance-based incentives, or profit-sharing arrangements within the West Virginia operation. It should also address the procedure for termination of the agreement, including the notice period and any applicable conditions. Remember that the specific boundaries and provisions of a West Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors may vary based on the parties' agreement. It is always advisable to consult legal professionals and thoroughly review the agreement before entering into any contractual relationship.

The West Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal document that outlines the terms and conditions of their collaboration. This agreement allows Touchstone Advisors, Inc. to engage OPCA Advisors as a sub-advisor for specific investment services within the state of West Virginia. The use of relevant keywords helps provide a comprehensive description of this agreement: 1. West Virginia Sub-Advisory Agreement: This agreement specifically pertains to the partnership between Touchstone Advisors, Inc. and OPCA Advisors within the state of West Virginia. It ensures that all activities and responsibilities outlined in the agreement comply with West Virginia's laws and regulations. 2. Touchstone Advisors, Inc.: Touchstone Advisors, Inc. is an established investment advisor firm that seeks to partner with trusted sub-advisors for specific investment services in West Virginia. Touchstone Advisors, Inc. may have several sub-advisory agreements in place to govern their collaborations with various firms. 3. OPCA Advisors: OPCA Advisors is a reputable sub-advisor firm that specializes in providing investment services within West Virginia. They offer their expertise and support to Touchstone Advisors, Inc. in implementing investment strategies, managing portfolios, and making informed financial decisions for their West Virginia clients. 4. Investment Services: The West Virginia Sub-Advisory Agreement outlines the scope of investment services that OPCA Advisors will provide under Touchstone Advisors, Inc. It may specify areas such as asset allocation, portfolio management, investment research, risk assessment, and performance reporting tailored for West Virginia clients. 5. Duties and Responsibilities: The agreement defines the duties of each party involved. Touchstone Advisors, Inc. may outline their expectations regarding OPCA Advisor's fiduciary responsibilities, compliance with regulations, client communication, reporting requirements, and investment decision-making processes in West Virginia. 6. Compensation and Termination: The contract should clearly state the compensation structure for OPCA Advisors, including any management fees, performance-based incentives, or profit-sharing arrangements within the West Virginia operation. It should also address the procedure for termination of the agreement, including the notice period and any applicable conditions. Remember that the specific boundaries and provisions of a West Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors may vary based on the parties' agreement. It is always advisable to consult legal professionals and thoroughly review the agreement before entering into any contractual relationship.