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

State:
Multi-State
County:
Fairfax
Control #:
US-EG-9141
Format:
Word; 
Rich Text
Instant download

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages Fairfax Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal contract that outlines the relationship and responsibilities between the two entities in the context of investment management services. This agreement is specific to their operations in Fairfax, Virginia, and governs the terms under which OPCA Advisors acts as the sub-adviser to Touchstone Advisors, Inc. Keywords: Fairfax Virginia, Sub-Advisory Agreement, Touchstone Advisors, OPCA Advisors, investment management services. A sub-advisory agreement is a commonly used arrangement in the investment industry where an investment manager (sub-adviser) enters into a contractual relationship with a primary investment firm (advisor). The primary firm delegates certain investment management functions to the sub-adviser, who specializes in specific asset classes or investment strategies. In the case of the Fairfax Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors, several types or variations of the agreement may exist. These can include: 1. General Investment Sub-Advisory Agreement: This type of agreement outlines the overall terms and conditions governing the sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors in Fairfax Virginia. It covers areas such as responsibilities, investment objectives, compensation structure, termination clauses, and legal obligations. 2. Fixed-Term Sub-Advisory Agreement: This agreement specifies a predetermined period during which OPCA Advisors acts as the sub-adviser to Touchstone Advisors, Inc. in Fairfax Virginia. It may include provisions for contract renewal, termination, or extension. 3. Specialty Sub-Advisory Agreement: In certain cases, a sub-advisory agreement may focus on a specific asset class, investment strategy, or sector. For example, Touchstone Advisors, Inc. may engage OPCA Advisors to provide sub-advisory services exclusively for real estate investments or emerging markets. 4. Discretionary Sub-Advisory Agreement: This type of agreement grants OPCA Advisors discretionary authority to manage the investment portfolios on behalf of Touchstone Advisors, Inc. The agreement would define the limits within which OPCA Advisors can make investment decisions without direct approval from Touchstone Advisors, Inc. 5. Performance-Based Sub-Advisory Agreement: This agreement includes a performance fee structure based on the sub-adviser's ability to generate positive investment returns over a specified benchmark. It may align the interests of both firms by incentivizing OPCA Advisors to achieve superior investment performance for Touchstone Advisors, Inc. These types of Fairfax Virginia Sub-Advisory Agreements ensure a clear understanding of the roles, responsibilities, and expectations between Touchstone Advisors, Inc. and OPCA Advisors while complying with applicable legal, regulatory, and industry standards in the investment management field.

Fairfax Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal contract that outlines the relationship and responsibilities between the two entities in the context of investment management services. This agreement is specific to their operations in Fairfax, Virginia, and governs the terms under which OPCA Advisors acts as the sub-adviser to Touchstone Advisors, Inc. Keywords: Fairfax Virginia, Sub-Advisory Agreement, Touchstone Advisors, OPCA Advisors, investment management services. A sub-advisory agreement is a commonly used arrangement in the investment industry where an investment manager (sub-adviser) enters into a contractual relationship with a primary investment firm (advisor). The primary firm delegates certain investment management functions to the sub-adviser, who specializes in specific asset classes or investment strategies. In the case of the Fairfax Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors, several types or variations of the agreement may exist. These can include: 1. General Investment Sub-Advisory Agreement: This type of agreement outlines the overall terms and conditions governing the sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors in Fairfax Virginia. It covers areas such as responsibilities, investment objectives, compensation structure, termination clauses, and legal obligations. 2. Fixed-Term Sub-Advisory Agreement: This agreement specifies a predetermined period during which OPCA Advisors acts as the sub-adviser to Touchstone Advisors, Inc. in Fairfax Virginia. It may include provisions for contract renewal, termination, or extension. 3. Specialty Sub-Advisory Agreement: In certain cases, a sub-advisory agreement may focus on a specific asset class, investment strategy, or sector. For example, Touchstone Advisors, Inc. may engage OPCA Advisors to provide sub-advisory services exclusively for real estate investments or emerging markets. 4. Discretionary Sub-Advisory Agreement: This type of agreement grants OPCA Advisors discretionary authority to manage the investment portfolios on behalf of Touchstone Advisors, Inc. The agreement would define the limits within which OPCA Advisors can make investment decisions without direct approval from Touchstone Advisors, Inc. 5. Performance-Based Sub-Advisory Agreement: This agreement includes a performance fee structure based on the sub-adviser's ability to generate positive investment returns over a specified benchmark. It may align the interests of both firms by incentivizing OPCA Advisors to achieve superior investment performance for Touchstone Advisors, Inc. These types of Fairfax Virginia Sub-Advisory Agreements ensure a clear understanding of the roles, responsibilities, and expectations between Touchstone Advisors, Inc. and OPCA Advisors while complying with applicable legal, regulatory, and industry standards in the investment management field.

Free preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview

How to fill out Fairfax Virginia Sub-Advisory Agreement Between Touchstone Advisors, Inc. And Opcap Advisors?

Preparing legal paperwork can be difficult. Besides, if you decide to ask a legal professional to draft a commercial agreement, papers for ownership transfer, pre-marital agreement, divorce papers, or the Fairfax Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors, it may cost you a fortune. So what is the best way to save time and money and draw up legitimate forms in total compliance with your state and local regulations? US Legal Forms is a great solution, whether you're looking for templates for your personal or business needs.

US Legal Forms is largest online catalog of state-specific legal documents, providing users with the up-to-date and professionally checked templates for any use case collected all in one place. Consequently, if you need the current version of the Fairfax Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors, you can easily find it on our platform. Obtaining the papers takes a minimum of time. Those who already have an account should check their subscription to be valid, log in, and pick the sample by clicking on the Download button. If you haven't subscribed yet, here's how you can get the Fairfax Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors:

  1. Look through the page and verify there is a sample for your area.
  2. Check the form description and use the Preview option, if available, to ensure it's the sample you need.
  3. Don't worry if the form doesn't satisfy your requirements - look for the right one in the header.
  4. Click Buy Now once you find the required sample and select the best suitable subscription.
  5. Log in or register for an account to purchase your subscription.
  6. Make a transaction with a credit card or via PayPal.
  7. Choose the file format for your Fairfax Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors and save it.

When finished, you can print it out and complete it on paper or upload the samples to an online editor for a faster and more convenient fill-out. US Legal Forms allows you to use all the documents ever acquired many times - you can find your templates in the My Forms tab in your profile. Give it a try now!

Trusted and secure by over 3 million people of the world’s leading companies

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