Houston Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

State:
Multi-State
City:
Houston
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 Houston, Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors: A Houston, Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions regarding the sub-advisory services provided by OPCA Advisors to Touchstone Advisors, Inc. This agreement is crucial for establishing a mutually beneficial relationship, ensuring clear expectations, and protecting the interests of both parties. The primary purpose of the Sub-Advisory Agreement is to define the scope of services, responsibilities, compensation, and other important aspects related to the sub-advisory engagement. It includes provisions that govern the advisory relationship, confidentiality, termination rights, and dispute resolution processes to ensure a smooth working partnership. Keywords: Houston, Texas, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, contract, terms and conditions, sub-advisory services, relationship, expectations, interests, scope of services, responsibilities, compensation, engagement, provisions, advisory relationship, confidentiality, termination rights, dispute resolution. Different types of Houston Texas Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. General Sub-Advisory Agreement: This agreement outlines the overall terms and conditions of the sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors. It covers a broad range of sub-advisory services provided by OPCA Advisors to Touchstone Advisors, Inc. 2. Asset-Specific Sub-Advisory Agreement: In cases where Touchstone Advisors, Inc. has multiple assets or funds under management, separate sub-advisory agreements might be used. Each agreement focuses on a specific asset, providing more detailed terms related to the management, performance, and reporting requirements specific to that asset. 3. Fee-Based Sub-Advisory Agreement: This type of agreement specifies the compensation structure for the sub-advisory services rendered by OPCA Advisors. It outlines the fee calculation method, frequency, payment terms, and any other financial terms agreed upon between the parties. 4. Non-Disclosure Agreement (NDA): In situations where sensitive and confidential information is shared between Touchstone Advisors, Inc. and OPCA Advisors, a separate NDA may be incorporated into the Sub-Advisory Agreement. This additional document ensures the protection of proprietary and confidential information exchanged during the course of the sub-advisory engagement. Keywords: Houston, Texas, Sub-Advisory Agreements, Touchstone Advisors, Inc., OPCA Advisors, General Sub-Advisory Agreement, Asset-Specific Sub-Advisory Agreement, Fee-Based Sub-Advisory Agreement, Non-Disclosure Agreement, terms and conditions, sub-advisory relationship, assets, funds, management, compensation structure, fee calculation, payment terms, non-disclosure agreement, proprietary information, confidential information.

Houston, Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors: A Houston, Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions regarding the sub-advisory services provided by OPCA Advisors to Touchstone Advisors, Inc. This agreement is crucial for establishing a mutually beneficial relationship, ensuring clear expectations, and protecting the interests of both parties. The primary purpose of the Sub-Advisory Agreement is to define the scope of services, responsibilities, compensation, and other important aspects related to the sub-advisory engagement. It includes provisions that govern the advisory relationship, confidentiality, termination rights, and dispute resolution processes to ensure a smooth working partnership. Keywords: Houston, Texas, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, contract, terms and conditions, sub-advisory services, relationship, expectations, interests, scope of services, responsibilities, compensation, engagement, provisions, advisory relationship, confidentiality, termination rights, dispute resolution. Different types of Houston Texas Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. General Sub-Advisory Agreement: This agreement outlines the overall terms and conditions of the sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors. It covers a broad range of sub-advisory services provided by OPCA Advisors to Touchstone Advisors, Inc. 2. Asset-Specific Sub-Advisory Agreement: In cases where Touchstone Advisors, Inc. has multiple assets or funds under management, separate sub-advisory agreements might be used. Each agreement focuses on a specific asset, providing more detailed terms related to the management, performance, and reporting requirements specific to that asset. 3. Fee-Based Sub-Advisory Agreement: This type of agreement specifies the compensation structure for the sub-advisory services rendered by OPCA Advisors. It outlines the fee calculation method, frequency, payment terms, and any other financial terms agreed upon between the parties. 4. Non-Disclosure Agreement (NDA): In situations where sensitive and confidential information is shared between Touchstone Advisors, Inc. and OPCA Advisors, a separate NDA may be incorporated into the Sub-Advisory Agreement. This additional document ensures the protection of proprietary and confidential information exchanged during the course of the sub-advisory engagement. Keywords: Houston, Texas, Sub-Advisory Agreements, Touchstone Advisors, Inc., OPCA Advisors, General Sub-Advisory Agreement, Asset-Specific Sub-Advisory Agreement, Fee-Based Sub-Advisory Agreement, Non-Disclosure Agreement, terms and conditions, sub-advisory relationship, assets, funds, management, compensation structure, fee calculation, payment terms, non-disclosure agreement, proprietary information, confidential information.

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Houston Texas Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors