Nassau New York Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

State:
Multi-State
County:
Nassau
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 Nassau New York Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a contractual arrangement that establishes a partnership between these two entities to provide investment advisory services. This agreement is specifically related to the jurisdiction of Nassau County in New York, outlining the terms and conditions under which the sub-advisory relationship operates. Keywords: Nassau New York, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, investment advisory services, contractual arrangement, terms and conditions, jurisdiction. Different types of Nassau New York Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Comprehensive Sub-Advisory Agreement: This agreement covers a broad range of investment advisory services provided by OPCA Advisors to Touchstone Advisors, Inc. It outlines the responsibilities, obligations, and compensation structure for both parties. 2. Specialty Sub-Advisory Agreement: This agreement focuses on a particular area of expertise or specialized service that OPCA Advisors will provide to Touchstone Advisors, Inc. It may specify a certain investment strategy or asset class where OPCA Advisors will offer advisory services. 3. Fee Structure Sub-Advisory Agreement: This type of agreement focuses on the fee arrangements between the two entities. It defines the fee structure, including any performance-based incentives, expense allocation, and payment terms. 4. Termination and Transition Sub-Advisory Agreement: This agreement explicitly outlines the termination process for the sub-advisory relationship and the steps involved in transitioning responsibilities to another advisor or terminating the services altogether. 5. Legal and Compliance Sub-Advisory Agreement: This agreement ensures compliance with legal and regulatory requirements, including the Securities and Exchange Commission (SEC) regulations, in providing investment advisory services in Nassau County, New York. It encompasses risk management, reporting, and compliance obligations for both Touchstone Advisors, Inc. and OPCA Advisors. These varying types of Nassau New York Sub-Advisory Agreements cater to different aspects of the sub-advisory relationship, providing a comprehensive framework tailored to the specific needs and goals of Touchstone Advisors, Inc. and OPCA Advisors.

Nassau New York Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a contractual arrangement that establishes a partnership between these two entities to provide investment advisory services. This agreement is specifically related to the jurisdiction of Nassau County in New York, outlining the terms and conditions under which the sub-advisory relationship operates. Keywords: Nassau New York, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, investment advisory services, contractual arrangement, terms and conditions, jurisdiction. Different types of Nassau New York Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Comprehensive Sub-Advisory Agreement: This agreement covers a broad range of investment advisory services provided by OPCA Advisors to Touchstone Advisors, Inc. It outlines the responsibilities, obligations, and compensation structure for both parties. 2. Specialty Sub-Advisory Agreement: This agreement focuses on a particular area of expertise or specialized service that OPCA Advisors will provide to Touchstone Advisors, Inc. It may specify a certain investment strategy or asset class where OPCA Advisors will offer advisory services. 3. Fee Structure Sub-Advisory Agreement: This type of agreement focuses on the fee arrangements between the two entities. It defines the fee structure, including any performance-based incentives, expense allocation, and payment terms. 4. Termination and Transition Sub-Advisory Agreement: This agreement explicitly outlines the termination process for the sub-advisory relationship and the steps involved in transitioning responsibilities to another advisor or terminating the services altogether. 5. Legal and Compliance Sub-Advisory Agreement: This agreement ensures compliance with legal and regulatory requirements, including the Securities and Exchange Commission (SEC) regulations, in providing investment advisory services in Nassau County, New York. It encompasses risk management, reporting, and compliance obligations for both Touchstone Advisors, Inc. and OPCA Advisors. These varying types of Nassau New York Sub-Advisory Agreements cater to different aspects of the sub-advisory relationship, providing a comprehensive framework tailored to the specific needs and goals of Touchstone Advisors, Inc. and OPCA Advisors.

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Nassau New York Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors