Lima Arizona Distribution Agreement between Ingenuity Capital Management, LLC and Daugherty Capital Markets is a legally binding contract that outlines the terms and conditions for the distribution of financial products and services in the Lima, Arizona region. This agreement provides a framework for the collaboration between the two entities and establishes the rights and obligations of each party involved. The primary objective of this distribution agreement is to facilitate the marketing and sale of investment opportunities, wealth management solutions, and financial products to clients in Lima, Arizona. It enables Ingenuity Capital Management, LLC to leverage Daugherty Capital Market's established network, expertise, and local market knowledge to effectively reach potential investors and enhance their market presence in this specific region. Key terms and provisions within the Lima Arizona Distribution Agreement include: 1. Geographic Scope: The agreement specifies that the distribution activities covered are limited to the Lima, Arizona region. It defines the boundaries within which Ingenuity Capital Management, LLC can promote and distribute their financial products and services. 2. Product Offering: The agreement outlines the specific financial products and services that Ingenuity Capital Management, LLC wishes to distribute through Daugherty Capital Markets. This may include mutual funds, managed accounts, private equity offerings, or other investment vehicles. 3. Marketing and Promotion: The agreement establishes the responsibilities of both parties concerning marketing and promotional activities in Lima, Arizona. It may include joint marketing efforts, advertising campaigns, and client outreach strategies to raise awareness and generate interest in the offered investment opportunities. 4. Client Relationship Management: This section clarifies the roles and responsibilities of each party regarding client relationship management. It may outline procedures for client onboarding, account maintenance, and ongoing client servicing. 5. Compensation and Fees: The agreement defines the compensation structure, including any fees, commissions, or revenue-sharing arrangements between Ingenuity Capital Management, LLC and Daugherty Capital Markets. It also outlines the payment terms and schedule. 6. Confidentiality and Non-Disclosure: This provision ensures that any confidential or proprietary information shared between the parties remains protected and is not disclosed to unauthorized entities. In addition to the general Lima Arizona Distribution Agreement, there might be specific variations or types that cater to different investment products, distribution channels, or target client segments. These variations could include agreements for the distribution of specific mutual fund families, agreements focusing on high-net-worth clients, agreements for digital distribution channels, or agreements tailored for retirement plan distribution, among others. Overall, the Lima Arizona Distribution Agreement between Ingenuity Capital Management, LLC and Daugherty Capital Markets aims to create a mutually beneficial partnership that maximizes distribution reach, enhances market penetration, and delivers value to investors in the Lima, Arizona region.
Pima Arizona Distribution Agreement between Ingenuity Capital Management, LLC and Rafferty Capital Markets
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