Chicago Illinois Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.

• Category: Corporations - Public - Investments
• State: Multi-State
• City: Chicago
• Control #: US-EG-9186
• Format: Word; Rich Text

Description

Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association dated December 8, 1999. 4 pages Chicago Illinois Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is a comprehensive contract that outlines the terms and conditions governing the investment advisory services provided by First American Insurance Portfolios, Inc. to U.S. Bank National Assoc. In this agreement, both parties establish their rights, responsibilities, and expectations in regard to the management and supervision of investment assets. Keywords: Chicago Illinois, Investment Advisory Agreement, First American Insurance Portfolios, Inc., U.S. Bank National Assoc., investment advisory services, contract, terms, conditions, management, supervision, investment assets. The agreement typically covers various aspects including: 1. Objective of the Agreement: The Investment Advisory Agreement defines the goals and objectives of the advisory relationship between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. It outlines the purposes for which investment assets will be managed and the expected outcomes. 2. Scope of Services: The agreement outlines the specific investment advisory services to be provided by First American Insurance Portfolios, Inc. These services may include portfolio management, investment research, asset allocation, risk assessment, reporting, and periodic performance review among others. The agreement typically clarifies the responsibilities and limitations of both parties. 3. Fees and Compensation: The agreement specifies the fees and compensation structure to be paid by U.S. Bank National Assoc. To First American Insurance Portfolios, Inc. for the investment advisory services provided. It details the basis of calculating fees, frequency of payments, and any additional charges or expenses to be borne by the client. 4. Standard of Care: The agreement establishes the standard of care and diligence that First American Insurance Portfolios, Inc. will apply when managing U.S. Bank National Assoc.'s investment assets. It typically includes a requirement to act in the best interests of the client, exercise reasonable care, and follow relevant laws and regulations. 5. Duration and Termination: The agreement outlines the duration of the advisory relationship and the conditions under which both parties can terminate it. This may include provisions for termination with or without cause, notice periods, and potential penalties or consequences. 6. Confidentiality and Non-Disclosure: To protect sensitive information, the agreement typically includes clauses regarding the confidentiality and non-disclosure of proprietary or private information shared between both parties during the course of the advisory relationship. Types of Chicago Illinois Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.: 1. General Investment Advisory Agreement: This is the standard agreement that covers a broad range of investment advisory services provided by First American Insurance Portfolios, Inc. to U.S. Bank National Assoc. 2. Customized Investment Advisory Agreement: In some cases, a customized agreement may be required to suit specific needs or circumstances unique to U.S. Bank National Assoc. This agreement can include tailored provisions, special reporting requirements, or unique investment strategies. In conclusion, the Chicago Illinois Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Establishes a legally binding framework for the provision of investment advisory services. It ensures both parties understand their roles, responsibilities, and protects the interests of U.S. Bank National Assoc. Throughout the advisory relationship.

Chicago Illinois Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is a comprehensive contract that outlines the terms and conditions governing the investment advisory services provided by First American Insurance Portfolios, Inc. to U.S. Bank National Assoc. In this agreement, both parties establish their rights, responsibilities, and expectations in regard to the management and supervision of investment assets. Keywords: Chicago Illinois, Investment Advisory Agreement, First American Insurance Portfolios, Inc., U.S. Bank National Assoc., investment advisory services, contract, terms, conditions, management, supervision, investment assets. The agreement typically covers various aspects including: 1. Objective of the Agreement: The Investment Advisory Agreement defines the goals and objectives of the advisory relationship between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. It outlines the purposes for which investment assets will be managed and the expected outcomes. 2. Scope of Services: The agreement outlines the specific investment advisory services to be provided by First American Insurance Portfolios, Inc. These services may include portfolio management, investment research, asset allocation, risk assessment, reporting, and periodic performance review among others. The agreement typically clarifies the responsibilities and limitations of both parties. 3. Fees and Compensation: The agreement specifies the fees and compensation structure to be paid by U.S. Bank National Assoc. To First American Insurance Portfolios, Inc. for the investment advisory services provided. It details the basis of calculating fees, frequency of payments, and any additional charges or expenses to be borne by the client. 4. Standard of Care: The agreement establishes the standard of care and diligence that First American Insurance Portfolios, Inc. will apply when managing U.S. Bank National Assoc.'s investment assets. It typically includes a requirement to act in the best interests of the client, exercise reasonable care, and follow relevant laws and regulations. 5. Duration and Termination: The agreement outlines the duration of the advisory relationship and the conditions under which both parties can terminate it. This may include provisions for termination with or without cause, notice periods, and potential penalties or consequences. 6. Confidentiality and Non-Disclosure: To protect sensitive information, the agreement typically includes clauses regarding the confidentiality and non-disclosure of proprietary or private information shared between both parties during the course of the advisory relationship. Types of Chicago Illinois Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.: 1. General Investment Advisory Agreement: This is the standard agreement that covers a broad range of investment advisory services provided by First American Insurance Portfolios, Inc. to U.S. Bank National Assoc. 2. Customized Investment Advisory Agreement: In some cases, a customized agreement may be required to suit specific needs or circumstances unique to U.S. Bank National Assoc. This agreement can include tailored provisions, special reporting requirements, or unique investment strategies. In conclusion, the Chicago Illinois Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Establishes a legally binding framework for the provision of investment advisory services. It ensures both parties understand their roles, responsibilities, and protects the interests of U.S. Bank National Assoc. Throughout the advisory relationship.