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

• Category: Corporations - Public - Investments
• State: Multi-State
• County: Franklin
• 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 The Franklin Ohio Investment Advisory Agreement is a comprehensive contract between First American Insurance Portfolios, Inc. and U.S. Bank National Association. This agreement outlines the terms and conditions under which investment advisory services are provided by First American Insurance Portfolios, Inc. to U.S. Bank National Association. The agreement serves as a legally binding document that clarifies the responsibilities and obligations of both parties involved in the investment advisory relationship. It ensures a clear understanding of the services provided, the fees involved, and the limitations of liability. Key provisions in the Franklin Ohio Investment Advisory Agreement may include: 1. Scope of Services: This section defines the specific investment advisory services that First American Insurance Portfolios, Inc. will provide to U.S. Bank National Association. It may include portfolio management, investment research, asset allocation recommendations, and other related services. 2. Duties and Responsibilities: This outlines the duties and responsibilities of both parties. It may detail U.S. Bank National Association's obligation to provide necessary information, documents, and access to relevant accounts or assets. It also covers First American Insurance Portfolios, Inc.'s responsibilities to act in the best interest of U.S. Bank National Association and exercise due care and diligence. 3. Compensation: The agreement will outline the fees and compensation structure for the investment advisory services. It may specify whether the fees are based on a percentage of assets under management, a fixed fee, or a combination of both. It may also detail any additional expenses that U.S. Bank National Association may incur, such as custodial fees or transaction costs. 4. Termination: This section describes the conditions under which either party can terminate the agreement. It may outline notice periods, termination fees (if any), and procedures for transferring or liquidating assets upon termination. 5. Confidentiality and Privacy: The agreement will address the confidentiality and privacy obligations of both parties, ensuring the protection of sensitive information and compliance with relevant laws and regulations. Different types of Franklin Ohio Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Association may include variations in the scope of services provided or specific terms based on the needs and goals of U.S. Bank National Association. These variations may arise when structuring different investment strategies, offering specialized advisory services, or catering to specific asset classes or investment vehicles. However, the core provisions related to duties, responsibilities, compensation, termination, and confidentiality are likely to remain consistent across these different types of agreements.

The Franklin Ohio Investment Advisory Agreement is a comprehensive contract between First American Insurance Portfolios, Inc. and U.S. Bank National Association. This agreement outlines the terms and conditions under which investment advisory services are provided by First American Insurance Portfolios, Inc. to U.S. Bank National Association. The agreement serves as a legally binding document that clarifies the responsibilities and obligations of both parties involved in the investment advisory relationship. It ensures a clear understanding of the services provided, the fees involved, and the limitations of liability. Key provisions in the Franklin Ohio Investment Advisory Agreement may include: 1. Scope of Services: This section defines the specific investment advisory services that First American Insurance Portfolios, Inc. will provide to U.S. Bank National Association. It may include portfolio management, investment research, asset allocation recommendations, and other related services. 2. Duties and Responsibilities: This outlines the duties and responsibilities of both parties. It may detail U.S. Bank National Association's obligation to provide necessary information, documents, and access to relevant accounts or assets. It also covers First American Insurance Portfolios, Inc.'s responsibilities to act in the best interest of U.S. Bank National Association and exercise due care and diligence. 3. Compensation: The agreement will outline the fees and compensation structure for the investment advisory services. It may specify whether the fees are based on a percentage of assets under management, a fixed fee, or a combination of both. It may also detail any additional expenses that U.S. Bank National Association may incur, such as custodial fees or transaction costs. 4. Termination: This section describes the conditions under which either party can terminate the agreement. It may outline notice periods, termination fees (if any), and procedures for transferring or liquidating assets upon termination. 5. Confidentiality and Privacy: The agreement will address the confidentiality and privacy obligations of both parties, ensuring the protection of sensitive information and compliance with relevant laws and regulations. Different types of Franklin Ohio Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Association may include variations in the scope of services provided or specific terms based on the needs and goals of U.S. Bank National Association. These variations may arise when structuring different investment strategies, offering specialized advisory services, or catering to specific asset classes or investment vehicles. However, the core provisions related to duties, responsibilities, compensation, termination, and confidentiality are likely to remain consistent across these different types of agreements.