Wake North Carolina Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.

• Category: Corporations - Public - Investments
• State: Multi-State
• County: Wake
• 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 Wake North Carolina Investment Advisory Agreement is a legal document that establishes a contractual relationship between First American Insurance Portfolios, Inc. and U.S. Bank National Association. This agreement outlines the terms and conditions under which the investment advisory services will be provided by First American Insurance Portfolios, Inc. to U.S. Bank National Association. This agreement covers a range of important aspects related to the investment advisory services provided. It defines the roles and responsibilities of both parties, including their obligations towards each other and the investment process. The agreement also outlines the scope of the services, investment objectives, and the desired level of risk tolerance. There are several types of Wake North Carolina Investment Advisory Agreements that can be established between First American Insurance Portfolios, Inc. and U.S. Bank National Association, depending on the specific investment needs and preferences of the client. These may include: 1. General Investment Advisory Agreement: This type of agreement encompasses a comprehensive range of investment advisory services provided by First American Insurance Portfolios, Inc. to U.S. Bank National Association. It covers various asset classes and investment strategies as per the client's investment objectives and risk appetite. 2. Specialized Investment Advisory Agreement: In some cases, clients may require specialized investment advisory services tailored to their specific needs. These agreements may focus on specific asset classes such as real estate, equities, fixed income, or alternative investments. 3. Discretionary Investment Advisory Agreement: This type of agreement grants First American Insurance Portfolios, Inc. discretionary authority to make investment decisions without obtaining prior approval from U.S. Bank National Association. The agreement will specify the limits and guidelines within which the investment decisions can be made. 4. Non-Discretionary Investment Advisory Agreement: In contrast to the discretionary agreement, this type of agreement requires First American Insurance Portfolios, Inc. to obtain U.S. Bank National Association's approval before executing any investment decisions. 5. Fee-Based Investment Advisory Agreement: This agreement structure involves charging a fee based on a percentage of the assets under management. The fee is usually calculated annually and covers the investment advisory services provided by First American Insurance Portfolios, Inc. 6. Commission-Based Investment Advisory Agreement: Under this agreement, the compensation for the investment advisory services is based on commissions earned through the purchase or sale of financial products. It is important for both parties to carefully review and understand the terms and conditions mentioned in the Wake North Carolina Investment Advisory Agreement before signing. It is advisable to seek professional legal or financial advice if any clauses or provisions are unclear or require further explanation.

Wake North Carolina Investment Advisory Agreement is a legal document that establishes a contractual relationship between First American Insurance Portfolios, Inc. and U.S. Bank National Association. This agreement outlines the terms and conditions under which the investment advisory services will be provided by First American Insurance Portfolios, Inc. to U.S. Bank National Association. This agreement covers a range of important aspects related to the investment advisory services provided. It defines the roles and responsibilities of both parties, including their obligations towards each other and the investment process. The agreement also outlines the scope of the services, investment objectives, and the desired level of risk tolerance. There are several types of Wake North Carolina Investment Advisory Agreements that can be established between First American Insurance Portfolios, Inc. and U.S. Bank National Association, depending on the specific investment needs and preferences of the client. These may include: 1. General Investment Advisory Agreement: This type of agreement encompasses a comprehensive range of investment advisory services provided by First American Insurance Portfolios, Inc. to U.S. Bank National Association. It covers various asset classes and investment strategies as per the client's investment objectives and risk appetite. 2. Specialized Investment Advisory Agreement: In some cases, clients may require specialized investment advisory services tailored to their specific needs. These agreements may focus on specific asset classes such as real estate, equities, fixed income, or alternative investments. 3. Discretionary Investment Advisory Agreement: This type of agreement grants First American Insurance Portfolios, Inc. discretionary authority to make investment decisions without obtaining prior approval from U.S. Bank National Association. The agreement will specify the limits and guidelines within which the investment decisions can be made. 4. Non-Discretionary Investment Advisory Agreement: In contrast to the discretionary agreement, this type of agreement requires First American Insurance Portfolios, Inc. to obtain U.S. Bank National Association's approval before executing any investment decisions. 5. Fee-Based Investment Advisory Agreement: This agreement structure involves charging a fee based on a percentage of the assets under management. The fee is usually calculated annually and covers the investment advisory services provided by First American Insurance Portfolios, Inc. 6. Commission-Based Investment Advisory Agreement: Under this agreement, the compensation for the investment advisory services is based on commissions earned through the purchase or sale of financial products. It is important for both parties to carefully review and understand the terms and conditions mentioned in the Wake North Carolina Investment Advisory Agreement before signing. It is advisable to seek professional legal or financial advice if any clauses or provisions are unclear or require further explanation.