San Antonio Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SEI Financial Services Company

State:
Multi-State
City:
San Antonio
Control #:
US-EG-9187
Format:
Word; 
Rich Text
Instant download

Description

Distribution Agreement between First American Insurance Portfolios, Inc. and SEI Financial Services Company dated December 8, 1999. 9 pages San Antonio Texas Distribution Agreement: The Collaboration Between First American Insurance Portfolios, Inc. and SET Financial Services Company The San Antonio Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company is a comprehensive contract establishing a mutually beneficial relationship in the distribution of financial products and services in the San Antonio, Texas region. This agreement outlines the specific terms, responsibilities, and obligations for both entities, aiming to optimize their operations, expand market reach, and deliver exceptional value to clients in the area. Under this collaborative agreement, First American Insurance Portfolios, Inc., a leading insurance provider, and SET Financial Services Company, a prominent financial services firm, join forces to leverage their respective strengths and expertise. With a shared commitment to excellence, this partnership aims to cater to the unique financial needs of San Antonio, Texas residents. The agreement encompasses various types of distribution agreements, including: 1. Insurance Products Distribution Agreement: This specific agreement focuses on the distribution of insurance products offered by First American Insurance Portfolios, Inc. SET Financial Services Company agrees to promote, market, and distribute these insurance products, ensuring local accessibility and customized solutions for San Antonio, Texas customers. 2. Investment Services Distribution Agreement: This agreement revolves around SET Financial Services Company distributing investment services provided by First American Insurance Portfolios, Inc. In this context, SET Financial Services Company acts as an intermediary, ensuring the seamless availability and efficient distribution of investment opportunities to clients in San Antonio, Texas. 3. Mutual Funds Distribution Agreement: This agreement pertains to the mutually agreed distribution of mutual funds offered by First American Insurance Portfolios, Inc. SET Financial Services Company undertakes the responsibility of promoting, marketing, and facilitating the sale of these mutual funds to clients in San Antonio, Texas, thereby providing them with diversified investment options. The San Antonio Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company operates based on a foundation of trust, transparency, and shared growth objectives. Both entities commit to working collaboratively, ensuring compliance with regulatory requirements, and striving to exceed customer expectations in the San Antonio, Texas market. The agreement further outlines key factors such as compensation structures, reporting mechanisms, termination clauses, and confidentiality provisions. These elements contribute to a well-defined framework that governs the distribution partnership, creating a solid foundation for sustained success in serving the financial needs of San Antonio, Texas residents. In conclusion, the San Antonio Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company facilitates the strategic collaboration between two industry-leading entities. It enables the efficient distribution of insurance products, investment services, and mutual funds to clients in the San Antonio, Texas region. By combining their strengths and resources, both parties aim to leverage market opportunities, enhance customer experiences, and establish a strong foothold in the financial services landscape of San Antonio, Texas.

San Antonio Texas Distribution Agreement: The Collaboration Between First American Insurance Portfolios, Inc. and SET Financial Services Company The San Antonio Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company is a comprehensive contract establishing a mutually beneficial relationship in the distribution of financial products and services in the San Antonio, Texas region. This agreement outlines the specific terms, responsibilities, and obligations for both entities, aiming to optimize their operations, expand market reach, and deliver exceptional value to clients in the area. Under this collaborative agreement, First American Insurance Portfolios, Inc., a leading insurance provider, and SET Financial Services Company, a prominent financial services firm, join forces to leverage their respective strengths and expertise. With a shared commitment to excellence, this partnership aims to cater to the unique financial needs of San Antonio, Texas residents. The agreement encompasses various types of distribution agreements, including: 1. Insurance Products Distribution Agreement: This specific agreement focuses on the distribution of insurance products offered by First American Insurance Portfolios, Inc. SET Financial Services Company agrees to promote, market, and distribute these insurance products, ensuring local accessibility and customized solutions for San Antonio, Texas customers. 2. Investment Services Distribution Agreement: This agreement revolves around SET Financial Services Company distributing investment services provided by First American Insurance Portfolios, Inc. In this context, SET Financial Services Company acts as an intermediary, ensuring the seamless availability and efficient distribution of investment opportunities to clients in San Antonio, Texas. 3. Mutual Funds Distribution Agreement: This agreement pertains to the mutually agreed distribution of mutual funds offered by First American Insurance Portfolios, Inc. SET Financial Services Company undertakes the responsibility of promoting, marketing, and facilitating the sale of these mutual funds to clients in San Antonio, Texas, thereby providing them with diversified investment options. The San Antonio Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company operates based on a foundation of trust, transparency, and shared growth objectives. Both entities commit to working collaboratively, ensuring compliance with regulatory requirements, and striving to exceed customer expectations in the San Antonio, Texas market. The agreement further outlines key factors such as compensation structures, reporting mechanisms, termination clauses, and confidentiality provisions. These elements contribute to a well-defined framework that governs the distribution partnership, creating a solid foundation for sustained success in serving the financial needs of San Antonio, Texas residents. In conclusion, the San Antonio Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SET Financial Services Company facilitates the strategic collaboration between two industry-leading entities. It enables the efficient distribution of insurance products, investment services, and mutual funds to clients in the San Antonio, Texas region. By combining their strengths and resources, both parties aim to leverage market opportunities, enhance customer experiences, and establish a strong foothold in the financial services landscape of San Antonio, Texas.

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San Antonio Texas Distribution Agreement between First American Insurance Portfolios, Inc. and SEI Financial Services Company