The Kings New York Participation Agreement serves as a contract between First American Ins. Portfolios, Inc., and SET Investments Distribution Co., outlining their partnership and defining the terms and conditions regarding the participation in the Kings New York program. This agreement is designed to facilitate the distribution and management of investment portfolios offered by First American Ins. Portfolios, Inc., through the distribution channels provided by SET Investments Distribution Co. The participation agreement ensures a seamless collaboration between the two entities, allowing for the efficient offering of investment products to customers in the New York market. This agreement outlines the rights, obligations, and responsibilities of both parties involved, ensuring clarity and transparency in their dealings. The Kings New York Participation Agreement covers various aspects, such as the process of selecting and registering investment products for distribution, the compensation and fees payable to both parties, confidentiality and data protection, compliance with legal and regulatory requirements, termination or amendment of the agreement, and dispute resolution mechanisms. Different types of participation agreements may exist based on the specific investment portfolios or programs being offered. For example, there could be participation agreements for different types of investment products like mutual funds, index funds, ETFs, or separately managed accounts. Each type of agreement would outline the specific terms and conditions relevant to the corresponding investment product. Keywords: Kings New York, Participation Agreement, First American Ins. Portfolios, Inc., SET Investments Distribution Co., investment portfolios, distribution channels, collaboration, investment products, New York market, rights and obligations, compensation, fees, confidentiality, data protection, compliance, termination, amendment, dispute resolution, mutual funds, index funds, ETFs, separately managed accounts.
Kings New York Participation Agreement between First American Ins. Portfolios, Inc., SEI Investments Distribution Co.
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