San Bernardino California Participation Agreement between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. The San Bernardino California Participation Agreement between First American Ins. Portfolios, Inc. (FAI) and SET Investments Distribution Co. (SET) is a legal contract that outlines the terms and conditions of the partnership between the two entities in the state of California. This agreement establishes the framework for a collaborative effort by FAI and SET in providing investment management services and products to clients in the San Bernardino area. Keywords: San Bernardino California Participation Agreement, First American Ins. Portfolios, Inc., SET Investments Distribution Co., partnership, investment management services, products, clients, legal contract. Types of San Bernardino California Participation Agreement: 1. Exclusive Distribution Agreement: This type of participation agreement can be established when FAI grants SET exclusive rights to distribute their investment products and services in the San Bernardino area. This agreement ensures that SET becomes the sole authorized distributor in this specific market, limiting competition from other entities. 2. Joint Marketing Agreement: This type of participation agreement focuses on collaborative marketing efforts between FAI and SET in San Bernardino, California. The agreement outlines the strategies and responsibilities of each party to effectively promote and advertise their investment products and services, leveraging their combined expertise. 3. Client Referral Agreement: In this type of participation agreement, FAI and SET agree to refer clients to each other based on their specific investment needs. This collaborative approach allows both companies to expand their client base and provide a wider range of investment options to clients in the San Bernardino area. 4. Sub-advisory Agreement: This participation agreement allows one company, either FAI or SET, to act as a sub-advisor to the other. This mutual relationship allows for the sharing of investment expertise and resources, ultimately benefiting clients in San Bernardino, California, with a broader range of investment strategies. 5. Revenue Sharing Agreement: This type of participation agreement involves the sharing of revenue between FAI and SET based on the performance or sales of specific investment products or services in the San Bernardino market. This agreement ensures a fair distribution of profits and incentivizes both parties to actively promote and deliver high-quality investment solutions. In conclusion, the San Bernardino California Participation Agreement between First American Ins. Portfolios, Inc., and SET Investments Distribution Co. is a legal contract that establishes a collaborative relationship between the two entities in the provision of investment management services and products. The agreement can take various forms, such as exclusive distribution, joint marketing, client referral, sub-advisory, or revenue sharing, depending on the specific goals and objectives of both parties.
San Bernardino California Participation Agreement between First American Ins. Portfolios, Inc., SEI Investments Distribution Co.
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How to fill out San Bernardino California Participation Agreement Between First American Ins. Portfolios, Inc., SEI Investments Distribution Co.?
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