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Investment Research Corporation World Capital Brokerage Advisory Services Compliance Manual 1Index Advertisements, 10 Advisory Agreements, 7 Advisory Fees, 11 Antifa Provisions, 4 Assembled Advisory

How to fill out sub-advisory agreement between highmark

How to fill out sub-advisory agreement between highmark

1. Gather all the necessary information and documentation related to the sub-advisory agreement
2. Begin by clearly identifying the parties involved in the agreement, including Highmark and the sub-advisor(s)
3. Define the scope and purpose of the agreement, outlining the specific services to be provided by the sub-advisor(s)
4. Specify the term and duration of the agreement, including any provisions for renewal or termination
5. Address the compensation and payment terms for the sub-advisor(s), clearly stating the payment structure and schedule
6. Include any provisions regarding confidentiality, non-disclosure, and intellectual property rights
7. Outline the responsibilities and obligations of each party, including reporting requirements and performance expectations
8. Include provisions for dispute resolution and governing law
9. Consider including provisions for indemnification and liability
10. Review the agreement with legal counsel to ensure compliance with applicable laws and regulations
11. Once the agreement is finalized, both parties should review and sign the document to signify their acceptance and willingness to abide by the terms
12. Keep a copy of the signed agreement for record-keeping purposes

Who needs sub-advisory agreement between highmark?

1. Sub-advisory agreements between Highmark and other parties may be required in situations where Highmark is seeking to outsource certain investment management or advisory services.
2. Potential parties who may need a sub-advisory agreement with Highmark include:
3. - Other financial institutions or investment firms seeking to engage Highmark as a sub-advisor for their clients
4. - High-net-worth individuals or institutional investors who wish to utilize Highmark's expertise and services
5. - Pension funds or retirement plan sponsors looking for sub-advisory services
6. It is important to note that the need for a sub-advisory agreement will vary depending on the specific circumstances and requirements of each party involved.

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