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March 27, 2020Dear Investor,
On behalf of the Independent Review Committee (the IRC) for the Guardian Capital Funds, I
am pleased to present the annual Report to Security holders for the period of
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How to fill out this sub-advisory agreement
01
Obtain a copy of the sub-advisory agreement template.
02
Review the terms and conditions outlined in the agreement.
03
Fill in the required information, such as the names of the parties involved, the scope of the services to be provided, and the compensation details.
04
Have all parties involved review and sign the agreement.
05
Keep a copy of the signed agreement for your records.
Who needs this sub-advisory agreement?
01
Investment firms or financial institutions looking to outsource investment management functions to a third-party sub-advisor.
02
Sub-advisors looking to provide investment management services to clients on behalf of an investment firm.
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What is this sub-advisory agreement?
A sub-advisory agreement is a contract between an investment advisor and another party (the sub-advisor) that outlines the sub-advisor's responsibilities in managing a portion of the advisor's investment portfolio.
Who is required to file this sub-advisory agreement?
The investment advisor is required to file the sub-advisory agreement with the relevant regulatory authorities.
How to fill out this sub-advisory agreement?
To fill out the sub-advisory agreement, both parties must provide their identifying information, outline the scope of services, specify fees, and include any compliance requirements.
What is the purpose of this sub-advisory agreement?
The purpose of the sub-advisory agreement is to formalize the relationship between the investment advisor and the sub-advisor, ensuring clear communication of responsibilities and expectations.
What information must be reported on this sub-advisory agreement?
The agreement must report information such as the names of the parties, the effective date, the services to be provided, management fees, and any investment guidelines.
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