Home
Forms Library
Sub advisory agreement

Sub advisory agreement 2026

sub advisory agreement Preview on Page 1

See details

4.1 out of 5

37 votes

The document is a Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCAP Advisors for the management of the Touchstone Balanced Fund. It outlines the roles and responsibilities of the Sub-Advisor in providing portfolio management services, including investment decisions, reporting obligations, and compliance with regulatory requirements. The agreement also details compensation structures, limitations of liability, and conditions for termination or amendment of the contract.

Here's how it works

01. Edit your sub advisory agreement online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send subadvisory agreement via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out sub advisory agreement with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the sub advisory agreement in the editor.
Begin by entering the date at the top of the form. This is crucial for establishing the effective date of the agreement.
Fill in the names and details of both parties involved: TOUCHSTONE ADVISORS, INC. as the Advisor and OPCAP ADVISORS as the Sub-Advisor.
Review Section 1 regarding the employment of the Sub-Advisor. Ensure that all terms align with your understanding of responsibilities and compensation.
In Section 2, outline specific duties of the Sub-Advisor. Make sure to check any additional services that may be required.
Complete Section 3 on compensation, ensuring accurate calculations based on average daily net assets as specified.
Finally, review all sections for accuracy before signing. Use our platform’s signature feature to securely sign and finalize your document.

Start using our platform today to streamline your document editing and signing process for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a sub management agreement?

Sub-Management Agreement . The written contract between the Property Manager or the Special Servicer, on the one hand, and any Sub-Manager, on the other hand, relating to servicing and administration of Mortgage Loans, Leases and Properties, as provided in Section 3.18. Based on 19 documents. 19.

What is a sub-advisor agreement?

A Sub-Advisory Agreement documents the delegation by an investment adviser and assumption by a sub-adviser of certain of such investment advisers rights and obligations under an investment advisory agreement.

What are sub-advisory fees?

A sub-advisory fee is a fee paid by a primary advisor (usually a fund manager, investment advisor, or asset manager) to a sub-advisor for providing specialized services, such as portfolio management or investment research, as part of a larger investment strategy.

What is the difference between advisor and sub advisor?

A sub-adviser is an external manager hired by the adviser to assist with the management of a clients particular investment portfolio. Generally, the sub-adviser manages all or some of the clients assets in accordance with stated guidelines and objectives which are communicated by the adviser.

What is a sub agreement?

A sub agreement is an agreement signed to transfer some of the obligations and duties in a contract to another person or company, known as a subcontractor. In these contracts, the party known as the subcontractor can be outsourced.

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more

What is the difference between advisor and sub-advisor?

Higher Risks An Advisor takes on substantially more work and more tail risk than a typical Sub-Advisor. Higher Costs Operating an Advisor is more expensive because they need more people, more process, and more tech to manage their risks.

Sub advisory agreement 2026

Here's how it works