Sub advisory agreement 2026

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

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