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Agreement financial form 2026

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The document is a Distribution Agreement between First American Insurance Portfolios, Inc. and SEI Financial Services Company, effective December 8, 1999. It outlines the terms under which SEI will act as the exclusive distributor and shareholder servicing agent for the Fund's shares. The agreement includes provisions on the sale of shares, solicitation efforts, authorized representations, registration of shares, compensation and expenses, indemnification clauses for both parties, and termination conditions. It emphasizes compliance with federal and state securities laws.

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Click ‘Get Form’ to open the agreement financial form in the editor.
Begin by entering the date at the top of the form. This is crucial as it establishes the effective date of your agreement.
Fill in the names and addresses of both parties involved in the agreement. Ensure accuracy to avoid any legal complications.
Proceed to Article 1, where you will specify the exclusive rights granted for selling shares. Clearly outline any conditions or limitations.
In Article 5, detail compensation and expenses. Be transparent about costs incurred by both parties during this process.
Review Articles 6 and 7 regarding indemnification clauses. Make sure you understand your responsibilities and liabilities.
Finally, sign and date the document at the bottom. Use our platform’s signature feature for a seamless signing experience.

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