Delaware Participation Agreements between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. refer to legally binding contracts that outline the terms and conditions governing investment and participation in Delaware statutory trust (DST) programs offered by First American Ins. Portfolios, Inc., as the sponsor, and SET Investments Distribution Co., as the distributor or selling entity. These agreements play a crucial role in facilitating investment opportunities and ensuring compliance within the realm of DST's. Keyword: Delaware Participation Agreement The Delaware Participation Agreement serves as the contractual framework between the sponsor and the distributor, formalizing their roles, responsibilities, and obligations involved in offering DST investment products to interested investors. This agreement establishes the relationship, the rules of engagement, and the guidelines to be adhered to during the DST investment process. Keyword: First American Ins. Portfolios, Inc. First American Ins. Portfolios, Inc. is a reputable financial institution that acts as the sponsor of the DST programs. As the sponsor, they originate, organize, and manage the Delaware statutory trusts, ensuring compliance with regulatory requirements, and overseeing the administration of investor capital. The Delaware Participation Agreements created under their purview guarantee the investors' rights and define the scope of their involvement in the DST program. Keyword: SET Investments Distribution Co. SET Investments Distribution Co. is the distributor or selling entity responsible for marketing and distributing DST products originated by First American Ins. Portfolios, Inc. They facilitate communication between the sponsor and the investing public, assisting in the subscription process and providing necessary information about the DST programs. The Delaware Participation Agreements outline their duties, compensation terms, and the obligations they owe to investors. Different Types of Delaware Participation Agreements: 1. Standard Participation Agreement: This type of agreement is the most common between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. It outlines the general terms and conditions applicable to most DST programs offered by the sponsor. 2. Customized Participation Agreement: In some cases, specific DST programs may require tailored agreements that include additional provisions or modified terms to suit unique investment structures, asset classes, or investor requirements. Customized Delaware Participation Agreements address these program-specific aspects while ensuring regulatory compliance. 3. Amended and Restated Participation Agreement: Over time, changes in regulatory frameworks or market conditions may necessitate modifications to existing agreements. The amended and restated participation agreement is an updated version reflecting alterations made to previously established terms and conditions while maintaining consistency with the original agreement. 4. Master Participation Agreement: In situations where First American Ins. Portfolios, Inc. and SET Investments Distribution Co. engage in multiple DST programs with ongoing partnership, a master participation agreement may be established. This overarching agreement outlines the high-level terms and conditions applicable to all current and future DST programs, streamlining the process and reducing duplication of efforts when launching new offerings. In conclusion, Delaware Participation Agreements are critical in facilitating DST investments offered by First American Ins. Portfolios, Inc. and distributed by SET Investments Distribution Co. These agreements safeguard the rights of investors and govern the terms of participation, ensuring transparency, compliance, and proper facilitation of DST investment opportunities.
Delaware Participation Agreement between First American Ins. Portfolios, Inc., SEI Investments Distribution Co.
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