The Ohio Participation Agreement between First American Ins. Portfolios, Inc. and SET Investments Distribution Co. is a contractual agreement that outlines the terms and conditions governing the investment partnership between the two companies within the state of Ohio. This agreement can have different types depending on the specific investment strategies and objectives. One type of Ohio Participation Agreement is focused on mutual funds, where First American Ins. Portfolios, Inc. offers SET Investments Distribution Co. the opportunity to distribute their mutual fund products to clients in Ohio. This agreement specifies the responsibilities and obligations of both parties, such as the marketing and distribution efforts required from SET Investments Distribution Co. and the compensation structure for First American Ins. Portfolios, Inc. Another type of Ohio Participation Agreement may deal with the distribution of insurance products, such as annuities or life insurance policies. In this case, First American Ins. Portfolios, Inc. acts as the insurance provider, offering their products to customers in Ohio through the distribution network of SET Investments Distribution Co. The agreement would outline the terms regarding the selling, soliciting, and processing of insurance policies in compliance with applicable state laws and regulations. Keywords: Ohio Participation Agreement, First American Ins. Portfolios, Inc., SET Investments Distribution Co., investment partnership, mutual funds, Ohio, distribution, marketing, compensation, insurance products, annuities, life insurance policies, customers, distribution network, selling, soliciting, processing, state laws, regulations.
Ohio Participation Agreement between First American Ins. Portfolios, Inc., SEI Investments Distribution Co.
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