Common use of Investment Guidelines and Other Information Clause in Contracts

Investment Guidelines and Other Information. In addition to the information to be provided to the Sub-Advisor under Section 2 hereof, the Trust or the Advisor shall supply the Sub-Advisor with such interpretation of policies, guidelines and other information as the Sub-Advisor shall reasonably request concerning the Fund’s investment policies, restrictions, limitations, tax position, liquidity requirements and other information useful in managing the Fund’s investments. Such information may include the Trust’s Declaration of Trust and Bylaws and copies of the Fund’s financial statements or reports. In addition, in order for the Sub-Advisor to perform the services required by this Agreement, the Trust (i) shall cause all service providers to the Fund to furnish information to the Sub-Advisor and to assist the Sub-Advisor as may be required and (ii) shall ensure that the Sub-Advisor has reasonable access to all records and documents maintained by the Fund or any service provider to the Fund.

Appears in 4 contracts

Samples: Investment Sub Advisory Agreement (Forward Funds), Investment Sub Advisory Agreement (Forward Funds), Investment Sub Advisory Agreement (Forward Funds)

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