Sub-Advisor’s Support Services Clause Samples

The 'Sub-Advisor’s Support Services' clause defines the specific support functions and assistance that a sub-advisor is required to provide to the primary advisor or client. This may include activities such as supplying research, preparing reports, responding to information requests, or assisting with compliance and administrative tasks related to the advisory relationship. By clearly outlining these support obligations, the clause ensures that the sub-advisor’s role is well-defined and that the primary advisor or client receives the necessary resources to effectively manage the overall advisory engagement.