Nebraska Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. (MSD WA) and Morgan Stanley Dean Witter Services Company (MSD WSC) is a legally binding contract between the two entities that outlines the terms and conditions of the services to be provided. The agreement establishes the relationship between MSD WA, a subsidiary of Morgan Stanley, and MSD WSC, the service provider. It ensures that both parties understand their roles and responsibilities in delivering financial services to clients in Nebraska. Keywords: Nebraska Service Agreement, Morgan Stanley Dean Witter Advisors, Inc., Morgan Stanley Dean Witter Services Company, services, contract, terms and conditions, relationship, financial services, clients. There could be different types of Nebraska Service Agreements between MSD WA and MSD WSC based on the specific services being provided. Here are a few possible variations: 1. Investment Advisory Service Agreement: This agreement focuses on the provision of investment advisory services by MSD WA to clients in Nebraska. It outlines the scope of advisory services, compensation structure, any restrictions or limitations, terms of termination, and other pertinent details. 2. Wealth Management Service Agreement: This type of agreement encompasses a broader range of financial services, including investment management, financial planning, estate planning, and other wealth management services. It outlines the collaboration between MSD WA and MSD WSC in delivering comprehensive wealth management solutions to Nebraska-based clients. 3. Retirement Plan Services Agreement: When MSD WA and MSD WSC collaborate to offer retirement plan services such as 401(k) management or pension consulting, a specialized service agreement may be established. This agreement would focus on the specifics of retirement planning services offered, fiduciary responsibilities, regulatory compliance, fees, and other relevant aspects. 4. Trust Administration Service Agreement: In cases where MSD WA acts as a trustee or fiduciary for trust accounts held by Nebraska clients, a trust administration service agreement would be drafted. This agreement would explicitly lay out the duties and obligations of MSD WA as the trustee, terms of compensation, investment guidelines, distribution policies, and other trust administration provisions. These various types of Nebraska Service Agreements ensure that the specific services provided by MSD WA and MSD WSC are clearly documented and agreed upon, thus promoting transparency and clarity in their professional relationship.
Nebraska Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company
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How to fill out Service Agreement Between Morgan Stanley Dean Witter Advisors, Inc. And Morgan Stanley Dean Witter Services Company?
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FAQ
While the naming may indicate that they are similar companies, they are independent entities. J.P Morgan's grandson, Henry Morgan, founded Morgan Stanley in 1935. As such, Morgan Stanley is a standalone investment bank and does not currently have any relations with J.P. Morgan.
(''Dean Witter Discover'') and Morgan Stanley Group Inc. (''Morgan Stanley'') and was formed pursuant to a merger of equals that was effected on (the ''Merger''). MSDW was originally incorporated under the laws of the State of Delaware in 1981, and its predecessor companies date back to 1924.
Following Witter's death in 1969, and the retirement of Guy Witter the following year, Jean Witter's son, William M. Witter, became CEO of Dean Witter & Co.
Purcell was named chairman and chief executive of what became Morgan Stanley, Dean Witter, Discover & Company, later shortened to Morgan Stanley in March 2001. Mack stayed on as president until 2001.
Top 10 Owners of Morgan Stanley StockholderStakeShares ownedSSgA Funds Management, Inc.6.75%111,790,911The Vanguard Group, Inc.6.29%104,256,483BlackRock Fund Advisors3.47%57,548,769JPMorgan Investment Management, I...2.38%39,406,5596 more rows
Largest shareholders include Mitsubishi Ufj Financial Group Inc, State Street Corp, Vanguard Group Inc, BlackRock Inc., Jpmorgan Chase & Co, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Wellington Management Group Llp, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, ...
Top 10 Owners of Morgan Stanley StockholderStakeShares ownedThe Vanguard Group, Inc.6.29%104,256,483BlackRock Fund Advisors3.47%57,548,769JPMorgan Investment Management, I...2.38%39,406,559Wellington Management Co. LLP1.98%32,819,6166 more rows
Shareholders NameEquities%MITSUBISHI UFJ FINANCIAL GROUP, INC 22.76 %377,085,16722.76 %The Vanguard Group, Inc. 6.363 %105,425,7976.363 %Capital Research & Management Co. (Global Investors) 2.359 %39,088,3592.359 %Wellington Management Co. LLP 1.992 %33,008,9901.992 %6 more rows