Alaska Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-636
• Format: Word; Rich Text

Description

This sample form, a detailed Administration Agreement document, is a model for use in corporate matters. The language is easily adapted to fit your specific circumstances. Available in several standard formats. The Alaska Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a comprehensive legal document that governs the administrative and managerial responsibilities of both entities for the purpose of offering investment management and advisory services in the state of Alaska. The agreement outlines the roles and obligations of each party involved and serves as a framework for conducting business operations in compliance with relevant laws and regulations. It ensures a transparent and mutually beneficial partnership between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, while safeguarding the interests of their clients and shareholders. Some key provisions covered in the Alaska Administration Agreement include: 1. Appointment and Authority: This section describes the appointment and authority granted to Berger and Berman Advisers Management Trust and Berger and Berman Management Inc as investment and advisory managers respectively. It specifies their rights and responsibilities in managing client accounts, making investment decisions, and providing related services. 2. Reporting and Disclosure: The agreement mandates the regular reporting of financial and investment performance to ensure transparency and accountability. It outlines the specific information that needs to be disclosed to clients, including any potential conflicts of interest, investment strategies, and associated risks. 3. Fee Structure: This component of the agreement outlines the fees, charges, and expenses associated with the investment management and advisory services provided by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. It explains the calculation methods and any circumstances where fee adjustments may be necessary. 4. Termination and Breach: The agreement specifies the conditions under which either party may terminate the agreement or take legal action in case of a breach. It also highlights the consequences of termination, such as changing investment managers, transferring client accounts, or resolving any outstanding issues. Other possible types of Alaska Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may include variations for specific investment strategies or client types. For example: — Alaska Administration Agreement for High Net Worth Individuals: This agreement may address the unique needs, risk tolerance, and investment objectives of high net worth individuals seeking investment management and advisory services. — Alaska Administration Agreement for Pension Funds: This agreement would cater to the specific requirements and compliance standards applicable to managing pension funds, ensuring adherence to legal and regulatory frameworks. — Alaska Administration Agreement for Endowments and Foundations: This type of agreement would encompass the specific guidelines and restrictions associated with managing endowments and foundations, considering factors such as spending policies and long-term sustainability goals. In conclusion, the Alaska Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a crucial contract that establishes the framework for efficient and transparent investment management and advisory services in the state of Alaska. It ensures the alignment of interests between the involved parties and provides a strong foundation for the provision of professional investment services to clients.

The Alaska Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a comprehensive legal document that governs the administrative and managerial responsibilities of both entities for the purpose of offering investment management and advisory services in the state of Alaska. The agreement outlines the roles and obligations of each party involved and serves as a framework for conducting business operations in compliance with relevant laws and regulations. It ensures a transparent and mutually beneficial partnership between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, while safeguarding the interests of their clients and shareholders. Some key provisions covered in the Alaska Administration Agreement include: 1. Appointment and Authority: This section describes the appointment and authority granted to Berger and Berman Advisers Management Trust and Berger and Berman Management Inc as investment and advisory managers respectively. It specifies their rights and responsibilities in managing client accounts, making investment decisions, and providing related services. 2. Reporting and Disclosure: The agreement mandates the regular reporting of financial and investment performance to ensure transparency and accountability. It outlines the specific information that needs to be disclosed to clients, including any potential conflicts of interest, investment strategies, and associated risks. 3. Fee Structure: This component of the agreement outlines the fees, charges, and expenses associated with the investment management and advisory services provided by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. It explains the calculation methods and any circumstances where fee adjustments may be necessary. 4. Termination and Breach: The agreement specifies the conditions under which either party may terminate the agreement or take legal action in case of a breach. It also highlights the consequences of termination, such as changing investment managers, transferring client accounts, or resolving any outstanding issues. Other possible types of Alaska Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may include variations for specific investment strategies or client types. For example: — Alaska Administration Agreement for High Net Worth Individuals: This agreement may address the unique needs, risk tolerance, and investment objectives of high net worth individuals seeking investment management and advisory services. — Alaska Administration Agreement for Pension Funds: This agreement would cater to the specific requirements and compliance standards applicable to managing pension funds, ensuring adherence to legal and regulatory frameworks. — Alaska Administration Agreement for Endowments and Foundations: This type of agreement would encompass the specific guidelines and restrictions associated with managing endowments and foundations, considering factors such as spending policies and long-term sustainability goals. In conclusion, the Alaska Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a crucial contract that establishes the framework for efficient and transparent investment management and advisory services in the state of Alaska. It ensures the alignment of interests between the involved parties and provides a strong foundation for the provision of professional investment services to clients.