District of Columbia Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9077
• Format: Word; Rich Text

Description

Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages The District of Columbia Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to the fund. This agreement is specific to the District of Columbia jurisdiction and serves as a framework to ensure the fund's assets are managed in accordance with applicable laws and regulations. It establishes the relationship between the "adviser" (The Bank of New York) and the "client" (Hamilton Small Cap Growth CRT Fund). The agreement outlines the scope of services, which may include investment research, portfolio management, trade execution, and counseling on investment decisions. These services are tailored to meet the fund's unique investment objectives, risk tolerance, and financial goals. Key terms and conditions in the agreement include the compensation structure, which typically consists of a percentage of the fund's assets under management, as well as any additional fees or expenses. It also provides provisions for termination, liability, confidentiality, and dispute resolution. There may be different types of District of Columbia Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York based on the specific investment strategies, products, or services offered. Some possible variations could include: 1. Standard Investment Advisory Agreement: This type of agreement covers comprehensive investment advisory services for the fund. It includes all the necessary provisions and terms required for the ongoing management of the fund's assets. 2. Limited Scope Investment Advisory Agreement: This agreement may be suitable for specific investment strategies or services requested by the fund, such as a particular sector-focused advisory or specialized research support. It outlines the scope and limitations of the advisory services provided. 3. Sub-Advisory Agreement: In some cases, the Hamilton Small Cap Growth CRT Fund may appoint The Bank of New York as a sub-adviser to manage a specific portion of the fund's assets. This agreement defines the responsibilities, compensation, and reporting requirements for the sub-advisory services. It is important to note that the precise terms and specific types of agreements may vary based on the negotiated terms between Hamilton Small Cap Growth CRT Fund and The Bank of New York.

The District of Columbia Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to the fund. This agreement is specific to the District of Columbia jurisdiction and serves as a framework to ensure the fund's assets are managed in accordance with applicable laws and regulations. It establishes the relationship between the "adviser" (The Bank of New York) and the "client" (Hamilton Small Cap Growth CRT Fund). The agreement outlines the scope of services, which may include investment research, portfolio management, trade execution, and counseling on investment decisions. These services are tailored to meet the fund's unique investment objectives, risk tolerance, and financial goals. Key terms and conditions in the agreement include the compensation structure, which typically consists of a percentage of the fund's assets under management, as well as any additional fees or expenses. It also provides provisions for termination, liability, confidentiality, and dispute resolution. There may be different types of District of Columbia Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York based on the specific investment strategies, products, or services offered. Some possible variations could include: 1. Standard Investment Advisory Agreement: This type of agreement covers comprehensive investment advisory services for the fund. It includes all the necessary provisions and terms required for the ongoing management of the fund's assets. 2. Limited Scope Investment Advisory Agreement: This agreement may be suitable for specific investment strategies or services requested by the fund, such as a particular sector-focused advisory or specialized research support. It outlines the scope and limitations of the advisory services provided. 3. Sub-Advisory Agreement: In some cases, the Hamilton Small Cap Growth CRT Fund may appoint The Bank of New York as a sub-adviser to manage a specific portion of the fund's assets. This agreement defines the responsibilities, compensation, and reporting requirements for the sub-advisory services. It is important to note that the precise terms and specific types of agreements may vary based on the negotiated terms between Hamilton Small Cap Growth CRT Fund and The Bank of New York.