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

State:
Multi-State
Control #:
US-CC-7-636
Format:
Word; 
Rich Text
Instant download

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. Florida Administration Agreement is a legal contract entered into between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, two entities involved in the management and administration of assets. This agreement outlines the terms and conditions governing the administration of assets by Berger and Berman Advisers Management Trust, and the role of Berger and Berman Management Inc in facilitating this process. The Florida Administration Agreement is specifically designed to comply with the laws and regulations of the state of Florida, ensuring that the asset management activities adhere to the state's requirements. Berger and Berman Advisers Management Trust and Berger and Berman Management Inc both collaborate to oversee and administer diverse portfolios of assets on behalf of clients. This agreement outlines the responsibilities of both parties involved in the asset management process. Berger and Berman Advisers Management Trust holds the primary responsibility for making investment decisions, managing portfolios, and ensuring compliance with regulatory guidelines. On the other hand, Berger and Berman Management Inc provides essential administrative support, including record-keeping, reporting, and coordination with external stakeholders. The Florida Administration Agreement specifies the fee structure for the services rendered by both parties. The fee may be a percentage of the assets under management, a fixed fee, or a combination of both, depending on the specific arrangement between the trust and the management company. There might be different types of Florida Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, catering to various asset classes or specific client requirements. Some potential variations include: 1. Mutual Fund Administration Agreement: Encompassing the management and administration of mutual funds provided by Berger and Berman, this agreement outlines the specific terms and conditions governing the mutual fund investment process, compliance, and reporting. 2. Private Wealth Administration Agreement: Focusing on high-net-worth individuals and families, this agreement addresses the management and administration of private wealth portfolios. Tailored to meet the unique needs and objectives of affluent clients, it outlines the comprehensive services to be provided by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. 3. Pension Fund Administration Agreement: Designed for institutional clients, such as pension funds and retirement plans, this agreement specifies the framework for managing and administering pension fund assets. It includes provisions concerning fiduciary responsibilities, investment strategies, and regulatory compliance specific to pension funds. By entering into a Florida Administration Agreement with Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, clients can benefit from professional asset management services while ensuring compliance with Florida's legal and regulatory framework.

Florida Administration Agreement is a legal contract entered into between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, two entities involved in the management and administration of assets. This agreement outlines the terms and conditions governing the administration of assets by Berger and Berman Advisers Management Trust, and the role of Berger and Berman Management Inc in facilitating this process. The Florida Administration Agreement is specifically designed to comply with the laws and regulations of the state of Florida, ensuring that the asset management activities adhere to the state's requirements. Berger and Berman Advisers Management Trust and Berger and Berman Management Inc both collaborate to oversee and administer diverse portfolios of assets on behalf of clients. This agreement outlines the responsibilities of both parties involved in the asset management process. Berger and Berman Advisers Management Trust holds the primary responsibility for making investment decisions, managing portfolios, and ensuring compliance with regulatory guidelines. On the other hand, Berger and Berman Management Inc provides essential administrative support, including record-keeping, reporting, and coordination with external stakeholders. The Florida Administration Agreement specifies the fee structure for the services rendered by both parties. The fee may be a percentage of the assets under management, a fixed fee, or a combination of both, depending on the specific arrangement between the trust and the management company. There might be different types of Florida Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, catering to various asset classes or specific client requirements. Some potential variations include: 1. Mutual Fund Administration Agreement: Encompassing the management and administration of mutual funds provided by Berger and Berman, this agreement outlines the specific terms and conditions governing the mutual fund investment process, compliance, and reporting. 2. Private Wealth Administration Agreement: Focusing on high-net-worth individuals and families, this agreement addresses the management and administration of private wealth portfolios. Tailored to meet the unique needs and objectives of affluent clients, it outlines the comprehensive services to be provided by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. 3. Pension Fund Administration Agreement: Designed for institutional clients, such as pension funds and retirement plans, this agreement specifies the framework for managing and administering pension fund assets. It includes provisions concerning fiduciary responsibilities, investment strategies, and regulatory compliance specific to pension funds. By entering into a Florida Administration Agreement with Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, clients can benefit from professional asset management services while ensuring compliance with Florida's legal and regulatory framework.

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