Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9076
• Format: Word; Rich Text

Description

Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages Title: Understanding the Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York Introduction: The Florida Investment Advisory Agreement is a legally binding document that establishes the relationship between the BNY Hamilton Large Growth CRT (Charitable Remainder Trust) Fund and The Bank of New York (BNY). This agreement outlines the terms and conditions under which BNY will provide investment advisory services to the CRT Fund. It plays a vital role in ensuring effective communication, compliance with applicable regulations, and the achievement of investment goals. Keywords: Florida Investment Advisory Agreement, BNY Hamilton Large Growth CRT Fund, The Bank of New York, investment advisory services, Charitable Remainder Trust, compliance, investment goals. 1. Agreement Overview: The Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is designed to provide a comprehensive framework for managing the CRT Fund's investment portfolio. It specifies the roles, responsibilities, and obligations of both parties within the scope of investment advisory services. Keywords: comprehensive framework, investment portfolio, roles, responsibilities, obligations. 2. Parties Involved: This agreement identifies two key parties: the BNY Hamilton Large Growth CRT Fund (referred to as the Fund) and The Bank of New York (referred to as the Advisor). The Fund seeks professional investment advice and services from BNY to assist in optimizing its portfolio performance. Keywords: parties, BNY Hamilton Large Growth CRT Fund, Bank of New York, professional investment advice, portfolio performance. 3. Scope of Services: The Florida Investment Advisory Agreement outlines the specific services that BNY will provide to the Fund. These services may include investment research, portfolio management, performance monitoring, risk assessment, asset allocation, and other related investment advisory activities aimed at achieving the Fund's investment objectives. Keywords: services, investment research, portfolio management, performance monitoring, risk assessment, asset allocation, investment objectives. 4. Compensation and Fees: The agreement addresses the compensation and fees payable to BNY for their investment advisory services. It outlines the agreed-upon fee structure, payment terms, and possible variations depending on the Fund's assets under management or performance benchmarks. Keywords: compensation, fees, investment advisory services, fee structure, payment terms, assets under management, performance benchmarks. 5. Termination and Amendment: The Florida Investment Advisory Agreement defines the conditions for termination and amendment of the agreement, including the notice period, breach of terms, and the process for making any modifications or updates to the agreement if required. Keywords: termination, amendment, notice period, breach of terms, modifications, updates. Types of Florida Investment Advisory Agreements: 1. Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York — Standard Agreement: This is the primary agreement that establishes the general terms and conditions for the provision of investment advisory services. 2. Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York — Enhanced Services Agreement: This variant of the agreement may be applicable if the Fund requires additional specialized services, such as financial planning, tax advisory, or estate planning. 3. Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York — Limited Engagement Agreement: This agreement is suitable when the Fund seeks a specific investment advisory service or seeks BNY's assistance for a limited duration or scope of work. 4. Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York — Amended and Restated Agreement: This category of the agreement comes into play when modifications, updates, or revisions are required to the original agreement. Keywords: Standard Agreement, Enhanced Services Agreement, Limited Engagement Agreement, Amended and Restated Agreement.

Title: Understanding the Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York Introduction: The Florida Investment Advisory Agreement is a legally binding document that establishes the relationship between the BNY Hamilton Large Growth CRT (Charitable Remainder Trust) Fund and The Bank of New York (BNY). This agreement outlines the terms and conditions under which BNY will provide investment advisory services to the CRT Fund. It plays a vital role in ensuring effective communication, compliance with applicable regulations, and the achievement of investment goals. Keywords: Florida Investment Advisory Agreement, BNY Hamilton Large Growth CRT Fund, The Bank of New York, investment advisory services, Charitable Remainder Trust, compliance, investment goals. 1. Agreement Overview: The Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is designed to provide a comprehensive framework for managing the CRT Fund's investment portfolio. It specifies the roles, responsibilities, and obligations of both parties within the scope of investment advisory services. Keywords: comprehensive framework, investment portfolio, roles, responsibilities, obligations. 2. Parties Involved: This agreement identifies two key parties: the BNY Hamilton Large Growth CRT Fund (referred to as the Fund) and The Bank of New York (referred to as the Advisor). The Fund seeks professional investment advice and services from BNY to assist in optimizing its portfolio performance. Keywords: parties, BNY Hamilton Large Growth CRT Fund, Bank of New York, professional investment advice, portfolio performance. 3. Scope of Services: The Florida Investment Advisory Agreement outlines the specific services that BNY will provide to the Fund. These services may include investment research, portfolio management, performance monitoring, risk assessment, asset allocation, and other related investment advisory activities aimed at achieving the Fund's investment objectives. Keywords: services, investment research, portfolio management, performance monitoring, risk assessment, asset allocation, investment objectives. 4. Compensation and Fees: The agreement addresses the compensation and fees payable to BNY for their investment advisory services. It outlines the agreed-upon fee structure, payment terms, and possible variations depending on the Fund's assets under management or performance benchmarks. Keywords: compensation, fees, investment advisory services, fee structure, payment terms, assets under management, performance benchmarks. 5. Termination and Amendment: The Florida Investment Advisory Agreement defines the conditions for termination and amendment of the agreement, including the notice period, breach of terms, and the process for making any modifications or updates to the agreement if required. Keywords: termination, amendment, notice period, breach of terms, modifications, updates. Types of Florida Investment Advisory Agreements: 1. Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York — Standard Agreement: This is the primary agreement that establishes the general terms and conditions for the provision of investment advisory services. 2. Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York — Enhanced Services Agreement: This variant of the agreement may be applicable if the Fund requires additional specialized services, such as financial planning, tax advisory, or estate planning. 3. Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York — Limited Engagement Agreement: This agreement is suitable when the Fund seeks a specific investment advisory service or seeks BNY's assistance for a limited duration or scope of work. 4. Florida Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York — Amended and Restated Agreement: This category of the agreement comes into play when modifications, updates, or revisions are required to the original agreement. Keywords: Standard Agreement, Enhanced Services Agreement, Limited Engagement Agreement, Amended and Restated Agreement.