Georgia Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services

• Category: Corporations - Public - Management
• State: Multi-State
• Control #: US-EG-9318
• Format: Word; Rich Text

Description

Investment Management Agreement between Active Assets Premier Money Trust and Morgan Stanley Dean Witter Advisors, Inc. regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services dated Georgia Investment Management Agreement is a legally binding contract that outlines the terms and conditions under which Morgan Stanley Dean Witter Advisors, Inc. will provide management and investment advisory services. It governs the relationship between the parties involved and ensures that the client's investment objectives are met while complying with applicable laws and regulations. The agreement covers various aspects, including: 1. Parties: It identifies the parties involved, namely the client (investor) and Morgan Stanley Dean Witter Advisors, Inc. It includes their legal names, addresses, and contact information. 2. Scope of Services: The agreement specifies the range of services that will be provided by Morgan Stanley Dean Witter Advisors, Inc. As investment advisors, they assist clients in managing their investment portfolios, providing expertise in asset allocation, risk management, and investment strategies. 3. Investment Objectives: The agreement outlines the client's investment objectives and goals, such as capital appreciation, income generation, or preservation of capital. These objectives are used to tailor investment strategies and asset allocation to meet the client's specific needs. 4. Authority and Discretion: It defines the extent of authority given to Morgan Stanley Dean Witter Advisors, Inc. to make investment decisions on behalf of the client. This includes discretion over portfolio management, buying and selling securities, and making investment recommendations. 5. Compensation: The agreement details the fees and compensation structure applicable to the advisory services provided. This may include management fees, performance-based fees, and other related charges. It ensures transparency and clarity regarding the financial arrangements between the parties. 6. Reporting and Communication: The agreement specifies the frequency and format of reports that Morgan Stanley Dean Witter Advisors, Inc. will provide to the client, including portfolio performance updates, statements, and any other relevant information. It also addresses communication channels and the process for addressing client inquiries or concerns. 7. Termination: The agreement outlines the conditions under which either party can terminate the relationship. It may include provisions for termination without cause, termination for cause (such as a breach of agreement), notice periods, and any associated fees or penalties. Different types of Georgia Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. may exist depending on factors such as the client's specific requirements, investment objectives, and the duration of the agreement. Some potential variations may include: 1. Limited Duration Investment Management Agreement: This type of agreement may have a specific end date or a fixed term during which Morgan Stanley Dean Witter Advisors, Inc. will provide the requested services. Upon expiration, the agreement may be renewable or subject to renegotiation. 2. Open-Ended Investment Management Agreement: In contrast to the limited duration agreement, this type of agreement has no predetermined end date. It allows for an ongoing advisory relationship between the client and Morgan Stanley Dean Witter Advisors, Inc., giving the client flexibility and continuity in their investment management. 3. Customized Investment Management Agreement: This type of agreement is tailored to meet the specific needs and preferences of high-net-worth individuals or institutional clients. It may include additional provisions, such as restrictions on specific types of investments or special reporting requirements. Overall, the Georgia Investment Management Agreement ensures a mutually beneficial relationship between the client and Morgan Stanley Dean Witter Advisors, Inc., providing a framework for effective investment management and advisory services.

Georgia Investment Management Agreement is a legally binding contract that outlines the terms and conditions under which Morgan Stanley Dean Witter Advisors, Inc. will provide management and investment advisory services. It governs the relationship between the parties involved and ensures that the client's investment objectives are met while complying with applicable laws and regulations. The agreement covers various aspects, including: 1. Parties: It identifies the parties involved, namely the client (investor) and Morgan Stanley Dean Witter Advisors, Inc. It includes their legal names, addresses, and contact information. 2. Scope of Services: The agreement specifies the range of services that will be provided by Morgan Stanley Dean Witter Advisors, Inc. As investment advisors, they assist clients in managing their investment portfolios, providing expertise in asset allocation, risk management, and investment strategies. 3. Investment Objectives: The agreement outlines the client's investment objectives and goals, such as capital appreciation, income generation, or preservation of capital. These objectives are used to tailor investment strategies and asset allocation to meet the client's specific needs. 4. Authority and Discretion: It defines the extent of authority given to Morgan Stanley Dean Witter Advisors, Inc. to make investment decisions on behalf of the client. This includes discretion over portfolio management, buying and selling securities, and making investment recommendations. 5. Compensation: The agreement details the fees and compensation structure applicable to the advisory services provided. This may include management fees, performance-based fees, and other related charges. It ensures transparency and clarity regarding the financial arrangements between the parties. 6. Reporting and Communication: The agreement specifies the frequency and format of reports that Morgan Stanley Dean Witter Advisors, Inc. will provide to the client, including portfolio performance updates, statements, and any other relevant information. It also addresses communication channels and the process for addressing client inquiries or concerns. 7. Termination: The agreement outlines the conditions under which either party can terminate the relationship. It may include provisions for termination without cause, termination for cause (such as a breach of agreement), notice periods, and any associated fees or penalties. Different types of Georgia Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. may exist depending on factors such as the client's specific requirements, investment objectives, and the duration of the agreement. Some potential variations may include: 1. Limited Duration Investment Management Agreement: This type of agreement may have a specific end date or a fixed term during which Morgan Stanley Dean Witter Advisors, Inc. will provide the requested services. Upon expiration, the agreement may be renewable or subject to renegotiation. 2. Open-Ended Investment Management Agreement: In contrast to the limited duration agreement, this type of agreement has no predetermined end date. It allows for an ongoing advisory relationship between the client and Morgan Stanley Dean Witter Advisors, Inc., giving the client flexibility and continuity in their investment management. 3. Customized Investment Management Agreement: This type of agreement is tailored to meet the specific needs and preferences of high-net-worth individuals or institutional clients. It may include additional provisions, such as restrictions on specific types of investments or special reporting requirements. Overall, the Georgia Investment Management Agreement ensures a mutually beneficial relationship between the client and Morgan Stanley Dean Witter Advisors, Inc., providing a framework for effective investment management and advisory services.