The Hawaii Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. (MSD WA) and Morgan Stanley Dean Witter Services Company (MSD WSC) outlines the terms and conditions for various services provided by MSD WA to clients in the state of Hawaii. This comprehensive agreement covers a range of services, ensuring a transparent and mutually beneficial relationship between the parties involved. At its core, the Hawaii Service Agreement governs the provision of financial advisory services offered by MSD WA to clients in Hawaii. This includes investment management, portfolio analysis, and financial planning services tailored to meet the specific needs and goals of individual clients. Compliance and regulatory matters are also addressed in the Hawaii Service Agreement, as both parties commit to adhering to all relevant laws, regulations, and industry standards. This ensures that the services provided by MSD WA comply with the legal and regulatory framework within Hawaii. Under the Hawaii Service Agreement, MSD WA and MSD WSC also establish a clear understanding of the compensation structure for the services rendered. The agreement delineates the fees and expenses associated with the various services provided, including any potential commission or transaction-based compensation. This transparency promotes trust and clarity between the parties involved. In addition to the general Hawaii Service Agreement, there may be additional types of service agreements specific to certain financial products or specialized services offered within the state. These could include agreements for retirement planning services, estate planning, tax advisory services, and more. Each of these agreements would outline the terms and conditions specific to the respective product or service. Keywords: Hawaii Service Agreement, Morgan Stanley Dean Witter Advisors, Inc., Morgan Stanley Dean Witter Services Company, financial advisory services, investment management, portfolio analysis, financial planning, compliance, regulatory matters, compensation structure, fees, expenses, retirement planning services, estate planning, tax advisory services.
Hawaii Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company
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Rates and Fees Bank YieldsPremium Savings AccountMinimum monthly balanceNo account minimums are required to maintain this accountMonthly feesNo monthly account feesMinimum opening deposit$02FDIC InsuranceAt least $500,00031 more row
Purcell was named chairman and chief executive of what became Morgan Stanley, Dean Witter, Discover & Company, later shortened to Morgan Stanley in March 2001. Mack stayed on as president until 2001.
By signing this Agreement you instruct Morgan Stanley, to the extent permitted by law, to send you confirmations of transactions with your monthly statement instead of individual trade confirmations following each transaction. You will not pay a different fee for this service.
With an annual management fee of 0.30 percent, Morgan Stanley falls in the middle of the range for robo-advisors. While 0.30 percent doesn't sound like much, that means it will cost $30 for every $10,000 you have invested.
INVESTMENT ADVISORY ACCOUNTS In an investment advisory account, you generally compensate Morgan Stanley and our Financial Advisor through an annual fee, payable monthly, in advance based on the total value of the assets in your investment advisory account at the end of the previous month.
Examples of Industry Coverage Groups: Real Estate. Healthcare. Technology, Media & Telecom (TMT) Financial Sponsors Group (FSG) Financial Institutions Group (FIG) Technology. Public Finance. Industrials.
In a Brokerage account, advice is typically given at the time of trade. In an Advisory account, advice and monitoring occur on an ongoing basis. Advisory accounts attempt to avoid conflicts of interest, and disclose those which cannot be avoided. In a Brokerage account, the more you trade, the more fees you owe.
(''Dean Witter Discover'') and Morgan Stanley Group Inc. (''Morgan Stanley'') and was formed pursuant to a merger of equals that was effected on (the ''Merger''). MSDW was originally incorporated under the laws of the State of Delaware in 1981, and its predecessor companies date back to 1924.