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

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-636
• Format: Word; Rich Text

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. The Idaho Administration Agreement serves as a comprehensive agreement between Berger and Berman Advisers Management Trust (NB AMT) and Berger and Berman Management Inc. (BMI), outlining the terms and conditions for administration and management services provided by BMI to NB AMT. The agreement establishes a clear framework for the relationship between the two entities and defines their respective roles and responsibilities. Key provisions within the Idaho Administration Agreement include: 1. Purpose and Scope: The agreement defines the purpose of the arrangement, which is to ensure efficient and effective administration and management of NB AMT's assets in compliance with applicable laws and regulations. It specifies the scope of services offered by BMI, such as accounting, reporting, legal and regulatory compliance, risk management, and other administrative functions. 2. Duration: The agreement outlines the duration of the arrangement, typically specifying a start and end date. It may also provide provisions for termination or renewal. 3. Compensation: It details the compensation structure for BMI's services, including the basis, frequency, and method of payment. It may incorporate fixed fees, performance-based fees, or a combination thereof. 4. Reporting and Communication: The agreement establishes reporting requirements, specifying the types of reports, frequency, and format. It also outlines how communication between the parties will be conducted and any procedures for sharing information, resolving disputes, or addressing concerns. 5. Compliance and Risk Management: This section ensures that BMI will perform its duties in accordance with laws, regulations, and industry standards. It may outline specific compliance obligations and expectations, including reporting obligations for legal and regulatory matters, as well as risk assessment and mitigation protocols. 6. Confidentiality and Data Protection: The agreement addresses the confidentiality and handling of sensitive information, such as client data, trade secrets, and intellectual property. It may include provisions for data protection, privacy, and cybersecurity measures designed to safeguard information. 7. Indemnification and Liability: This section establishes the extent of liability for each party and outlines the procedures for indemnification in case of any losses, damages, or claims arising out of the agreement. Types of Idaho Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. may include: 1. Investment Administration Agreement: This type of agreement focuses on the administration and management of investment portfolios and assets on behalf of NB AMT. It outlines the specific responsibilities, limitations, and compensation related to investment-related services. 2. Corporate Administration Agreement: This agreement focuses on the administrative aspects of NB AMT's corporate operations, such as legal and regulatory compliance, governance, shareholder communications, and general corporate management. It may include provisions regarding board meetings, corporate accounting, and reporting requirements. 3. Financial Administration Agreement: This agreement highlights the financial management services provided by BMI, encompassing aspects like budgeting, financial reporting, cash management, and financial analysis. It clarifies the roles and responsibilities of each party with regard to financial management. In conclusion, the Idaho Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. establishes a framework for smooth and efficient administration and management of NB AMT's assets. It covers various aspects like services provided, compensation, reporting, compliance, confidentiality, and liability. Different types of Idaho Administration Agreements exist, including Investment Administration, Corporate Administration, and Financial Administration Agreements.

The Idaho Administration Agreement serves as a comprehensive agreement between Berger and Berman Advisers Management Trust (NB AMT) and Berger and Berman Management Inc. (BMI), outlining the terms and conditions for administration and management services provided by BMI to NB AMT. The agreement establishes a clear framework for the relationship between the two entities and defines their respective roles and responsibilities. Key provisions within the Idaho Administration Agreement include: 1. Purpose and Scope: The agreement defines the purpose of the arrangement, which is to ensure efficient and effective administration and management of NB AMT's assets in compliance with applicable laws and regulations. It specifies the scope of services offered by BMI, such as accounting, reporting, legal and regulatory compliance, risk management, and other administrative functions. 2. Duration: The agreement outlines the duration of the arrangement, typically specifying a start and end date. It may also provide provisions for termination or renewal. 3. Compensation: It details the compensation structure for BMI's services, including the basis, frequency, and method of payment. It may incorporate fixed fees, performance-based fees, or a combination thereof. 4. Reporting and Communication: The agreement establishes reporting requirements, specifying the types of reports, frequency, and format. It also outlines how communication between the parties will be conducted and any procedures for sharing information, resolving disputes, or addressing concerns. 5. Compliance and Risk Management: This section ensures that BMI will perform its duties in accordance with laws, regulations, and industry standards. It may outline specific compliance obligations and expectations, including reporting obligations for legal and regulatory matters, as well as risk assessment and mitigation protocols. 6. Confidentiality and Data Protection: The agreement addresses the confidentiality and handling of sensitive information, such as client data, trade secrets, and intellectual property. It may include provisions for data protection, privacy, and cybersecurity measures designed to safeguard information. 7. Indemnification and Liability: This section establishes the extent of liability for each party and outlines the procedures for indemnification in case of any losses, damages, or claims arising out of the agreement. Types of Idaho Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. may include: 1. Investment Administration Agreement: This type of agreement focuses on the administration and management of investment portfolios and assets on behalf of NB AMT. It outlines the specific responsibilities, limitations, and compensation related to investment-related services. 2. Corporate Administration Agreement: This agreement focuses on the administrative aspects of NB AMT's corporate operations, such as legal and regulatory compliance, governance, shareholder communications, and general corporate management. It may include provisions regarding board meetings, corporate accounting, and reporting requirements. 3. Financial Administration Agreement: This agreement highlights the financial management services provided by BMI, encompassing aspects like budgeting, financial reporting, cash management, and financial analysis. It clarifies the roles and responsibilities of each party with regard to financial management. In conclusion, the Idaho Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. establishes a framework for smooth and efficient administration and management of NB AMT's assets. It covers various aspects like services provided, compensation, reporting, compliance, confidentiality, and liability. Different types of Idaho Administration Agreements exist, including Investment Administration, Corporate Administration, and Financial Administration Agreements.