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Idaho Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company

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US-EG-9322
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Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company, Inc. regarding the performance of administrative services dated June 22, 1998. 4 pages.

The Idaho Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company is a comprehensive contract that outlines the terms and conditions of the services provided by Morgan Stanley Dean Witter Advisors, Inc. to Morgan Stanley Dean Witter Services Company in Idaho. The agreement ensures a clear understanding of the responsibilities, obligations, and expectations of both parties involved. This service agreement covers various areas including investment management, financial advisory services, consulting, and any other related services as agreed upon by both parties. It outlines the scope of services, performance benchmarks, fees, billing and payment terms, duration, termination clauses, and any applicable regulatory requirements that need to be adhered to. Keywords: Idaho Service Agreement, Morgan Stanley Dean Witter Advisors Inc., Morgan Stanley Dean Witter Services Company, investment management, financial advisory services, consulting, responsibilities, obligations, expectations, scope of services, performance benchmarks, fees, billing, payment terms, duration, termination clauses, regulatory requirements. Different types of Idaho Service Agreements between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company may include: 1. Investment Management Service Agreement: This type of service agreement focuses primarily on the provision of investment management services, including the creation and management of investment portfolios, asset allocation, risk assessment, and other related services. 2. Financial Advisory Service Agreement: This type of service agreement specifically involves providing comprehensive financial advisory services, such as financial planning, retirement planning, estate planning, tax planning, and other financial guidance to clients. 3. Consulting Service Agreement: In this type of service agreement, Morgan Stanley Dean Witter Advisors, Inc. offers consulting services to Morgan Stanley Dean Witter Services Company. These services may include market research, strategic planning, financial analysis, and other specialized consulting services as needed. 4. Combined Service Agreement: This type of service agreement combines various services offered by Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company. It covers multiple aspects, including investment management, financial advisory, and consulting services, as agreed upon by both parties. It is important to note that the specific types of Idaho Service Agreements may vary based on the particular requirements and agreements reached between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company.

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While the naming may indicate that they are similar companies, they are independent entities. J.P Morgan's grandson, Henry Morgan, founded Morgan Stanley in 1935. As such, Morgan Stanley is a standalone investment bank and does not currently have any relations with J.P. Morgan.

Following Witter's death in 1969, and the retirement of Guy Witter the following year, Jean Witter's son, William M. Witter, became CEO of Dean Witter & Co.

Top 10 Owners of Morgan Stanley StockholderStakeShares ownedSSgA Funds Management, Inc.6.75%111,790,911The Vanguard Group, Inc.6.29%104,256,483BlackRock Fund Advisors3.47%57,548,769JPMorgan Investment Management, I...2.38%39,406,5596 more rows

Shareholders NameEquities%MITSUBISHI UFJ FINANCIAL GROUP, INC 22.76 %377,085,16722.76 %The Vanguard Group, Inc. 6.363 %105,425,7976.363 %Capital Research & Management Co. (Global Investors) 2.359 %39,088,3592.359 %Wellington Management Co. LLP 1.992 %33,008,9901.992 %6 more rows

(''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.

Largest shareholders include Mitsubishi Ufj Financial Group Inc, State Street Corp, Vanguard Group Inc, BlackRock Inc., Jpmorgan Chase & Co, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Wellington Management Group Llp, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, ...

Top 10 Owners of Morgan Stanley StockholderStakeShares ownedThe Vanguard Group, Inc.6.29%104,256,483BlackRock Fund Advisors3.47%57,548,769JPMorgan Investment Management, I...2.38%39,406,559Wellington Management Co. LLP1.98%32,819,6166 more rows

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.

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Download Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company straight from the US Legal Forms ... ** The Company combines global strength in investment banking (including the origination of underwritten public offerings and mergers and acquisitions advice) ...Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or. 15(d) of the Securities Exchange Act of 1934 ... MSDW provides asset management and brokerage services for individual investors in Europe through Morgan Stanley Dean Witter,. S.V., S.A. (formerly AB Asesores) ... Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 ... MORGAN STANLEY DEAN WITTER SERVICES COMPANY INC. Effective January 29, 2001. I. Introduction. Morgan Stanley Dean Witter Advisors Inc. (“MSDW ... His focus is on developing customized wealth management strategies that can be tax efficient for Individuals, Families, and Non-profits. Gary's client service ... Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. Apr 15, 1997 — By letter dated April 15, 1997, you request our concurrence that the merger of Dean Witter, Discover & Co. ("DWD") and Morgan. Stanley Group Inc ... Feb 2, 1998 — MORGAN STANLEY DEAN WITTER. 1585 BROADWAY. NEW YORK, NY 10035. STURM. 03/19/1973. 1. SIMON G. SIMON STURN. TWO BLOOR STREET WEST, SUITE. 700.

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Idaho Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company