The Illinois Investment Management Agreement is a legally binding document that outlines the terms and conditions for employing Morgan Stanley Dean Witter Advisors, Inc. (MSW Advisors) to provide management and investment advisory services in the state of Illinois. This agreement is designed to protect the interests of both the client and MSW Advisors, ensuring a mutually beneficial relationship. Keywords: Illinois, Investment Management Agreement, Morgan Stanley Dean Witter Advisors, management, investment advisory services, employment, terms and conditions, client, relationship, mutually beneficial. There are several types of Illinois Investment Management Agreements that may exist when employing MSW Advisors. These variations can be categorized based on factors such as the client's specific investment goals, account types, and desired level of involvement. Here are a few common types: 1. Individual Investment Management Agreement: This agreement is tailored for individual clients seeking personalized investment management and advisory services from MSW Advisors. It considers the client's unique financial objectives, risk tolerance, and investment preferences. 2. Institutional Investment Management Agreement: This type of agreement is specifically designed for institutional clients, such as pension funds, endowments, or foundations. It outlines the responsibilities of both parties regarding asset allocation, risk management, and reporting requirements. 3. Wrap Fee Investment Management Agreement: A wrap fee agreement incorporates investment management and advisory services along with the costs of executing transactions and custody services. It allows clients to pay a single, bundled fee rather than separate charges for each service. 4. Discretionary Investment Management Agreement: This agreement enables MSW Advisors to exercise discretion overinvestment decisions on behalf of the client without obtaining prior consent for each trade. However, there may be certain restrictions and guidelines set forth in the agreement. 5. Non-Discretionary Investment Management Agreement: Unlike the discretionary agreement, a non-discretionary agreement requires MSW Advisors to seek the client's approval before making any investment decisions. The client retains full control over each investment transaction. Each type of agreement may have specific clauses related to fee structures, performance benchmarks, reporting frequency, termination clauses, and other important provisions. It is crucial for both parties to thoroughly review and understand the terms before entering into any Illinois Investment Management Agreement with MSW Advisors.
Illinois Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services
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How to fill out Illinois Investment Management Agreement Regarding The Employment Of Morgan Stanley Dean Witter Advisors, Inc. To Render Management And Investment Advisory Services?
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Morgan Stanley and Dean Witter merged in 1997, creating America's largest asset management company and securities firm in terms of equity capital. The resulting name, Morgan Stanley, Dean Witter, Discover & Company, was shortened to Morgan Stanley in March 2001.
'' Dean Witter, Discover, which traces its origins back to a brokerage firm founded by Dean Witter in San Francisco in 1924, was bought by Sears in 1981 for $661 million in cash and stock.
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.
(''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.