This sample form, a detailed Management 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 Kansas Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a comprehensive contract that outlines the terms and conditions governing the relationship between these entities in managing investments and assets. This agreement is crucial in establishing clear guidelines to ensure efficient collaboration and protect the interests of all parties involved. One type of Kansas Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is the Investment Management Agreement. This agreement specifically focuses on the management of investments and assets, including the selection, purchase, and sale of securities on behalf of Advisers Managers Trust. It outlines the responsibilities of Berger and Berman Management Inc. as the investment manager, including providing investment advice, maintaining records, and generating reports. Another type of Kansas Management Agreement may pertain to the administration and operation of collective investment funds. In such an agreement, Advisers Managers Trust acts as a trustee or sponsor of the collective investment funds, delegating the duties of managing and administering the funds to Berger and Berman Management Inc. Key terms and provisions typically included in the Kansas Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. may encompass: 1. Scope of services: Clearly defining the scope of services to be performed by Berger and Berman Management Inc., such as investment research, portfolio management, and risk assessment. 2. Compensation and expenses: Outlining the fees and compensation structure for Berger and Berman Management Inc., including management fees, performance fees, and reimbursement for reasonable expenses. 3. Investment objectives and restrictions: Establishing the investment objectives, strategies, and guidelines that Berger and Berman Management Inc. must adhere to when managing assets on behalf of Advisers Managers Trust. This may include limitations on types of investments, risk tolerance, and diversification requirements. 4. Reporting and communication: Detailing the frequency and format of reports to be provided by Berger and Berman Management Inc., ensuring transparency and accountability. This may include performance reports, statements of portfolio holdings, and other relevant information. 5. Termination and transition: Outlining the procedures and conditions for termination of the agreement, including any fees or penalties that may apply. Additionally, it may include provisions for the smooth transition of responsibilities and transfer of assets. It is important to note that the specific terms and provisions may vary depending on the nature and scope of the agreement between Advisers Managers Trust and Berger and Berman Management Inc.
The Kansas Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a comprehensive contract that outlines the terms and conditions governing the relationship between these entities in managing investments and assets. This agreement is crucial in establishing clear guidelines to ensure efficient collaboration and protect the interests of all parties involved. One type of Kansas Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is the Investment Management Agreement. This agreement specifically focuses on the management of investments and assets, including the selection, purchase, and sale of securities on behalf of Advisers Managers Trust. It outlines the responsibilities of Berger and Berman Management Inc. as the investment manager, including providing investment advice, maintaining records, and generating reports. Another type of Kansas Management Agreement may pertain to the administration and operation of collective investment funds. In such an agreement, Advisers Managers Trust acts as a trustee or sponsor of the collective investment funds, delegating the duties of managing and administering the funds to Berger and Berman Management Inc. Key terms and provisions typically included in the Kansas Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. may encompass: 1. Scope of services: Clearly defining the scope of services to be performed by Berger and Berman Management Inc., such as investment research, portfolio management, and risk assessment. 2. Compensation and expenses: Outlining the fees and compensation structure for Berger and Berman Management Inc., including management fees, performance fees, and reimbursement for reasonable expenses. 3. Investment objectives and restrictions: Establishing the investment objectives, strategies, and guidelines that Berger and Berman Management Inc. must adhere to when managing assets on behalf of Advisers Managers Trust. This may include limitations on types of investments, risk tolerance, and diversification requirements. 4. Reporting and communication: Detailing the frequency and format of reports to be provided by Berger and Berman Management Inc., ensuring transparency and accountability. This may include performance reports, statements of portfolio holdings, and other relevant information. 5. Termination and transition: Outlining the procedures and conditions for termination of the agreement, including any fees or penalties that may apply. Additionally, it may include provisions for the smooth transition of responsibilities and transfer of assets. It is important to note that the specific terms and provisions may vary depending on the nature and scope of the agreement between Advisers Managers Trust and Berger and Berman Management Inc.