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 Maryland Administration Agreement refers to a legal contract established between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. This agreement outlines the terms and conditions regarding the administration and management of assets, portfolios, and investments. It serves as a binding document that governs the relationship between the two entities, defining their roles, responsibilities, and obligations in managing various financial activities. The Maryland Administration Agreement aims to ensure a smooth and collaborative approach to efficiently handling assets and investment strategies. By clearly demarcating the responsibilities of both Berger and Berman Advisers Management Trust and Berger and Berman Management Inc., the agreement helps maintain transparency and accountability throughout the partnership. Among the different types of Maryland Administration Agreement between these entities, there are variations that may cater to specific circumstances or requirements. These agreements could include but are not limited to: 1. Investment Administration Agreement: This type of agreement lays out the specific procedures and guidelines for the administration of investment portfolios. It encompasses aspects such as investment decisions, risk management, reporting mechanisms, and performance evaluation, ensuring proper governance of the investments. 2. Asset Management Administration Agreement: This agreement focuses on the management and administration of assets held by Berger and Berman Advisers Management Trust. It defines the roles and responsibilities related to valuations, custody of assets, and compliance with regulatory requirements. It also outlines the fee structure and any performance benchmarks that need to be met. 3. Compliance and Reporting Administration Agreement: This type of agreement highlights the need for compliance with legal and regulatory obligations. It addresses reporting requirements, internal controls, and annual audits. It specifies the measures to be taken to ensure adherence to relevant laws, regulations, and industry standards. 4. Performance Monitoring Administration Agreement: This agreement primarily focuses on monitoring the performance of the assets managed or advised by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. It outlines the evaluation criteria and benchmarks that will be used to assess the performance of the assets, allowing for necessary adjustments or enhancements to be made. Overall, the various types of Maryland Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. serve to provide a comprehensive framework to effectively manage assets, investments, compliance, and reporting obligations. These agreements ensure that both parties work collaboratively, safeguarding the interests of clients and maintaining the highest standards of professionalism and accountability.
The Maryland Administration Agreement refers to a legal contract established between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. This agreement outlines the terms and conditions regarding the administration and management of assets, portfolios, and investments. It serves as a binding document that governs the relationship between the two entities, defining their roles, responsibilities, and obligations in managing various financial activities. The Maryland Administration Agreement aims to ensure a smooth and collaborative approach to efficiently handling assets and investment strategies. By clearly demarcating the responsibilities of both Berger and Berman Advisers Management Trust and Berger and Berman Management Inc., the agreement helps maintain transparency and accountability throughout the partnership. Among the different types of Maryland Administration Agreement between these entities, there are variations that may cater to specific circumstances or requirements. These agreements could include but are not limited to: 1. Investment Administration Agreement: This type of agreement lays out the specific procedures and guidelines for the administration of investment portfolios. It encompasses aspects such as investment decisions, risk management, reporting mechanisms, and performance evaluation, ensuring proper governance of the investments. 2. Asset Management Administration Agreement: This agreement focuses on the management and administration of assets held by Berger and Berman Advisers Management Trust. It defines the roles and responsibilities related to valuations, custody of assets, and compliance with regulatory requirements. It also outlines the fee structure and any performance benchmarks that need to be met. 3. Compliance and Reporting Administration Agreement: This type of agreement highlights the need for compliance with legal and regulatory obligations. It addresses reporting requirements, internal controls, and annual audits. It specifies the measures to be taken to ensure adherence to relevant laws, regulations, and industry standards. 4. Performance Monitoring Administration Agreement: This agreement primarily focuses on monitoring the performance of the assets managed or advised by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. It outlines the evaluation criteria and benchmarks that will be used to assess the performance of the assets, allowing for necessary adjustments or enhancements to be made. Overall, the various types of Maryland Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. serve to provide a comprehensive framework to effectively manage assets, investments, compliance, and reporting obligations. These agreements ensure that both parties work collaboratively, safeguarding the interests of clients and maintaining the highest standards of professionalism and accountability.