Maine Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-628
• Format: Word; Rich Text

Description

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 Maine Management Agreement is a vital legal document that outlines the terms and conditions governing the relationship between Advisers Managers Trust (AMT) and Berger and Berman Management Inc. (BMI). It encompasses various aspects of managing investment accounts and aims to ensure a mutually beneficial partnership between the two entities. The agreement establishes the roles and responsibilities of both AMT and BMI, and provides guidance on key areas such as investment strategies, fee structures, and account reporting. It serves as a regulatory framework and sets the groundwork for a successful working relationship. Key provisions in the Maine Management Agreement include the selection of investment options, portfolio risk tolerance, and investment guidelines. Both parties collaborate to develop investment strategies that align with the financial goals and objectives of each client. The agreement dictates the scope of authority BMI has in decision-making and provides the necessary flexibility to adjust investment holdings and rebalance portfolios as needed. This helps optimize investment outcomes and adapt to changing market dynamics. Fee structures and compensation terms are also carefully outlined in the Maine Management Agreement. It specifies the fees associated with managing the accounts and provides clarity on any additional expenses that may arise, such as custodial fees or transaction costs. These provisions help ensure transparency and allow clients to understand the cost structure associated with their investments. Moreover, the Maine Management Agreement mandates regular reporting and communication between AMT and BMI. It details the frequency and format of account statements, performance reports, and other communication channels. This facilitates transparency and allows clients to stay informed about their investment activity, providing them with a clear picture of their financial progress. It is worth noting that there may be different types of Maine Management Agreements between AMT and BMI, tailored to specific investment vehicles or client needs. For example, there could be distinct agreements for individual investment accounts, retirement accounts, or institutional accounts. These variations may involve differing terms, fee structures, or investment strategies, depending on the specific requirements and objectives of each client. In conclusion, the Maine Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a comprehensive legal document that governs the working relationship between the two entities. It outlines crucial aspects such as investment strategies, fee structures, reporting requirements, and account management. Customized variations of this agreement may exist to cater to different investment vehicle types or client specifications.

The Maine Management Agreement is a vital legal document that outlines the terms and conditions governing the relationship between Advisers Managers Trust (AMT) and Berger and Berman Management Inc. (BMI). It encompasses various aspects of managing investment accounts and aims to ensure a mutually beneficial partnership between the two entities. The agreement establishes the roles and responsibilities of both AMT and BMI, and provides guidance on key areas such as investment strategies, fee structures, and account reporting. It serves as a regulatory framework and sets the groundwork for a successful working relationship. Key provisions in the Maine Management Agreement include the selection of investment options, portfolio risk tolerance, and investment guidelines. Both parties collaborate to develop investment strategies that align with the financial goals and objectives of each client. The agreement dictates the scope of authority BMI has in decision-making and provides the necessary flexibility to adjust investment holdings and rebalance portfolios as needed. This helps optimize investment outcomes and adapt to changing market dynamics. Fee structures and compensation terms are also carefully outlined in the Maine Management Agreement. It specifies the fees associated with managing the accounts and provides clarity on any additional expenses that may arise, such as custodial fees or transaction costs. These provisions help ensure transparency and allow clients to understand the cost structure associated with their investments. Moreover, the Maine Management Agreement mandates regular reporting and communication between AMT and BMI. It details the frequency and format of account statements, performance reports, and other communication channels. This facilitates transparency and allows clients to stay informed about their investment activity, providing them with a clear picture of their financial progress. It is worth noting that there may be different types of Maine Management Agreements between AMT and BMI, tailored to specific investment vehicles or client needs. For example, there could be distinct agreements for individual investment accounts, retirement accounts, or institutional accounts. These variations may involve differing terms, fee structures, or investment strategies, depending on the specific requirements and objectives of each client. In conclusion, the Maine Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a comprehensive legal document that governs the working relationship between the two entities. It outlines crucial aspects such as investment strategies, fee structures, reporting requirements, and account management. Customized variations of this agreement may exist to cater to different investment vehicle types or client specifications.