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 Maine Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legal contract that outlines the terms and conditions regarding the administration of investment portfolios. This agreement serves as a framework for the roles, responsibilities, and obligations of both parties involved in managing investment funds in the state of Maine. Berger and Berman Advisers Management Trust and Berger and Berman Management Inc are entities that provide investment management services, and their collaboration under the Maine Administration Agreement aims to optimize the management and administration of investment portfolios within the state. This agreement addresses various crucial aspects related to investment administration, including asset allocation, investment strategies, risk management, reporting, and record-keeping. It ensures that both parties comply with applicable laws, regulations, and industry standards while actively managing and monitoring investment assets. The Maine Administration Agreement further specifies the scope of authority granted to Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. This includes granting them the power to make investment decisions, execute trades, and manage the day-to-day operations of the investment portfolios entrusted to them. Different types of Maine Administration Agreements can exist based on specific client requirements or investment strategies. Some named types may include: 1. General Administration Agreement: This type of agreement outlines the broad terms and conditions applicable to the overall administration of investment portfolios managed by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. 2. Specific Portfolio Administration Agreement: This type of agreement focuses on the administration of a specific investment portfolio or group of portfolios. It may include specific investment objectives, performance benchmarks, and reporting formats tailored to meet the unique needs of that particular portfolio. 3. Fund Administration Agreement: In the case of investment funds such as mutual funds or exchange-traded funds, this agreement is designed for the administration of the fund(s) as a whole. It typically covers aspects such as shareholder services, pricing, NAV calculations, distribution, and compliance. These are just a few examples of the potential types of Maine Administration Agreements that may exist between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. Each type is customized to address the specific requirements and preferences of the clients or investment products involved, ensuring effective and compliant management of investment portfolios in the state of Maine.
The Maine Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legal contract that outlines the terms and conditions regarding the administration of investment portfolios. This agreement serves as a framework for the roles, responsibilities, and obligations of both parties involved in managing investment funds in the state of Maine. Berger and Berman Advisers Management Trust and Berger and Berman Management Inc are entities that provide investment management services, and their collaboration under the Maine Administration Agreement aims to optimize the management and administration of investment portfolios within the state. This agreement addresses various crucial aspects related to investment administration, including asset allocation, investment strategies, risk management, reporting, and record-keeping. It ensures that both parties comply with applicable laws, regulations, and industry standards while actively managing and monitoring investment assets. The Maine Administration Agreement further specifies the scope of authority granted to Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. This includes granting them the power to make investment decisions, execute trades, and manage the day-to-day operations of the investment portfolios entrusted to them. Different types of Maine Administration Agreements can exist based on specific client requirements or investment strategies. Some named types may include: 1. General Administration Agreement: This type of agreement outlines the broad terms and conditions applicable to the overall administration of investment portfolios managed by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. 2. Specific Portfolio Administration Agreement: This type of agreement focuses on the administration of a specific investment portfolio or group of portfolios. It may include specific investment objectives, performance benchmarks, and reporting formats tailored to meet the unique needs of that particular portfolio. 3. Fund Administration Agreement: In the case of investment funds such as mutual funds or exchange-traded funds, this agreement is designed for the administration of the fund(s) as a whole. It typically covers aspects such as shareholder services, pricing, NAV calculations, distribution, and compliance. These are just a few examples of the potential types of Maine Administration Agreements that may exist between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. Each type is customized to address the specific requirements and preferences of the clients or investment products involved, ensuring effective and compliant management of investment portfolios in the state of Maine.