New Mexico Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-636
• Format: Word; Rich Text

Description

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. New Mexico Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc: — Definition: The New Mexico Administration Agreement is a contract entered into between Berger and Berman Advisers Management Trust (NB MAT) and Berger and Berman Management Inc (BMI) that outlines the terms and conditions of the administration services provided by BMI to NB MAT in the state of New Mexico. — Objective: The agreement is designed to establish a working relationship and define the roles and responsibilities of each party involved in the administration of NB MAT's investment portfolio and related activities in compliance with the laws and regulations of New Mexico. — Key Provisions: The New Mexico Administration Agreement covers various aspects, including but not limited to: 1. Administration Services: BMI agrees to provide administrative support to NB MAT, which may include investment management, financial reporting, record-keeping, trade execution, compliance monitoring, and other related services as agreed upon by both parties. 2. Fee Structure: The agreement specifies the fee structure for the services provided by BMI. This may include a fixed fee, a performance-based fee, or a combination of both, depending on the type of services rendered and the specific investment objectives of NB MAT. 3. Reporting Requirements: The agreement outlines the reporting obligations of BMI, including the frequency and format of financial reports, performance reports, and any other relevant updates required by NB MAT or requested by regulatory authorities. 4. Amendments and Termination: The agreement includes provisions that govern the possibility of amendments or termination of the agreement by either party. It may include notice periods, conditions for termination, and potential consequences resulting from termination. — Types of New Mexico Administration Agreements: While the specific types of New Mexico Administration Agreements may vary based on the specific needs and circumstances of NB MAT and BMI, some potential variations could include: 1. Investment Administration Agreement: This type of agreement would focus primarily on the administration of NB MAT's investment activities, including investment management, trade execution, and related services. 2. Compliance Administration Agreement: This agreement would emphasize the administration of compliance-related activities, such as maintaining regulatory compliance, filing reports, and ensuring adherence to applicable laws and regulations. 3. Full-Service Administration Agreement: This comprehensive agreement would cover a range of administration services, including investment management, compliance, financial reporting, trade execution, and any other relevant administrative tasks required by NB MAT. In conclusion, the New Mexico Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a formal contract that outlines the terms and conditions of the administration services provided by BMI to NB MAT in compliance with the laws and regulations of New Mexico. The agreement covers a variety of provisions, including administration services, fee structure, reporting requirements, and amendments or termination conditions. Different types of New Mexico Administration Agreements can exist based on the specific focus and scope of the agreement, such as investment administration, compliance administration, or full-service administration.

New Mexico Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc: — Definition: The New Mexico Administration Agreement is a contract entered into between Berger and Berman Advisers Management Trust (NB MAT) and Berger and Berman Management Inc (BMI) that outlines the terms and conditions of the administration services provided by BMI to NB MAT in the state of New Mexico. — Objective: The agreement is designed to establish a working relationship and define the roles and responsibilities of each party involved in the administration of NB MAT's investment portfolio and related activities in compliance with the laws and regulations of New Mexico. — Key Provisions: The New Mexico Administration Agreement covers various aspects, including but not limited to: 1. Administration Services: BMI agrees to provide administrative support to NB MAT, which may include investment management, financial reporting, record-keeping, trade execution, compliance monitoring, and other related services as agreed upon by both parties. 2. Fee Structure: The agreement specifies the fee structure for the services provided by BMI. This may include a fixed fee, a performance-based fee, or a combination of both, depending on the type of services rendered and the specific investment objectives of NB MAT. 3. Reporting Requirements: The agreement outlines the reporting obligations of BMI, including the frequency and format of financial reports, performance reports, and any other relevant updates required by NB MAT or requested by regulatory authorities. 4. Amendments and Termination: The agreement includes provisions that govern the possibility of amendments or termination of the agreement by either party. It may include notice periods, conditions for termination, and potential consequences resulting from termination. — Types of New Mexico Administration Agreements: While the specific types of New Mexico Administration Agreements may vary based on the specific needs and circumstances of NB MAT and BMI, some potential variations could include: 1. Investment Administration Agreement: This type of agreement would focus primarily on the administration of NB MAT's investment activities, including investment management, trade execution, and related services. 2. Compliance Administration Agreement: This agreement would emphasize the administration of compliance-related activities, such as maintaining regulatory compliance, filing reports, and ensuring adherence to applicable laws and regulations. 3. Full-Service Administration Agreement: This comprehensive agreement would cover a range of administration services, including investment management, compliance, financial reporting, trade execution, and any other relevant administrative tasks required by NB MAT. In conclusion, the New Mexico Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a formal contract that outlines the terms and conditions of the administration services provided by BMI to NB MAT in compliance with the laws and regulations of New Mexico. The agreement covers a variety of provisions, including administration services, fee structure, reporting requirements, and amendments or termination conditions. Different types of New Mexico Administration Agreements can exist based on the specific focus and scope of the agreement, such as investment administration, compliance administration, or full-service administration.