Oklahoma Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-644
• Format: Word; Rich Text

Description

This sample form, a detailed Sub-advisory 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 Oklahoma Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract that outlines the terms and conditions of the relationship between Berger and Berman Management, Inc. (referred to as the "Sub-Advisor") and the clients based in Oklahoma. This agreement serves as a framework for the Sub-Advisor to provide sub-advisory services to its clients in Oklahoma, in accordance with the applicable laws and regulations. It ensures that the Sub-Advisor acts in the best interests of the clients and provides professional expertise and assistance in managing their investment portfolios. Keywords: Oklahoma, Sub-Advisory Agreement, Berger and Berman Management, Inc., clients, relationship, legally binding contract, terms and conditions, sub-advisory services, applicable laws and regulations, best interests, professional expertise, investment portfolios. There may be different types or variations of the Oklahoma Sub-Advisory Agreement of Berger and Berman Management, Inc. based on specific client requirements or investment strategies. These variations can include: 1. Individual Client Sub-Advisory Agreement: This type of agreement caters to individual clients in Oklahoma who seek personalized sub-advisory services from Berger and Berman Management, Inc. The agreement outlines the scope of services, investment objectives, and other pertinent details specific to the individual client's requirements. 2. Corporate Client Sub-Advisory Agreement: This agreement is tailored for corporate clients based in Oklahoma who engage Berger and Berman Management, Inc. as their sub-advisor. It includes provisions related to investment management, reporting, and monitoring of the corporate client's investment portfolio. 3. Institutional Client Sub-Advisory Agreement: This type of agreement is designed for institutional clients such as pension funds, endowments, or foundations in Oklahoma that need sub-advisory services from Berger and Berman Management, Inc. It may incorporate additional clauses regarding risk management, benchmarks, compliance, and performance evaluation. 4. Customized Sub-Advisory Agreement: In some cases, clients in Oklahoma may require a customized sub-advisory agreement that suits their unique investment preferences or regulatory considerations. Berger and Berman Management, Inc. can work closely with the client to draft a tailored agreement that aligns with their specific needs, ensuring a mutually beneficial and compliant relationship. Keywords: individual client, corporate client, institutional client, customized sub-advisory agreement, investment objectives, investment strategies, investment management, reporting, monitoring, risk management, benchmarks, compliance, performance evaluation, regulatory considerations, tailored agreement, unique investment preferences.

The Oklahoma Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract that outlines the terms and conditions of the relationship between Berger and Berman Management, Inc. (referred to as the "Sub-Advisor") and the clients based in Oklahoma. This agreement serves as a framework for the Sub-Advisor to provide sub-advisory services to its clients in Oklahoma, in accordance with the applicable laws and regulations. It ensures that the Sub-Advisor acts in the best interests of the clients and provides professional expertise and assistance in managing their investment portfolios. Keywords: Oklahoma, Sub-Advisory Agreement, Berger and Berman Management, Inc., clients, relationship, legally binding contract, terms and conditions, sub-advisory services, applicable laws and regulations, best interests, professional expertise, investment portfolios. There may be different types or variations of the Oklahoma Sub-Advisory Agreement of Berger and Berman Management, Inc. based on specific client requirements or investment strategies. These variations can include: 1. Individual Client Sub-Advisory Agreement: This type of agreement caters to individual clients in Oklahoma who seek personalized sub-advisory services from Berger and Berman Management, Inc. The agreement outlines the scope of services, investment objectives, and other pertinent details specific to the individual client's requirements. 2. Corporate Client Sub-Advisory Agreement: This agreement is tailored for corporate clients based in Oklahoma who engage Berger and Berman Management, Inc. as their sub-advisor. It includes provisions related to investment management, reporting, and monitoring of the corporate client's investment portfolio. 3. Institutional Client Sub-Advisory Agreement: This type of agreement is designed for institutional clients such as pension funds, endowments, or foundations in Oklahoma that need sub-advisory services from Berger and Berman Management, Inc. It may incorporate additional clauses regarding risk management, benchmarks, compliance, and performance evaluation. 4. Customized Sub-Advisory Agreement: In some cases, clients in Oklahoma may require a customized sub-advisory agreement that suits their unique investment preferences or regulatory considerations. Berger and Berman Management, Inc. can work closely with the client to draft a tailored agreement that aligns with their specific needs, ensuring a mutually beneficial and compliant relationship. Keywords: individual client, corporate client, institutional client, customized sub-advisory agreement, investment objectives, investment strategies, investment management, reporting, monitoring, risk management, benchmarks, compliance, performance evaluation, regulatory considerations, tailored agreement, unique investment preferences.