Oklahoma Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9077
• Format: Word; Rich Text

Description

Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages The Oklahoma Investment Advisory Agreement is a legal document that outlines the terms and conditions of the partnership between Hamilton Small Cap Growth CRT Fund and The Bank of New York. This agreement sets a framework for the investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund, ensuring a mutually beneficial relationship and protecting the interests of both parties involved. Within this agreement, various key points and clauses are discussed, addressing important aspects such as the scope of services, compensation, responsibilities, and termination procedures. The agreement outlines the range of services that The Bank of New York will provide to Hamilton Small Cap Growth CRT Fund, including investment research, consulting, and portfolio management. In terms of compensation, the agreement clearly defines the fees and charges that Hamilton Small Cap Growth CRT Fund shall pay to The Bank of New York for their services. This section may include details on management fees, performance-based fees, and any other expenses that are eligible for reimbursement. Responsibilities are also specifically detailed within the agreement. The Bank of New York agrees to act as a fiduciary, managing the assets of Hamilton Small Cap Growth CRT Fund in accordance with the agreed-upon investment objectives and guidelines. The agreement may also mention any investment restrictions or guidelines that need to be followed to ensure compliance with regulatory requirements. In the event of any dispute or disagreements, the agreement may include provisions for resolution, such as arbitration or mediation, to avoid litigation. This helps to maintain a harmonious relationship between Hamilton Small Cap Growth CRT Fund and The Bank of New York. While there may not be different types of Oklahoma Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York, it is worth noting that there can be variations in the agreement terms based on specific circumstances or preferences of the parties involved. These variations could include customized provisions related to reporting, accountability, or any specific investment strategies unique to Hamilton Small Cap Growth CRT Fund. In conclusion, the Oklahoma Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a comprehensive document that establishes the framework for their professional relationship, outlining the services, compensation, responsibilities, and dispute resolution procedures. This agreement serves to protect the interests of both parties and ensures a successful partnership in managing the investment portfolio of Hamilton Small Cap Growth CRT Fund.

The Oklahoma Investment Advisory Agreement is a legal document that outlines the terms and conditions of the partnership between Hamilton Small Cap Growth CRT Fund and The Bank of New York. This agreement sets a framework for the investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund, ensuring a mutually beneficial relationship and protecting the interests of both parties involved. Within this agreement, various key points and clauses are discussed, addressing important aspects such as the scope of services, compensation, responsibilities, and termination procedures. The agreement outlines the range of services that The Bank of New York will provide to Hamilton Small Cap Growth CRT Fund, including investment research, consulting, and portfolio management. In terms of compensation, the agreement clearly defines the fees and charges that Hamilton Small Cap Growth CRT Fund shall pay to The Bank of New York for their services. This section may include details on management fees, performance-based fees, and any other expenses that are eligible for reimbursement. Responsibilities are also specifically detailed within the agreement. The Bank of New York agrees to act as a fiduciary, managing the assets of Hamilton Small Cap Growth CRT Fund in accordance with the agreed-upon investment objectives and guidelines. The agreement may also mention any investment restrictions or guidelines that need to be followed to ensure compliance with regulatory requirements. In the event of any dispute or disagreements, the agreement may include provisions for resolution, such as arbitration or mediation, to avoid litigation. This helps to maintain a harmonious relationship between Hamilton Small Cap Growth CRT Fund and The Bank of New York. While there may not be different types of Oklahoma Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York, it is worth noting that there can be variations in the agreement terms based on specific circumstances or preferences of the parties involved. These variations could include customized provisions related to reporting, accountability, or any specific investment strategies unique to Hamilton Small Cap Growth CRT Fund. In conclusion, the Oklahoma Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a comprehensive document that establishes the framework for their professional relationship, outlining the services, compensation, responsibilities, and dispute resolution procedures. This agreement serves to protect the interests of both parties and ensures a successful partnership in managing the investment portfolio of Hamilton Small Cap Growth CRT Fund.