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Oregon Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc

State:
Multi-State
Control #:
US-CC-7-636
Format:
Word; 
Rich Text
Instant download

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. The Oregon Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legal document that outlines the terms and conditions under which the two entities will collaborate in the administration of various financial and investment activities in the state of Oregon. This agreement serves as a framework for establishing the roles and responsibilities of both parties involved, ensuring transparency and accountability in all administrative activities. It provides a clear understanding of the obligations, duties, and rights of each party, which helps facilitate a smooth working relationship. Key provisions in the Oregon Administration Agreement include: 1. Purpose: The agreement defines the purpose of the collaboration between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, which typically involves investment management, asset allocation, risk management, and other related activities. The specific objectives and goals are outlined to ensure alignment between both parties. 2. Obligations and Duties: This section outlines the specific obligations and duties of each party involved in the administration agreement. Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may have distinct roles and responsibilities, including areas such as investment decision-making, compliance with state regulations, reporting requirements, and client servicing obligations. 3. Governance: The agreement establishes the governance structure, including the mechanism for decision-making, communication, and conflict resolution. It may define the roles of various committees or individuals responsible for overseeing the administration activities and ensuring compliance with applicable laws and regulations. 4. Compensation: Under this section, the agreement outlines the compensation arrangements between both parties. This may include details on fee structures, profit sharing, or any other financial arrangements agreed upon by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. 5. Term and Termination: The agreement specifies the duration of the Oregon Administration Agreement and the conditions under which either party can terminate the agreement. It may also include provisions for renegotiation or extension of the agreement upon mutual consent. Different types of Oregon Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may exist depending on the specific financial services provided, the type of clients involved, or the scope of assets under management. These may include variations such as Oregon Administration Agreement for Private Wealth Management, Oregon Administration Agreement for Institutional Clients, or Oregon Administration Agreement for Retirement Plan Participants. By having a well-structured Oregon Administration Agreement, Berger and Berman Advisers Management Trust and Berger and Berman Management Inc can effectively collaborate, streamline administrative processes, and provide efficient investment management services to their clients in Oregon.

The Oregon Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legal document that outlines the terms and conditions under which the two entities will collaborate in the administration of various financial and investment activities in the state of Oregon. This agreement serves as a framework for establishing the roles and responsibilities of both parties involved, ensuring transparency and accountability in all administrative activities. It provides a clear understanding of the obligations, duties, and rights of each party, which helps facilitate a smooth working relationship. Key provisions in the Oregon Administration Agreement include: 1. Purpose: The agreement defines the purpose of the collaboration between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, which typically involves investment management, asset allocation, risk management, and other related activities. The specific objectives and goals are outlined to ensure alignment between both parties. 2. Obligations and Duties: This section outlines the specific obligations and duties of each party involved in the administration agreement. Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may have distinct roles and responsibilities, including areas such as investment decision-making, compliance with state regulations, reporting requirements, and client servicing obligations. 3. Governance: The agreement establishes the governance structure, including the mechanism for decision-making, communication, and conflict resolution. It may define the roles of various committees or individuals responsible for overseeing the administration activities and ensuring compliance with applicable laws and regulations. 4. Compensation: Under this section, the agreement outlines the compensation arrangements between both parties. This may include details on fee structures, profit sharing, or any other financial arrangements agreed upon by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. 5. Term and Termination: The agreement specifies the duration of the Oregon Administration Agreement and the conditions under which either party can terminate the agreement. It may also include provisions for renegotiation or extension of the agreement upon mutual consent. Different types of Oregon Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may exist depending on the specific financial services provided, the type of clients involved, or the scope of assets under management. These may include variations such as Oregon Administration Agreement for Private Wealth Management, Oregon Administration Agreement for Institutional Clients, or Oregon Administration Agreement for Retirement Plan Participants. By having a well-structured Oregon Administration Agreement, Berger and Berman Advisers Management Trust and Berger and Berman Management Inc can effectively collaborate, streamline administrative processes, and provide efficient investment management services to their clients in Oregon.

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Oregon Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc