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 Oregon Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legal contract that outlines the terms and conditions between Berger and Berman Management, Inc. and its sub-advisory clients in the state of Oregon. This agreement provides a comprehensive framework for the provision of investment advisory services by Berger and Berman Management, Inc. to its clients located in Oregon. The Oregon Sub-Advisory Agreement encompasses various aspects of the business relationship, such as the responsibilities of both parties, fee structures, duration of the agreement, termination clauses, and other important provisions. It ensures that both Berger and Berman Management, Inc. and its Oregon clients are aware of their rights and obligations and provides a legal basis for the provision of advisory services. One type of Oregon Sub-Advisory Agreement offered by Berger and Berman Management, Inc. is the Fixed-Termination Sub-Advisory Agreement. This agreement establishes a specific duration for the sub-advisory relationship between the company and its Oregon clients. It typically includes a fixed term, which may range from a few months to several years, during which Berger and Berman Management, Inc. will provide advisory services to the client. At the end of the agreed-upon term, the agreement will terminate unless both parties decide to renew it. Another type of Oregon Sub-Advisory Agreement offered by Berger and Berman Management, Inc. is the Evergreen Sub-Advisory Agreement. This agreement differs from the fixed-term agreement by having an indefinite duration. It remains in effect until either party provides written notice of termination, subject to any applicable notice periods outlined in the agreement. The Evergreen Sub-Advisory Agreement is often used when a long-term relationship between Berger and Berman Management, Inc. and its Oregon clients is anticipated, allowing flexibility for the parties to adjust the terms as needed. In conclusion, the Oregon Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract that governs the provision of investment advisory services to clients located in Oregon. This agreement ensures that both parties are in sync regarding their roles, responsibilities, and the terms of the sub-advisory relationship. Berger and Berman Management, Inc. offers different types of Oregon Sub-Advisory Agreements, including fixed-term and evergreen agreements, tailored to meet the specific needs of its Oregon clients.
The Oregon Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legal contract that outlines the terms and conditions between Berger and Berman Management, Inc. and its sub-advisory clients in the state of Oregon. This agreement provides a comprehensive framework for the provision of investment advisory services by Berger and Berman Management, Inc. to its clients located in Oregon. The Oregon Sub-Advisory Agreement encompasses various aspects of the business relationship, such as the responsibilities of both parties, fee structures, duration of the agreement, termination clauses, and other important provisions. It ensures that both Berger and Berman Management, Inc. and its Oregon clients are aware of their rights and obligations and provides a legal basis for the provision of advisory services. One type of Oregon Sub-Advisory Agreement offered by Berger and Berman Management, Inc. is the Fixed-Termination Sub-Advisory Agreement. This agreement establishes a specific duration for the sub-advisory relationship between the company and its Oregon clients. It typically includes a fixed term, which may range from a few months to several years, during which Berger and Berman Management, Inc. will provide advisory services to the client. At the end of the agreed-upon term, the agreement will terminate unless both parties decide to renew it. Another type of Oregon Sub-Advisory Agreement offered by Berger and Berman Management, Inc. is the Evergreen Sub-Advisory Agreement. This agreement differs from the fixed-term agreement by having an indefinite duration. It remains in effect until either party provides written notice of termination, subject to any applicable notice periods outlined in the agreement. The Evergreen Sub-Advisory Agreement is often used when a long-term relationship between Berger and Berman Management, Inc. and its Oregon clients is anticipated, allowing flexibility for the parties to adjust the terms as needed. In conclusion, the Oregon Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract that governs the provision of investment advisory services to clients located in Oregon. This agreement ensures that both parties are in sync regarding their roles, responsibilities, and the terms of the sub-advisory relationship. Berger and Berman Management, Inc. offers different types of Oregon Sub-Advisory Agreements, including fixed-term and evergreen agreements, tailored to meet the specific needs of its Oregon clients.