The Oregon Investment Management Agreement refers to a legal contract entered into between an individual or organization in Oregon and Morgan Stanley Dean Witter Advisors, Inc. This agreement aims to establish the terms and conditions under which Morgan Stanley Dean Witter Advisors will provide management and investment advisory services to the client. The agreement outlines the specific obligations and responsibilities of both parties. Morgan Stanley Dean Witter Advisors, as the investment manager, agrees to provide professional advice and execution services to the client regarding their investment portfolio. This may include areas such as asset allocation, risk management, portfolio diversification, and performance evaluation. Meanwhile, the client agrees to disclose relevant financial information, investment objectives, and risk tolerance to help Morgan Stanley Dean Witter Advisors tailor their services. The client also agrees to pay the agreed-upon fees and charges for the services provided. The Oregon Investment Management Agreement may further specify additional clauses and conditions based on the unique needs of the client and the nature of their investments. For instance, it may include provisions related to the investment strategies being employed, exclusions on certain types of investments, discretion of Morgan Stanley Dean Witter Advisors in making investment decisions, and guidelines on monitoring and reporting of portfolio performance. It's important to note that there may be different types or variations of the Oregon Investment Management Agreement, depending on the specific requirements and objectives of the client. These variations may include differences in terms such as contract duration, termination process, fee structure, and the extent of discretionary authority given to Morgan Stanley Dean Witter Advisors. These variations allow for customization of the agreement to suit the client's needs and preferences. In summary, the Oregon Investment Management Agreement is a legally binding document that serves as a framework for the employment of Morgan Stanley Dean Witter Advisors, Inc. by an individual or organization in Oregon. It ensures a clear understanding of the services to be provided, the responsibilities of each party, and the terms under which the investment management relationship will be carried out.
Oregon Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services
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How to fill out Oregon Investment Management Agreement Regarding The Employment Of Morgan Stanley Dean Witter Advisors, Inc. To Render Management And Investment Advisory Services?
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