Oregon Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company

• Category: Corporations - Public - Services
• State: Multi-State
• Control #: US-EG-9322
• Format: Word; Rich Text

Description

Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company, Inc. regarding the performance of administrative services dated June 22, 1998. 4 pages. Title: Understanding the Oregon Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company Description: The Oregon Service Agreement plays a crucial role in formalizing the contractual relationship between Morgan Stanley Dean Witter Advisors, Inc. (MSW Advisors) and Morgan Stanley Dean Witter Services Company (MSW Services). This comprehensive guide provides an in-depth overview of the various types of Oregon Service Agreements offered by these two entities, shedding light on their significance and key components. Keywords: Oregon Service Agreement, Morgan Stanley Dean Witter Advisors, Inc., Morgan Stanley Dean Witter Services Company, types of agreements 1. Oregon Service Agreement: Defined The Oregon Service Agreement serves as a legally binding document that outlines the terms and conditions for the provision of investment advisory services by MSW Advisors to clients within the state of Oregon. This agreement sets the foundation for a professional relationship, establishing the rights and responsibilities of both parties involved. 2. Morgan Stanley Dean Witter Advisors, Inc. MSW Advisors is a renowned investment advisory firm providing clients with extensive financial expertise and personalized wealth management solutions. They offer a range of Oregon Service Agreements tailored to meet clients' specific needs, preferences, and investment goals. 3. Morgan Stanley Dean Witter Services Company MSW Services, the sister company of MSW Advisors, plays a vital role in facilitating the administrative and support functions required for the effective execution of the investment advisory services. Working in tandem with MSW Advisors, their contributions ensure a seamless client experience. Types of Oregon Service Agreements: a) Oregon Standard Service Agreement: This widely used agreement between MSW Advisors and MSW Services outlines the core framework for providing investment advisory services within Oregon. It covers essential areas such as service fees, account management, client obligations, and dispute resolution procedures. b) Oregon Customized Service Agreement: Recognizing the diverse needs of clients, MSW Advisors also offers customized Oregon Service Agreements tailored to individual preferences. This agreement allows clients to outline specific investment objectives, preferences, and restrictions while availing themselves of the firm's comprehensive advisory services. c) Oregon Fee-Based Service Agreement: For clients seeking comprehensive financial advice and portfolio management, the Oregon Fee-Based Service Agreement is the preferred option. It incorporates detailed fee structures for advisory services, investment management, and performance-based compensation, fostering transparency and aligning the interests of MSW Advisors and their clients. d) Oregon Limited Scope Service Agreement: For clients requiring specialized financial guidance or targeted advisory services, the Oregon Limited Scope Service Agreement offers flexibility. This agreement is suitable for addressing specific investment needs, such as retirement planning, estate planning, or risk management, allowing clients to access the expertise of MSW Advisors selectively. Conclusion: The Oregon Service Agreement serves as a vital component in establishing a solid contractual foundation between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company. Through various types of agreements, clients can benefit from customized advisory services, tailored investment approaches, and transparent fee structures, ultimately working towards their financial objectives in the state of Oregon.

Title: Understanding the Oregon Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company Description: The Oregon Service Agreement plays a crucial role in formalizing the contractual relationship between Morgan Stanley Dean Witter Advisors, Inc. (MSW Advisors) and Morgan Stanley Dean Witter Services Company (MSW Services). This comprehensive guide provides an in-depth overview of the various types of Oregon Service Agreements offered by these two entities, shedding light on their significance and key components. Keywords: Oregon Service Agreement, Morgan Stanley Dean Witter Advisors, Inc., Morgan Stanley Dean Witter Services Company, types of agreements 1. Oregon Service Agreement: Defined The Oregon Service Agreement serves as a legally binding document that outlines the terms and conditions for the provision of investment advisory services by MSW Advisors to clients within the state of Oregon. This agreement sets the foundation for a professional relationship, establishing the rights and responsibilities of both parties involved. 2. Morgan Stanley Dean Witter Advisors, Inc. MSW Advisors is a renowned investment advisory firm providing clients with extensive financial expertise and personalized wealth management solutions. They offer a range of Oregon Service Agreements tailored to meet clients' specific needs, preferences, and investment goals. 3. Morgan Stanley Dean Witter Services Company MSW Services, the sister company of MSW Advisors, plays a vital role in facilitating the administrative and support functions required for the effective execution of the investment advisory services. Working in tandem with MSW Advisors, their contributions ensure a seamless client experience. Types of Oregon Service Agreements: a) Oregon Standard Service Agreement: This widely used agreement between MSW Advisors and MSW Services outlines the core framework for providing investment advisory services within Oregon. It covers essential areas such as service fees, account management, client obligations, and dispute resolution procedures. b) Oregon Customized Service Agreement: Recognizing the diverse needs of clients, MSW Advisors also offers customized Oregon Service Agreements tailored to individual preferences. This agreement allows clients to outline specific investment objectives, preferences, and restrictions while availing themselves of the firm's comprehensive advisory services. c) Oregon Fee-Based Service Agreement: For clients seeking comprehensive financial advice and portfolio management, the Oregon Fee-Based Service Agreement is the preferred option. It incorporates detailed fee structures for advisory services, investment management, and performance-based compensation, fostering transparency and aligning the interests of MSW Advisors and their clients. d) Oregon Limited Scope Service Agreement: For clients requiring specialized financial guidance or targeted advisory services, the Oregon Limited Scope Service Agreement offers flexibility. This agreement is suitable for addressing specific investment needs, such as retirement planning, estate planning, or risk management, allowing clients to access the expertise of MSW Advisors selectively. Conclusion: The Oregon Service Agreement serves as a vital component in establishing a solid contractual foundation between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company. Through various types of agreements, clients can benefit from customized advisory services, tailored investment approaches, and transparent fee structures, ultimately working towards their financial objectives in the state of Oregon.