Pennsylvania Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services

• Category: Corporations - Public - Management
• State: Multi-State
• Control #: US-EG-9318
• Format: Word; Rich Text

Description

Investment Management Agreement between Active Assets Premier Money Trust and Morgan Stanley Dean Witter Advisors, Inc. regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services dated The Pennsylvania Investment Management Agreement is a legal document that outlines the terms and conditions between an individual or entity (hereinafter referred to as the "Client") and Morgan Stanley Dean Witter Advisors, Inc. (hereinafter referred to as "Morgan Stanley"). This agreement entails the employment of Morgan Stanley to provide comprehensive management and investment advisory services for the Client's assets and investments. Under this agreement, Morgan Stanley assumes the responsibility of managing and investing the Client's assets in accordance with the Client's investment objectives, risk tolerance, and financial goals. The agreement typically covers various investment options, including stocks, bonds, real estate, mutual funds, and other securities, depending on the Client's preferences and risk appetite. Key components of the Pennsylvania Investment Management Agreement with Morgan Stanley may include: 1. Scope of Services: This section outlines the range of services that Morgan Stanley will provide, which may include investment strategy development, asset allocation, portfolio management, performance monitoring, and periodic reporting to the Client. 2. Investment Goals and Objectives: The agreement defines the specific investment goals, time horizon, and risk tolerance of the Client. These goals may vary based on factors such as wealth preservation, growth, income generation, or a combination thereof. 3. Fees and Compensation: This section details the compensation structure to be paid by the Client to Morgan Stanley for their services. Fees may include a percentage of assets under management, performance-based fees, or other agreed-upon arrangements. 4. Termination and Amendment: The agreement outlines the terms and conditions under which either party can terminate the engagement, as well as provisions for making amendments to the agreement if necessary. It's important to note that specific variations of the Pennsylvania Investment Management Agreement may exist based on the unique needs and circumstances of the Client. Some additional types of agreements involving Morgan Stanley Dean Witter Advisors, Inc. could include: 1. Individual Retirement Account (IRA) Investment Management Agreement: This agreement is specifically tailored for managing retirement accounts such as Traditional IRAs, Roth IRAs, or SEP IRAs, ensuring compliance with relevant tax laws and regulations. 2. Trust Investment Management Agreement: This document applies when a trust is involved. It outlines the fiduciary responsibilities of Morgan Stanley in managing trust assets and may have specific provisions related to beneficiary distributions, tax planning, and preservation of the trust principal. 3. Corporate Investment Management Agreement: Designed for corporate clients, this agreement addresses the unique investment needs of businesses and may include provisions related to cash management, corporate retirement plans, and capital preservation. In summary, the Pennsylvania Investment Management Agreement encompasses the employment of Morgan Stanley Dean Witter Advisors, Inc. to provide comprehensive management and investment advisory services tailored to the requirements of the Client. These agreements can be customized to accommodate different types of investment accounts, such as retirement accounts, trusts, and corporate assets.

The Pennsylvania Investment Management Agreement is a legal document that outlines the terms and conditions between an individual or entity (hereinafter referred to as the "Client") and Morgan Stanley Dean Witter Advisors, Inc. (hereinafter referred to as "Morgan Stanley"). This agreement entails the employment of Morgan Stanley to provide comprehensive management and investment advisory services for the Client's assets and investments. Under this agreement, Morgan Stanley assumes the responsibility of managing and investing the Client's assets in accordance with the Client's investment objectives, risk tolerance, and financial goals. The agreement typically covers various investment options, including stocks, bonds, real estate, mutual funds, and other securities, depending on the Client's preferences and risk appetite. Key components of the Pennsylvania Investment Management Agreement with Morgan Stanley may include: 1. Scope of Services: This section outlines the range of services that Morgan Stanley will provide, which may include investment strategy development, asset allocation, portfolio management, performance monitoring, and periodic reporting to the Client. 2. Investment Goals and Objectives: The agreement defines the specific investment goals, time horizon, and risk tolerance of the Client. These goals may vary based on factors such as wealth preservation, growth, income generation, or a combination thereof. 3. Fees and Compensation: This section details the compensation structure to be paid by the Client to Morgan Stanley for their services. Fees may include a percentage of assets under management, performance-based fees, or other agreed-upon arrangements. 4. Termination and Amendment: The agreement outlines the terms and conditions under which either party can terminate the engagement, as well as provisions for making amendments to the agreement if necessary. It's important to note that specific variations of the Pennsylvania Investment Management Agreement may exist based on the unique needs and circumstances of the Client. Some additional types of agreements involving Morgan Stanley Dean Witter Advisors, Inc. could include: 1. Individual Retirement Account (IRA) Investment Management Agreement: This agreement is specifically tailored for managing retirement accounts such as Traditional IRAs, Roth IRAs, or SEP IRAs, ensuring compliance with relevant tax laws and regulations. 2. Trust Investment Management Agreement: This document applies when a trust is involved. It outlines the fiduciary responsibilities of Morgan Stanley in managing trust assets and may have specific provisions related to beneficiary distributions, tax planning, and preservation of the trust principal. 3. Corporate Investment Management Agreement: Designed for corporate clients, this agreement addresses the unique investment needs of businesses and may include provisions related to cash management, corporate retirement plans, and capital preservation. In summary, the Pennsylvania Investment Management Agreement encompasses the employment of Morgan Stanley Dean Witter Advisors, Inc. to provide comprehensive management and investment advisory services tailored to the requirements of the Client. These agreements can be customized to accommodate different types of investment accounts, such as retirement accounts, trusts, and corporate assets.