Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages
Title: South Carolina Investment Advisory Agreement: BNY Hamilton Large Growth CRT Fund and The Bank of New York Keywords: South Carolina, investment advisory agreement, BNY Hamilton Large Growth CRT Fund, The Bank of New York Description: The South Carolina Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a contractual agreement that outlines the terms and conditions for investment advisory services provided by The Bank of New York to the BNY Hamilton Large Growth CRT Fund, in the state of South Carolina. This agreement facilitates a mutually beneficial partnership between the fund and the advisory firm, ensuring clarity and a framework for their relationship. Key Components of the South Carolina Investment Advisory Agreement: 1. Parties Involved: The agreement specifically states the involved parties — BNY Hamilton Large Growth CRT Fund and The Bank of New York. 2. Objective and Scope: The agreement defines the objectives and goals of the BNY Hamilton Large Growth CRT Fund that the advisory services will support. It also outlines the scope of services to be provided by The Bank of New York, such as portfolio management, investment advice, risk assessment, and reporting. 3. Compensation and Fees: The agreement details the compensation structure, including management fees, performance-based fees, and any additional charges levied by The Bank of New York. It also specifies the frequency and method of payment. 4. Term and Termination: The agreement specifies the initial term of the engagement, typically renewable, and outlines the conditions under which either party can terminate the agreement. It may include provisions for notice periods and potential penalties. 5. Duties and Responsibilities: The agreement outlines the duties and responsibilities of both parties. The Bank of New York is expected to act in a fiduciary capacity, serving the best interests of the BNY Hamilton Large Growth CRT Fund. The fund, on the other hand, may be required to provide necessary information and comply with applicable laws and regulations. Types of South Carolina Investment Advisory Agreements: 1. Standard Investment Advisory Agreement: This type of agreement covers the standard investment advisory services provided by The Bank of New York to BNY Hamilton Large Growth CRT fund in South Carolina. It typically includes portfolio management, asset allocation, and regular reporting. 2. Specialized Investment Advisory Agreement: This type of agreement is tailored to specific requirements or circumstances, such as unique investment strategies or specific compliance needs. It may involve additional services, customized reporting, or complex investment products. In conclusion, the South Carolina Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a legally binding document that ensures a transparent and well-defined relationship between the two parties, promoting effective investment management and regulatory compliance.
Title: South Carolina Investment Advisory Agreement: BNY Hamilton Large Growth CRT Fund and The Bank of New York Keywords: South Carolina, investment advisory agreement, BNY Hamilton Large Growth CRT Fund, The Bank of New York Description: The South Carolina Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a contractual agreement that outlines the terms and conditions for investment advisory services provided by The Bank of New York to the BNY Hamilton Large Growth CRT Fund, in the state of South Carolina. This agreement facilitates a mutually beneficial partnership between the fund and the advisory firm, ensuring clarity and a framework for their relationship. Key Components of the South Carolina Investment Advisory Agreement: 1. Parties Involved: The agreement specifically states the involved parties — BNY Hamilton Large Growth CRT Fund and The Bank of New York. 2. Objective and Scope: The agreement defines the objectives and goals of the BNY Hamilton Large Growth CRT Fund that the advisory services will support. It also outlines the scope of services to be provided by The Bank of New York, such as portfolio management, investment advice, risk assessment, and reporting. 3. Compensation and Fees: The agreement details the compensation structure, including management fees, performance-based fees, and any additional charges levied by The Bank of New York. It also specifies the frequency and method of payment. 4. Term and Termination: The agreement specifies the initial term of the engagement, typically renewable, and outlines the conditions under which either party can terminate the agreement. It may include provisions for notice periods and potential penalties. 5. Duties and Responsibilities: The agreement outlines the duties and responsibilities of both parties. The Bank of New York is expected to act in a fiduciary capacity, serving the best interests of the BNY Hamilton Large Growth CRT Fund. The fund, on the other hand, may be required to provide necessary information and comply with applicable laws and regulations. Types of South Carolina Investment Advisory Agreements: 1. Standard Investment Advisory Agreement: This type of agreement covers the standard investment advisory services provided by The Bank of New York to BNY Hamilton Large Growth CRT fund in South Carolina. It typically includes portfolio management, asset allocation, and regular reporting. 2. Specialized Investment Advisory Agreement: This type of agreement is tailored to specific requirements or circumstances, such as unique investment strategies or specific compliance needs. It may involve additional services, customized reporting, or complex investment products. In conclusion, the South Carolina Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a legally binding document that ensures a transparent and well-defined relationship between the two parties, promoting effective investment management and regulatory compliance.