South Dakota Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-644
• Format: Word; Rich Text

Description

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 South Dakota Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract that outlines the terms and conditions between Berger and Berman Management, Inc., a reputable investment management firm, and its clients in South Dakota. This agreement sets the parameters for the sub-advisory services provided by Berger and Berman Management, Inc., as well as the responsibilities and obligations of both parties involved in the agreement. Berger and Berman Management, Inc. offers various types of South Dakota Sub-Advisory Agreements, tailored to meet the unique needs and preferences of different clients. These agreements may include: 1. Investment Management Agreement: This type of sub-advisory agreement focuses on the management of investment portfolios for individuals, families, or institutions in South Dakota. It outlines the investment objectives, risk parameters, and guidelines that Berger and Berman Management, Inc. follows while managing the client's assets. 2. Mutual Fund Sub-Advisory Agreement: Berger and Berman Management, Inc. may enter into sub-advisory agreements with mutual funds based in South Dakota. These agreements define the roles and responsibilities of Berger and Berman Management, Inc. as the sub-advisor in managing the fund's assets and implementing the investment strategies outlined by the fund's management. 3. Retirement Plan Sub-Advisory Agreement: Berger and Berman Management, Inc. may also provide sub-advisory services for South Dakota-based retirement plans, including 401(k) plans, pension funds, or employee benefit plans. This agreement outlines the duties, compensation, and reporting requirements for the sub-advisor, ensuring compliance with applicable laws and regulations. 4. Endowment or Foundation Sub-Advisory Agreement: Berger and Berman Management, Inc. may enter into sub-advisory agreements with charitable organizations, endowments, or foundations based in South Dakota. This agreement specifies the investment objectives, spending policies, and reporting requirements for the assets managed by Berger and Berman Management, Inc. in support of the organization's financial goals. In all types of South Dakota Sub-Advisory Agreements, key terms and provisions typically covered include investment guidelines, fee structure, termination clauses, confidentiality, dispute resolution mechanisms, and any additional obligations specific to the nature of the agreement. Overall, the South Dakota Sub-Advisory Agreement of Berger and Berman Management, Inc. provides a comprehensive framework for the relationship between the investment management firm and its clients in South Dakota, ensuring transparency, accountability, and alignment of interests.

The South Dakota Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract that outlines the terms and conditions between Berger and Berman Management, Inc., a reputable investment management firm, and its clients in South Dakota. This agreement sets the parameters for the sub-advisory services provided by Berger and Berman Management, Inc., as well as the responsibilities and obligations of both parties involved in the agreement. Berger and Berman Management, Inc. offers various types of South Dakota Sub-Advisory Agreements, tailored to meet the unique needs and preferences of different clients. These agreements may include: 1. Investment Management Agreement: This type of sub-advisory agreement focuses on the management of investment portfolios for individuals, families, or institutions in South Dakota. It outlines the investment objectives, risk parameters, and guidelines that Berger and Berman Management, Inc. follows while managing the client's assets. 2. Mutual Fund Sub-Advisory Agreement: Berger and Berman Management, Inc. may enter into sub-advisory agreements with mutual funds based in South Dakota. These agreements define the roles and responsibilities of Berger and Berman Management, Inc. as the sub-advisor in managing the fund's assets and implementing the investment strategies outlined by the fund's management. 3. Retirement Plan Sub-Advisory Agreement: Berger and Berman Management, Inc. may also provide sub-advisory services for South Dakota-based retirement plans, including 401(k) plans, pension funds, or employee benefit plans. This agreement outlines the duties, compensation, and reporting requirements for the sub-advisor, ensuring compliance with applicable laws and regulations. 4. Endowment or Foundation Sub-Advisory Agreement: Berger and Berman Management, Inc. may enter into sub-advisory agreements with charitable organizations, endowments, or foundations based in South Dakota. This agreement specifies the investment objectives, spending policies, and reporting requirements for the assets managed by Berger and Berman Management, Inc. in support of the organization's financial goals. In all types of South Dakota Sub-Advisory Agreements, key terms and provisions typically covered include investment guidelines, fee structure, termination clauses, confidentiality, dispute resolution mechanisms, and any additional obligations specific to the nature of the agreement. Overall, the South Dakota Sub-Advisory Agreement of Berger and Berman Management, Inc. provides a comprehensive framework for the relationship between the investment management firm and its clients in South Dakota, ensuring transparency, accountability, and alignment of interests.