Utah Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9076
• Format: Word; Rich Text

Description

Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages The Utah Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York sets out the terms and conditions of the investment advisory services provided by The Bank of New York to the BNY Hamilton Large Growth CRT Fund in Utah. This agreement is designed to ensure a clear understanding between the parties involved, outlining the roles, responsibilities, and obligations of each party. The agreement covers various crucial aspects, such as the scope of the advisory services, the investment objectives, and strategies. Additionally, it defines the responsibilities of The Bank of New York, which include providing investment advice, monitoring the fund's performance, and implementing investment decisions in line with the fund's objectives. Furthermore, the agreement outlines the compensation structure, including the fees payable to The Bank of New York for their advisory services. It may cover the calculation of the fees, performance-based incentives, as well as any additional expenses that might be incurred during the course of managing the fund. To ensure transparency and compliance, the agreement addresses the disclosure and confidentiality requirements. It outlines the disclosure obligations of The Bank of New York pertaining to any conflicts of interest, potential risks, or material information related to the investment advisory services provided. Additionally, it emphasizes the need for maintaining the confidentiality of the fund's sensitive information. In the event of amendments or termination of the agreement, it sets forth the procedures and conditions under which such changes can be made. This ensures that any modifications are agreed upon in a formal and legally compliant manner. It's worth mentioning that there might be different types or variations of the Utah Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York based on specific circumstances or additional services provided. For instance: 1. Utah Investment Advisory Agreement with Performance-Based Fee Structure: This type of agreement may include a fee structure that is tied to the investment performance of the fund, providing additional incentives for The Bank of New York to achieve superior returns. 2. Utah Investment Advisory Agreement with Additional Services: In some cases, The Bank of New York may offer additional services beyond investment advisory, such as risk management, compliance monitoring, or reporting, which would be covered in a variant of the standard agreement. 3. Utah Investment Advisory Agreement for a Specific Investment Strategy: If the BNY Hamilton Large Growth CRT Fund follows a specific investment strategy, such as socially responsible investing or sector-specific investment, there may be a tailored agreement focusing on the unique requirements of that strategy. Overall, the Utah Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York serves as a legally binding document that establishes the relationship, expectations, and obligations between the parties involved, ensuring a well-structured and transparent investment advisory partnership.

The Utah Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York sets out the terms and conditions of the investment advisory services provided by The Bank of New York to the BNY Hamilton Large Growth CRT Fund in Utah. This agreement is designed to ensure a clear understanding between the parties involved, outlining the roles, responsibilities, and obligations of each party. The agreement covers various crucial aspects, such as the scope of the advisory services, the investment objectives, and strategies. Additionally, it defines the responsibilities of The Bank of New York, which include providing investment advice, monitoring the fund's performance, and implementing investment decisions in line with the fund's objectives. Furthermore, the agreement outlines the compensation structure, including the fees payable to The Bank of New York for their advisory services. It may cover the calculation of the fees, performance-based incentives, as well as any additional expenses that might be incurred during the course of managing the fund. To ensure transparency and compliance, the agreement addresses the disclosure and confidentiality requirements. It outlines the disclosure obligations of The Bank of New York pertaining to any conflicts of interest, potential risks, or material information related to the investment advisory services provided. Additionally, it emphasizes the need for maintaining the confidentiality of the fund's sensitive information. In the event of amendments or termination of the agreement, it sets forth the procedures and conditions under which such changes can be made. This ensures that any modifications are agreed upon in a formal and legally compliant manner. It's worth mentioning that there might be different types or variations of the Utah Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York based on specific circumstances or additional services provided. For instance: 1. Utah Investment Advisory Agreement with Performance-Based Fee Structure: This type of agreement may include a fee structure that is tied to the investment performance of the fund, providing additional incentives for The Bank of New York to achieve superior returns. 2. Utah Investment Advisory Agreement with Additional Services: In some cases, The Bank of New York may offer additional services beyond investment advisory, such as risk management, compliance monitoring, or reporting, which would be covered in a variant of the standard agreement. 3. Utah Investment Advisory Agreement for a Specific Investment Strategy: If the BNY Hamilton Large Growth CRT Fund follows a specific investment strategy, such as socially responsible investing or sector-specific investment, there may be a tailored agreement focusing on the unique requirements of that strategy. Overall, the Utah Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York serves as a legally binding document that establishes the relationship, expectations, and obligations between the parties involved, ensuring a well-structured and transparent investment advisory partnership.