Virgin Islands 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 Virgin Islands Sub-Advisory Agreement of Berger and Berman Management, Inc. is a crucial document that outlines the terms, conditions, and obligations between Berger and Berman Management, Inc. (the "Advisor") and their sub-advisory services in the Virgin Islands. This agreement serves as a legal contract specifying the scope of work, duties, and responsibilities of both parties involved. Berger and Berman Management, Inc., a renowned financial investment management firm, offers various types of sub-advisory agreements in the Virgin Islands. These agreements may include the following: 1. Investment Sub-Advisory Agreement: This type of agreement focuses on the sub-advisor's role in managing specific investment portfolios or assets on behalf of the advisor. It outlines the investment objectives, guidelines, and strategies that the sub-advisor should adhere to while handling the assigned assets. 2. Mutual Fund Sub-Advisory Agreement: In the case of mutual funds, this agreement entails the sub-advisor's responsibilities in managing a particular fund or funds under the supervision of the advisor. It defines the investment philosophy, operational procedures, and performance benchmarks that the sub-advisor must meet. 3. Compliance Sub-Advisory Agreement: Compliance is of utmost importance in the financial industry. This agreement specifies the sub-advisor's role in ensuring regulatory compliance, risk management, and adherence to applicable laws in the Virgin Islands. It may cover areas such as anti-money laundering, market conduct, and client protection. 4. Reporting and Communication Sub-Advisory Agreement: This type of agreement focuses on the sub-advisor's duties related to reporting, performance analysis, and communication with the advisor. It outlines the frequency and format of reporting, key performance indicators, and data sharing requirements. It's important to note that the specific terms and provisions within these sub-advisory agreements may vary based on the nature of the business relationship, investment strategies, and regulatory requirements of the Virgin Islands. Advisors and sub-advisors engage in extensive negotiations to tailor these agreements to their unique circumstances. Overall, the Virgin Islands Sub-Advisory Agreement provided by Berger and Berman Management, Inc. ensures a clear understanding of the roles, responsibilities, and expectations between the advisor and the sub-advisor, facilitating a successful and compliant investment partnership in the Virgin Islands.

The Virgin Islands Sub-Advisory Agreement of Berger and Berman Management, Inc. is a crucial document that outlines the terms, conditions, and obligations between Berger and Berman Management, Inc. (the "Advisor") and their sub-advisory services in the Virgin Islands. This agreement serves as a legal contract specifying the scope of work, duties, and responsibilities of both parties involved. Berger and Berman Management, Inc., a renowned financial investment management firm, offers various types of sub-advisory agreements in the Virgin Islands. These agreements may include the following: 1. Investment Sub-Advisory Agreement: This type of agreement focuses on the sub-advisor's role in managing specific investment portfolios or assets on behalf of the advisor. It outlines the investment objectives, guidelines, and strategies that the sub-advisor should adhere to while handling the assigned assets. 2. Mutual Fund Sub-Advisory Agreement: In the case of mutual funds, this agreement entails the sub-advisor's responsibilities in managing a particular fund or funds under the supervision of the advisor. It defines the investment philosophy, operational procedures, and performance benchmarks that the sub-advisor must meet. 3. Compliance Sub-Advisory Agreement: Compliance is of utmost importance in the financial industry. This agreement specifies the sub-advisor's role in ensuring regulatory compliance, risk management, and adherence to applicable laws in the Virgin Islands. It may cover areas such as anti-money laundering, market conduct, and client protection. 4. Reporting and Communication Sub-Advisory Agreement: This type of agreement focuses on the sub-advisor's duties related to reporting, performance analysis, and communication with the advisor. It outlines the frequency and format of reporting, key performance indicators, and data sharing requirements. It's important to note that the specific terms and provisions within these sub-advisory agreements may vary based on the nature of the business relationship, investment strategies, and regulatory requirements of the Virgin Islands. Advisors and sub-advisors engage in extensive negotiations to tailor these agreements to their unique circumstances. Overall, the Virgin Islands Sub-Advisory Agreement provided by Berger and Berman Management, Inc. ensures a clear understanding of the roles, responsibilities, and expectations between the advisor and the sub-advisor, facilitating a successful and compliant investment partnership in the Virgin Islands.