• US Legal Forms

Washington Management Agreement between Prudential Tax-Managed Growth Fund and Prudential Investments Fund Management, LLC

State:
Multi-State
Control #:
US-EG-9371
Format:
Word; 
Rich Text
Instant download

Description

Management Agreement between Prudential Tax-Managed Growth Fund and Prudential Investments Fund Management, LLC regarding provision of investment advisory and administrative services dated 00/00. 8 pages. The Washington Management Agreement refers to the contractual agreement between Prudential Tax-Managed Growth Fund (PT MGF) and Prudential Investments Fund Management, LLC (IFM) in the state of Washington. This agreement outlines the terms and conditions under which IFM will manage the investment portfolio of PT MGF, ensuring compliance with the regulations and guidelines set by Washington authorities. Key elements of the Washington Management Agreement include: 1. Scope of Services: The agreement defines the specific investment management services to be provided by IFM to PT MGF. This may include portfolio analysis, asset allocation, research, investment selection, and regular performance reporting. 2. Investment Objectives: The agreement outlines the investment objectives and goals of PT MGF, taking into consideration factors such as risk tolerance, time horizon, and desired returns. These objectives may be subject to periodic review and modification. 3. Investment Restrictions: The agreement specifies any investment restrictions imposed by Washington regulations or PT MGF's internal investment policies. These restrictions may include limitations on asset classes, concentration limits, or restrictions on investing in certain industries or regions. 4. Compensation and Fees: The agreement details the compensation structure for IFM, including management fees, performance fees, or any other charges associated with the provision of investment management services. These fees are typically determined based on a percentage of the total assets under management. 5. Termination and Amendment: The agreement outlines the conditions under which either party may terminate the agreement, including breach of contractual obligations or change in regulatory requirements. It also specifies the procedures for amending the agreement, such as obtaining written consent from both parties. It is important to note that while the "Washington Management Agreement" generally refers to the agreement between PT MGF and IFM in Washington, there may not be different types of agreements specifically named as such. However, there can be variations or customizations within the agreement to accommodate the specific needs or regulatory requirements of different funds or jurisdictions. These specific variations would be addressed in individualized versions of the agreement tailored to each fund's circumstances.

The Washington Management Agreement refers to the contractual agreement between Prudential Tax-Managed Growth Fund (PT MGF) and Prudential Investments Fund Management, LLC (IFM) in the state of Washington. This agreement outlines the terms and conditions under which IFM will manage the investment portfolio of PT MGF, ensuring compliance with the regulations and guidelines set by Washington authorities. Key elements of the Washington Management Agreement include: 1. Scope of Services: The agreement defines the specific investment management services to be provided by IFM to PT MGF. This may include portfolio analysis, asset allocation, research, investment selection, and regular performance reporting. 2. Investment Objectives: The agreement outlines the investment objectives and goals of PT MGF, taking into consideration factors such as risk tolerance, time horizon, and desired returns. These objectives may be subject to periodic review and modification. 3. Investment Restrictions: The agreement specifies any investment restrictions imposed by Washington regulations or PT MGF's internal investment policies. These restrictions may include limitations on asset classes, concentration limits, or restrictions on investing in certain industries or regions. 4. Compensation and Fees: The agreement details the compensation structure for IFM, including management fees, performance fees, or any other charges associated with the provision of investment management services. These fees are typically determined based on a percentage of the total assets under management. 5. Termination and Amendment: The agreement outlines the conditions under which either party may terminate the agreement, including breach of contractual obligations or change in regulatory requirements. It also specifies the procedures for amending the agreement, such as obtaining written consent from both parties. It is important to note that while the "Washington Management Agreement" generally refers to the agreement between PT MGF and IFM in Washington, there may not be different types of agreements specifically named as such. However, there can be variations or customizations within the agreement to accommodate the specific needs or regulatory requirements of different funds or jurisdictions. These specific variations would be addressed in individualized versions of the agreement tailored to each fund's circumstances.

Free preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview

How to fill out Washington Management Agreement Between Prudential Tax-Managed Growth Fund And Prudential Investments Fund Management, LLC?

If you want to complete, acquire, or produce legal file layouts, use US Legal Forms, the largest selection of legal varieties, that can be found on-line. Make use of the site`s simple and easy hassle-free look for to discover the documents you need. Various layouts for company and specific reasons are sorted by classes and claims, or key phrases. Use US Legal Forms to discover the Washington Management Agreement between Prudential Tax-Managed Growth Fund and Prudential Investments Fund Management, LLC in just a few mouse clicks.

Should you be presently a US Legal Forms consumer, log in for your profile and then click the Obtain button to have the Washington Management Agreement between Prudential Tax-Managed Growth Fund and Prudential Investments Fund Management, LLC. You can also entry varieties you earlier saved from the My Forms tab of your respective profile.

Should you use US Legal Forms the very first time, follow the instructions listed below:

  • Step 1. Be sure you have chosen the form for that right town/region.
  • Step 2. Utilize the Review option to examine the form`s content material. Do not forget to read the explanation.
  • Step 3. Should you be not happy with the develop, utilize the Search area at the top of the monitor to get other models from the legal develop template.
  • Step 4. When you have located the form you need, select the Purchase now button. Select the rates strategy you like and put your qualifications to register for an profile.
  • Step 5. Process the deal. You can utilize your charge card or PayPal profile to finish the deal.
  • Step 6. Choose the format from the legal develop and acquire it on your own gadget.
  • Step 7. Complete, revise and produce or sign the Washington Management Agreement between Prudential Tax-Managed Growth Fund and Prudential Investments Fund Management, LLC.

Every legal file template you purchase is your own for a long time. You possess acces to each develop you saved inside your acccount. Go through the My Forms segment and choose a develop to produce or acquire again.

Compete and acquire, and produce the Washington Management Agreement between Prudential Tax-Managed Growth Fund and Prudential Investments Fund Management, LLC with US Legal Forms. There are millions of skilled and express-certain varieties you can use for your personal company or specific needs.

Trusted and secure by over 3 million people of the world’s leading companies

Washington Management Agreement between Prudential Tax-Managed Growth Fund and Prudential Investments Fund Management, LLC