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Wisconsin Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York

State:
Multi-State
Control #:
US-EG-9077
Format:
Word; 
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Description

Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages The Wisconsin Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund based in Wisconsin. This agreement specifies the roles and responsibilities of both parties involved in managing the fund's investment activities. Keywords: Wisconsin, Investment Advisory Agreement, Hamilton Small Cap Growth CRT Fund, The Bank of New York, investment advisory services, legally binding contract, terms and conditions, roles and responsibilities, fund management, investment activities. This agreement is designed to ensure a transparent and mutually beneficial relationship between Hamilton Small Cap Growth CRT Fund and The Bank of New York. It establishes guidelines for the investment strategies, financial goals, and risk management procedures involved in the management of the Fund's assets. The agreement outlines the duties and obligations of The Bank of New York, which typically include providing investment advice, conducting market research, monitoring portfolio performance, and making investment decisions on behalf of the Fund. The Bank of New York is expected to act in the best interest of the Fund and exercise due diligence in asset selection and allocation. On the other hand, Hamilton Small Cap Growth CRT Fund agrees to provide The Bank of New York with detailed information about its investment objectives, risk tolerance, and any specific guidelines or restrictions it wants to impose on the investment activities. The Fund also agrees to promptly provide all necessary documentation and comply with relevant regulatory requirements. Additionally, this agreement may include details about the compensation structure, fee arrangements, and duration of the relationship between Hamilton Small Cap Growth CRT Fund and The Bank of New York. It may also cover issues related to termination, amendment, or assignment of the agreement. Types of Wisconsin Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York may include: 1. Standard Investment Advisory Agreement: This is the general agreement that outlines the basic terms and conditions of the investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund. 2. Customized Investment Advisory Agreement: This type of agreement may be tailored to the specific needs and preferences of Hamilton Small Cap Growth CRT Fund. It may include additional terms, provisions, or limitations based on the Fund's investment strategies or risk management preferences. 3. Fixed-term Investment Advisory Agreement: This agreement may have a predefined duration, specifying a start and end date for the provision of advisory services. It may be suitable for specific projects or investment initiatives. 4. Renewal/Extension Investment Advisory Agreement: This agreement outlines the terms and conditions for extending or renewing the existing advisory relationship between Hamilton Small Cap Growth CRT Fund and The Bank of New York. In conclusion, the Wisconsin Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a contract that governs their relationship and sets forth the terms under which advisory services are provided. The agreement ensures transparency, collaboration, and adherence to regulations, ultimately aiming to achieve the Fund's financial objectives.

The Wisconsin Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund based in Wisconsin. This agreement specifies the roles and responsibilities of both parties involved in managing the fund's investment activities. Keywords: Wisconsin, Investment Advisory Agreement, Hamilton Small Cap Growth CRT Fund, The Bank of New York, investment advisory services, legally binding contract, terms and conditions, roles and responsibilities, fund management, investment activities. This agreement is designed to ensure a transparent and mutually beneficial relationship between Hamilton Small Cap Growth CRT Fund and The Bank of New York. It establishes guidelines for the investment strategies, financial goals, and risk management procedures involved in the management of the Fund's assets. The agreement outlines the duties and obligations of The Bank of New York, which typically include providing investment advice, conducting market research, monitoring portfolio performance, and making investment decisions on behalf of the Fund. The Bank of New York is expected to act in the best interest of the Fund and exercise due diligence in asset selection and allocation. On the other hand, Hamilton Small Cap Growth CRT Fund agrees to provide The Bank of New York with detailed information about its investment objectives, risk tolerance, and any specific guidelines or restrictions it wants to impose on the investment activities. The Fund also agrees to promptly provide all necessary documentation and comply with relevant regulatory requirements. Additionally, this agreement may include details about the compensation structure, fee arrangements, and duration of the relationship between Hamilton Small Cap Growth CRT Fund and The Bank of New York. It may also cover issues related to termination, amendment, or assignment of the agreement. Types of Wisconsin Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York may include: 1. Standard Investment Advisory Agreement: This is the general agreement that outlines the basic terms and conditions of the investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund. 2. Customized Investment Advisory Agreement: This type of agreement may be tailored to the specific needs and preferences of Hamilton Small Cap Growth CRT Fund. It may include additional terms, provisions, or limitations based on the Fund's investment strategies or risk management preferences. 3. Fixed-term Investment Advisory Agreement: This agreement may have a predefined duration, specifying a start and end date for the provision of advisory services. It may be suitable for specific projects or investment initiatives. 4. Renewal/Extension Investment Advisory Agreement: This agreement outlines the terms and conditions for extending or renewing the existing advisory relationship between Hamilton Small Cap Growth CRT Fund and The Bank of New York. In conclusion, the Wisconsin Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a contract that governs their relationship and sets forth the terms under which advisory services are provided. The agreement ensures transparency, collaboration, and adherence to regulations, ultimately aiming to achieve the Fund's financial objectives.

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Wisconsin Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York