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.
West Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. The West Virginia Sub-Advisory Agreement refers to a legal contract between Berger and Berman Management, Inc. and a certain party in the state of West Virginia. This agreement outlines the terms and conditions under which Berger and Berman Management, Inc. acts as a sub-advisor for investment-related activities in West Virginia. Berger and Berman Management, Inc. is a recognized investment management firm that offers sub-advisory services to clients in various states, including West Virginia. Through this agreement, Berger and Berman Management, Inc. provides investment advice, portfolio management, and other related financial services to clients based in West Virginia, under the supervision and regulations of the West Virginia securities authorities. The West Virginia Sub-Advisory Agreement serves as a comprehensive document that establishes the specific obligations, responsibilities, and rights of both Berger and Berman Management, Inc. and the clients they serve in West Virginia. This agreement typically covers important aspects such as the scope of the advisory services, fee structures, investment strategies, reporting requirements, termination procedures, and confidentiality. It ensures that both parties are aware of their obligations and that the clients' interests are protected. Different types of West Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. may exist depending on the specific needs and circumstances of the parties involved. These variations may pertain to the duration of the agreement, the size or type of investment portfolios being managed, the nature of investment strategies being employed, or any additional terms that are mutually agreed upon by Berger and Berman Management, Inc. and their West Virginia clients. In summary, the West Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. represents a legal arrangement that allows the firm to act as a sub-advisor, providing investment advisory services to clients in West Virginia while adhering to the state's regulations and guidelines. Potential variations in this agreement may further tailor the terms and conditions to suit the specific needs of the clients and the characteristics of their investment portfolios.
West Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. The West Virginia Sub-Advisory Agreement refers to a legal contract between Berger and Berman Management, Inc. and a certain party in the state of West Virginia. This agreement outlines the terms and conditions under which Berger and Berman Management, Inc. acts as a sub-advisor for investment-related activities in West Virginia. Berger and Berman Management, Inc. is a recognized investment management firm that offers sub-advisory services to clients in various states, including West Virginia. Through this agreement, Berger and Berman Management, Inc. provides investment advice, portfolio management, and other related financial services to clients based in West Virginia, under the supervision and regulations of the West Virginia securities authorities. The West Virginia Sub-Advisory Agreement serves as a comprehensive document that establishes the specific obligations, responsibilities, and rights of both Berger and Berman Management, Inc. and the clients they serve in West Virginia. This agreement typically covers important aspects such as the scope of the advisory services, fee structures, investment strategies, reporting requirements, termination procedures, and confidentiality. It ensures that both parties are aware of their obligations and that the clients' interests are protected. Different types of West Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. may exist depending on the specific needs and circumstances of the parties involved. These variations may pertain to the duration of the agreement, the size or type of investment portfolios being managed, the nature of investment strategies being employed, or any additional terms that are mutually agreed upon by Berger and Berman Management, Inc. and their West Virginia clients. In summary, the West Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. represents a legal arrangement that allows the firm to act as a sub-advisor, providing investment advisory services to clients in West Virginia while adhering to the state's regulations and guidelines. Potential variations in this agreement may further tailor the terms and conditions to suit the specific needs of the clients and the characteristics of their investment portfolios.