Maricopa Arizona Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc

State:
Multi-State
County:
Maricopa
Control #:
US-CC-7-636
Format:
Word; 
Rich Text
Instant download

Description

This sample form, a detailed Administration 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 Maricopa Arizona Administration Agreement is a legal document that outlines the terms and conditions of the administrative services provided by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc in Maricopa, Arizona. This agreement governs the relationship between these entities and sets forth the rights and responsibilities of each party involved. The agreement covers various aspects of the administrative services, including but not limited to: 1. Services Provided: The agreement describes in detail the specific services that Berger and Berman Advisers Management Trust and Berger and Berman Management Inc will provide to the client. These services may include investment management, financial planning, asset allocation, portfolio analysis, risk assessment, tax planning, and estate planning. 2. Duration: The agreement specifies the duration for which the administrative services will be provided. It outlines the start and end dates, as well as any provisions for renewal or termination. 3. Compensation: The agreement discusses the payment terms and compensation structure for the administrative services rendered. It may outline a fixed fee, a percentage of assets under management, or a combination of both. 4. Responsibilities: The agreement clearly outlines the responsibilities of both parties. It defines the obligations and expectations of Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, such as providing accurate and timely reports, maintaining confidentiality, acting in the best interest of the client, and complying with applicable laws and regulations. 5. Confidentiality: The agreement contains provisions to ensure the confidentiality and protection of the client's sensitive information. It may include non-disclosure clauses, data security measures, and restrictions on sharing information with third parties. 6. Dispute Resolution: In case of any disputes or disagreements, the agreement may specify the process for resolving these issues. It may include requirements for mediation, arbitration, or escalation to a court of law. 7. Governing Law: The agreement states the governing law under which any disputes will be resolved. It also mentions the jurisdiction where legal proceedings will take place if necessary. Different types of Maricopa Arizona Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may include variations specific to the type of administrative services being provided. For example, there may be separate agreements for investment management services, financial planning services, or estate planning services. Each agreement would have its own set of terms and conditions tailored to the specific nature of the services involved.

The Maricopa Arizona Administration Agreement is a legal document that outlines the terms and conditions of the administrative services provided by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc in Maricopa, Arizona. This agreement governs the relationship between these entities and sets forth the rights and responsibilities of each party involved. The agreement covers various aspects of the administrative services, including but not limited to: 1. Services Provided: The agreement describes in detail the specific services that Berger and Berman Advisers Management Trust and Berger and Berman Management Inc will provide to the client. These services may include investment management, financial planning, asset allocation, portfolio analysis, risk assessment, tax planning, and estate planning. 2. Duration: The agreement specifies the duration for which the administrative services will be provided. It outlines the start and end dates, as well as any provisions for renewal or termination. 3. Compensation: The agreement discusses the payment terms and compensation structure for the administrative services rendered. It may outline a fixed fee, a percentage of assets under management, or a combination of both. 4. Responsibilities: The agreement clearly outlines the responsibilities of both parties. It defines the obligations and expectations of Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, such as providing accurate and timely reports, maintaining confidentiality, acting in the best interest of the client, and complying with applicable laws and regulations. 5. Confidentiality: The agreement contains provisions to ensure the confidentiality and protection of the client's sensitive information. It may include non-disclosure clauses, data security measures, and restrictions on sharing information with third parties. 6. Dispute Resolution: In case of any disputes or disagreements, the agreement may specify the process for resolving these issues. It may include requirements for mediation, arbitration, or escalation to a court of law. 7. Governing Law: The agreement states the governing law under which any disputes will be resolved. It also mentions the jurisdiction where legal proceedings will take place if necessary. Different types of Maricopa Arizona Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may include variations specific to the type of administrative services being provided. For example, there may be separate agreements for investment management services, financial planning services, or estate planning services. Each agreement would have its own set of terms and conditions tailored to the specific nature of the services involved.

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Maricopa Arizona Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc