Montgomery Maryland Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc

State:
Multi-State
County:
Montgomery
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 Montgomery Maryland Administration Agreement is a legally binding contract that outlines the terms and conditions agreed upon between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. This agreement serves as a definitive document for the administration and management of various aspects related to funds, assets, and investments. This agreement plays a crucial role in ensuring the smooth and efficient functioning of the trust and investment management operations carried out by both Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. It establishes a mutually beneficial relationship between the two entities, fostering transparency, accountability, and confidence in their collaborative efforts. The content of the Montgomery Maryland Administration Agreement encompasses a wide range of essential areas, including but not limited to: 1. Roles and Responsibilities: This section explicitly defines the roles and responsibilities of each party involved, outlining the duties and commitments they need to fulfill. It sheds light on the specific tasks of Berger and Berman Advisers Management Trust as the administering party and Berger and Berman Management Inc as the managing party. 2. Investment Management: This section details the guidelines and constraints concerning investment strategies, risk management, asset allocation, and other crucial factors related to the portfolio management process. It sets the parameters within which the managing party must operate to achieve the goals and objectives defined by the administering party. 3. Reporting and Communication: The agreement determines the frequency, format, and content of the reports that the managing party must provide to the administering party. This section also outlines the protocols for communication between the parties and the promptness required in addressing any concerns, queries, or inquiries. 4. Fees and Compensation: The agreement includes provisions related to the fees and compensation structure for the services rendered. It specifies the basis for calculating fees, any additional charges, and the terms of payment. 5. Termination and Amendments: This section outlines the circumstances under which the agreement can be terminated by either party and the procedures involved. It also includes provisions for making amendments to the agreement, ensuring that both parties can adapt to changing circumstances while protecting their interests. It should be noted that there could be variations or different types of Montgomery Maryland Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, which may align with specific investment or trust arrangements. These variations can include agreements with specific durations, customized provisions, or tailored parameters based on the unique needs of the parties involved.

The Montgomery Maryland Administration Agreement is a legally binding contract that outlines the terms and conditions agreed upon between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. This agreement serves as a definitive document for the administration and management of various aspects related to funds, assets, and investments. This agreement plays a crucial role in ensuring the smooth and efficient functioning of the trust and investment management operations carried out by both Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. It establishes a mutually beneficial relationship between the two entities, fostering transparency, accountability, and confidence in their collaborative efforts. The content of the Montgomery Maryland Administration Agreement encompasses a wide range of essential areas, including but not limited to: 1. Roles and Responsibilities: This section explicitly defines the roles and responsibilities of each party involved, outlining the duties and commitments they need to fulfill. It sheds light on the specific tasks of Berger and Berman Advisers Management Trust as the administering party and Berger and Berman Management Inc as the managing party. 2. Investment Management: This section details the guidelines and constraints concerning investment strategies, risk management, asset allocation, and other crucial factors related to the portfolio management process. It sets the parameters within which the managing party must operate to achieve the goals and objectives defined by the administering party. 3. Reporting and Communication: The agreement determines the frequency, format, and content of the reports that the managing party must provide to the administering party. This section also outlines the protocols for communication between the parties and the promptness required in addressing any concerns, queries, or inquiries. 4. Fees and Compensation: The agreement includes provisions related to the fees and compensation structure for the services rendered. It specifies the basis for calculating fees, any additional charges, and the terms of payment. 5. Termination and Amendments: This section outlines the circumstances under which the agreement can be terminated by either party and the procedures involved. It also includes provisions for making amendments to the agreement, ensuring that both parties can adapt to changing circumstances while protecting their interests. It should be noted that there could be variations or different types of Montgomery Maryland Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, which may align with specific investment or trust arrangements. These variations can include agreements with specific durations, customized provisions, or tailored parameters based on the unique needs of the parties involved.

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Montgomery Maryland Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc