Orange California Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc

• Category: Corporations - Public - Restructuring
• State: Multi-State
• County: Orange
• Control #: US-CC-7-636
• Format: Word; Rich Text

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 Orange California Administration Agreement serves as a contractual agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, outlining their respective roles and responsibilities in managing investment portfolios and providing administrative services for clients located in Orange, California. The administration agreement defines the scope of services, covering various aspects such as portfolio management, record-keeping, reporting, compliance, and other administrative tasks. It ensures that both parties understand their obligations and sets forth the terms and conditions under which they will operate. Within the Orange California Administration Agreement, there may be different types of agreements, depending on the specific services required or the targeted client segment. These variations could include: 1. Standard Administration Agreement: This type of agreement establishes a general framework for administration services that cover a wide range of asset classes and investment strategies. It outlines the duties, responsibilities, and compensation arrangements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. 2. Customized Administration Agreement: In some cases, clients may have unique requirements or specialized investment strategies. A customized administration agreement would be tailored to meet these specific needs, incorporating provisions and services that align with the client's objectives. 3. Ancillary Administration Agreement: If additional services complementing the core administration functions are necessary, Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may offer ancillary agreements. These agreements would specify any supplementary services they are providing, such as taxation, legal advice, or risk management. Keywords: Orange California, Administration Agreement, Berger and Berman Advisers Management Trust, Berger and Berman Management Inc, investment portfolios, administrative services, portfolio management, record-keeping, reporting, compliance, contractual agreement, client segment, standard administration agreement, customized administration agreement, ancillary administration agreement.

The Orange California Administration Agreement serves as a contractual agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, outlining their respective roles and responsibilities in managing investment portfolios and providing administrative services for clients located in Orange, California. The administration agreement defines the scope of services, covering various aspects such as portfolio management, record-keeping, reporting, compliance, and other administrative tasks. It ensures that both parties understand their obligations and sets forth the terms and conditions under which they will operate. Within the Orange California Administration Agreement, there may be different types of agreements, depending on the specific services required or the targeted client segment. These variations could include: 1. Standard Administration Agreement: This type of agreement establishes a general framework for administration services that cover a wide range of asset classes and investment strategies. It outlines the duties, responsibilities, and compensation arrangements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. 2. Customized Administration Agreement: In some cases, clients may have unique requirements or specialized investment strategies. A customized administration agreement would be tailored to meet these specific needs, incorporating provisions and services that align with the client's objectives. 3. Ancillary Administration Agreement: If additional services complementing the core administration functions are necessary, Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may offer ancillary agreements. These agreements would specify any supplementary services they are providing, such as taxation, legal advice, or risk management. Keywords: Orange California, Administration Agreement, Berger and Berman Advisers Management Trust, Berger and Berman Management Inc, investment portfolios, administrative services, portfolio management, record-keeping, reporting, compliance, contractual agreement, client segment, standard administration agreement, customized administration agreement, ancillary administration agreement.