The San Diego California Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legal document that outlines the terms and conditions governing the administration of assets managed by these two entities in the city of San Diego, California. This agreement serves as a binding contract between Berger and Berman Advisers Management Trust (NBA) and Berger and Berman Management Inc (IBM) for the efficient handling and management of various investment portfolios, funds, or assets within the San Diego region. The primary purpose of this agreement is to establish a framework within which NBA and IBM will collaborate to ensure compliance with legal and regulatory requirements, provide effective management of client investments, and promote transparency and accountability in all administrative activities. Some key components of the San Diego California Administration Agreement between NBA and IBM may include: 1. Definitions: This section provides clear definitions of important terms used throughout the agreement. These definitions ensure that both parties have a common understanding of the terminology used. 2. Scope of Services: This section outlines the specific administrative services to be provided by IBM on behalf of NBA. These services may include investment reporting, record-keeping, client communication, and other administrative tasks. 3. Responsibilities: This section delineates the roles and responsibilities of each party. It clarifies the obligations of NBA and IBM in terms of decision-making, reporting, compliance, and communication. 4. Compensation: This section addresses the financial aspects of the agreement, including fee structures, payment terms, and any other financial considerations related to the administration of assets in San Diego. 5. Termination: This section defines the conditions under which the agreement may be terminated, either by mutual agreement or due to breach of contract. It also outlines the steps to be followed in the event of termination and the obligations of each party upon termination. It is important to note that while there may not be different types of San Diego California Administration Agreements between NBA and IBM, the specific terms and provisions within the agreement may vary depending on the nature and complexity of the assets being administered, the duration of the agreement, and any specific requirements or preferences of the clients involved. Overall, the San Diego California Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legally binding document that establishes the framework for the administration of assets in San Diego, promoting efficient management, compliance, and accountability.
The San Diego California Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legal document that outlines the terms and conditions governing the administration of assets managed by these two entities in the city of San Diego, California. This agreement serves as a binding contract between Berger and Berman Advisers Management Trust (NBA) and Berger and Berman Management Inc (IBM) for the efficient handling and management of various investment portfolios, funds, or assets within the San Diego region. The primary purpose of this agreement is to establish a framework within which NBA and IBM will collaborate to ensure compliance with legal and regulatory requirements, provide effective management of client investments, and promote transparency and accountability in all administrative activities. Some key components of the San Diego California Administration Agreement between NBA and IBM may include: 1. Definitions: This section provides clear definitions of important terms used throughout the agreement. These definitions ensure that both parties have a common understanding of the terminology used. 2. Scope of Services: This section outlines the specific administrative services to be provided by IBM on behalf of NBA. These services may include investment reporting, record-keeping, client communication, and other administrative tasks. 3. Responsibilities: This section delineates the roles and responsibilities of each party. It clarifies the obligations of NBA and IBM in terms of decision-making, reporting, compliance, and communication. 4. Compensation: This section addresses the financial aspects of the agreement, including fee structures, payment terms, and any other financial considerations related to the administration of assets in San Diego. 5. Termination: This section defines the conditions under which the agreement may be terminated, either by mutual agreement or due to breach of contract. It also outlines the steps to be followed in the event of termination and the obligations of each party upon termination. It is important to note that while there may not be different types of San Diego California Administration Agreements between NBA and IBM, the specific terms and provisions within the agreement may vary depending on the nature and complexity of the assets being administered, the duration of the agreement, and any specific requirements or preferences of the clients involved. Overall, the San Diego California Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legally binding document that establishes the framework for the administration of assets in San Diego, promoting efficient management, compliance, and accountability.
