Broward Florida Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

State:
Multi-State
County:
Broward
Control #:
US-CC-7-644
Format:
Word; 
Rich Text
Instant download

Description

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. The Broward Florida Sub-Advisory Agreement is a legal contract between Berger and Berman Management, Inc. (BMI) and a party in Broward County, Florida. This agreement outlines the terms and conditions under which BMI will provide sub-advisory services to the party in Broward County. BMI is a renowned investment management firm that offers various investment solutions and services to clients worldwide. The Broward Florida Sub-Advisory Agreement is designed to establish a working relationship between BMI and the party in Broward County, ensuring efficient management of funds and investments. This agreement typically covers aspects such as investment objectives, risk management strategies, compensation, reporting requirements, and termination provisions. BMI offers different types of Broward Florida Sub-Advisory Agreements tailored to meet specific client needs. Some potential variations of these agreements include: 1. Investment Management Agreement: This type of agreement focuses on BMI's responsibility to manage the party's financial assets, implementing investment strategies that align with the agreed-upon investment objectives and risk tolerance. 2. Consultancy Agreement: This agreement focuses on providing advisory services to the party, assisting with financial analysis, strategic planning, asset allocation, and investment recommendations. BMI acts as a consultant offering expert advice to help the party make informed investment decisions. 3. Custodial Agreement: In this type of agreement, BMI acts as a custodian, safeguarding the party's financial assets and ensuring compliance with relevant regulations and guidelines. 4. Performance-Based Agreement: This agreement includes provisions for performance-based compensation, where BMI's fees are determined by reaching specified performance targets or benchmarks. The Broward Florida Sub-Advisory Agreement of Berger and Berman Management, Inc. aims to establish a clear and mutually beneficial relationship between BMI and the party in Broward County, providing professional investment management services tailored to the client's specific requirements.

The Broward Florida Sub-Advisory Agreement is a legal contract between Berger and Berman Management, Inc. (BMI) and a party in Broward County, Florida. This agreement outlines the terms and conditions under which BMI will provide sub-advisory services to the party in Broward County. BMI is a renowned investment management firm that offers various investment solutions and services to clients worldwide. The Broward Florida Sub-Advisory Agreement is designed to establish a working relationship between BMI and the party in Broward County, ensuring efficient management of funds and investments. This agreement typically covers aspects such as investment objectives, risk management strategies, compensation, reporting requirements, and termination provisions. BMI offers different types of Broward Florida Sub-Advisory Agreements tailored to meet specific client needs. Some potential variations of these agreements include: 1. Investment Management Agreement: This type of agreement focuses on BMI's responsibility to manage the party's financial assets, implementing investment strategies that align with the agreed-upon investment objectives and risk tolerance. 2. Consultancy Agreement: This agreement focuses on providing advisory services to the party, assisting with financial analysis, strategic planning, asset allocation, and investment recommendations. BMI acts as a consultant offering expert advice to help the party make informed investment decisions. 3. Custodial Agreement: In this type of agreement, BMI acts as a custodian, safeguarding the party's financial assets and ensuring compliance with relevant regulations and guidelines. 4. Performance-Based Agreement: This agreement includes provisions for performance-based compensation, where BMI's fees are determined by reaching specified performance targets or benchmarks. The Broward Florida Sub-Advisory Agreement of Berger and Berman Management, Inc. aims to establish a clear and mutually beneficial relationship between BMI and the party in Broward County, providing professional investment management services tailored to the client's specific requirements.

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Broward Florida Sub-Advisory Agreement of Neuberger and Berman Management, Inc.