Fairfax Virginia Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

State:
Multi-State
County:
Fairfax
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 Fairfax Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract between Berger and Berman Management, Inc. (referred to as the "Advisor") and a sub-advisor based in Fairfax, Virginia. The agreement outlines the terms and conditions under which the sub-advisor will provide investment management services to the Advisor's clients. This agreement encompasses various aspects of the working relationship between the Advisor and the sub-advisor, including the scope of services, responsibilities of each party, compensation structure, termination clauses, and confidentiality provisions. It serves as a comprehensive framework to ensure that both parties are aligned and that the interests of the Advisor's clients are effectively managed. Keywords: 1. Fairfax Virginia: This refers to the geographical location wherein the sub-advisor is based, indicating the regional relevance of the agreement. 2. Sub-Advisory Agreement: Highlights the specific nature of the contractual relationship between the Advisor and the sub-advisor. 3. Berger and Berman Management, Inc.: Identifies the company serving as the Advisor, lending credibility and mentioning a renowned wealth management firm. 4. Investment management services: Describes the primary function of the sub-advisor, which involves managing the Advisor's client investments based on their predetermined objectives. 5. Scope of services: Refers to the range of responsibilities and tasks to be performed by the sub-advisor under the agreement. 6. Responsibilities: Outlines the obligations and duties of both the Advisor and the sub-advisor, ensuring clarity and accountability. 7. Compensation structure: Defines how the sub-advisor will be remunerated for their services, typically involving a fee structure based on the value of assets under management or performance. 8. Termination clauses: Specifies conditions under which either party may end the agreement prematurely. 9. Confidentiality provisions: Includes guidelines for protecting the sensitive information and data shared between the parties involved in the agreement. Different types of Fairfax Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. may include variations in terms of services provided, target client demographics, compensation structures, and geographical reach. However, specific categorizations of the sub-advisory agreements would require additional research and information about Berger and Berman Management, Inc.'s offerings.

The Fairfax Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract between Berger and Berman Management, Inc. (referred to as the "Advisor") and a sub-advisor based in Fairfax, Virginia. The agreement outlines the terms and conditions under which the sub-advisor will provide investment management services to the Advisor's clients. This agreement encompasses various aspects of the working relationship between the Advisor and the sub-advisor, including the scope of services, responsibilities of each party, compensation structure, termination clauses, and confidentiality provisions. It serves as a comprehensive framework to ensure that both parties are aligned and that the interests of the Advisor's clients are effectively managed. Keywords: 1. Fairfax Virginia: This refers to the geographical location wherein the sub-advisor is based, indicating the regional relevance of the agreement. 2. Sub-Advisory Agreement: Highlights the specific nature of the contractual relationship between the Advisor and the sub-advisor. 3. Berger and Berman Management, Inc.: Identifies the company serving as the Advisor, lending credibility and mentioning a renowned wealth management firm. 4. Investment management services: Describes the primary function of the sub-advisor, which involves managing the Advisor's client investments based on their predetermined objectives. 5. Scope of services: Refers to the range of responsibilities and tasks to be performed by the sub-advisor under the agreement. 6. Responsibilities: Outlines the obligations and duties of both the Advisor and the sub-advisor, ensuring clarity and accountability. 7. Compensation structure: Defines how the sub-advisor will be remunerated for their services, typically involving a fee structure based on the value of assets under management or performance. 8. Termination clauses: Specifies conditions under which either party may end the agreement prematurely. 9. Confidentiality provisions: Includes guidelines for protecting the sensitive information and data shared between the parties involved in the agreement. Different types of Fairfax Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. may include variations in terms of services provided, target client demographics, compensation structures, and geographical reach. However, specific categorizations of the sub-advisory agreements would require additional research and information about Berger and Berman Management, Inc.'s offerings.

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Fairfax Virginia Sub-Advisory Agreement of Neuberger and Berman Management, Inc.