Maricopa Arizona Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Maricopa
• Control #: US-EG-9077
• Format: Word; Rich Text

Description

Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages The Maricopa Arizona Investment Advisory Agreement is a legal document that outlines the terms and conditions of the business relationship between Hamilton Small Cap Growth CRT Fund and The Bank of New York. This agreement establishes the framework for investment advisory services provided by The Bank of New York to the fund. Keywords: Maricopa Arizona, Investment Advisory Agreement, Hamilton Small Cap Growth CRT Fund, The Bank of New York. The agreement covers various aspects, including the scope of investment advisory services, responsibilities, compensation, termination provisions, and confidentiality. It serves as a binding contract between the two parties, ensuring that all parties involved understand and agree upon the terms and conditions. 1. Basic Description: The Maricopa Arizona Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a comprehensive agreement that defines the investment advisory relationship between the two entities. It establishes the roles and responsibilities of each party and sets the framework for investment decision-making. 2. Scope of Services: This agreement outlines the specific investment advisory services that The Bank of New York will provide to Hamilton Small Cap Growth CRT Fund. These services may include portfolio management, investment analysis, research, risk assessment, and asset allocation strategies. The scope of services will be tailored to the fund's unique investment goals and requirements. 3. Responsibilities: The agreement clearly defines the responsibilities of both parties. Hamilton Small Cap Growth CRT Fund is responsible for providing accurate and up-to-date information about its investment goals, risk tolerance, and any specific investment guidelines or limitations. The Bank of New York, as the investment advisor, is responsible for using its expertise and judgment to provide suitable investment advice and manage the fund's portfolio in line with its objectives. 4. Compensation: The compensation structure is an essential aspect of the agreement. It outlines how The Bank of New York will be remunerated for providing investment advisory services. This may be a percentage of the assets under management, fixed fees, or a combination of both. The agreement will also specify any additional fees or expenses that the fund may incur. 5. Termination Provisions: The agreement includes provisions for termination by either party. This section outlines the conditions under which the agreement can be terminated, such as breach of contract or mutual agreement. It also specifies the notice period required for termination and any associated costs or penalties. Different Types of Maricopa Arizona Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York: 1. Fixed-Term Agreement: This type of agreement has a predetermined duration, after which it will automatically terminate unless renewed by both parties. 2. Open-Ended Agreement: An open-ended agreement do not have a fixed duration and can be terminated by either party with proper notice. 3. Customized Agreement: The parties may opt for a tailored agreement that includes specific provisions and clauses designed to meet their unique needs and preferences. In conclusion, the Maricopa Arizona Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a crucial document governing the investment advisory relationship. It sets out the rights, responsibilities, and compensation terms, ensuring a transparent and mutually beneficial partnership.

The Maricopa Arizona Investment Advisory Agreement is a legal document that outlines the terms and conditions of the business relationship between Hamilton Small Cap Growth CRT Fund and The Bank of New York. This agreement establishes the framework for investment advisory services provided by The Bank of New York to the fund. Keywords: Maricopa Arizona, Investment Advisory Agreement, Hamilton Small Cap Growth CRT Fund, The Bank of New York. The agreement covers various aspects, including the scope of investment advisory services, responsibilities, compensation, termination provisions, and confidentiality. It serves as a binding contract between the two parties, ensuring that all parties involved understand and agree upon the terms and conditions. 1. Basic Description: The Maricopa Arizona Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a comprehensive agreement that defines the investment advisory relationship between the two entities. It establishes the roles and responsibilities of each party and sets the framework for investment decision-making. 2. Scope of Services: This agreement outlines the specific investment advisory services that The Bank of New York will provide to Hamilton Small Cap Growth CRT Fund. These services may include portfolio management, investment analysis, research, risk assessment, and asset allocation strategies. The scope of services will be tailored to the fund's unique investment goals and requirements. 3. Responsibilities: The agreement clearly defines the responsibilities of both parties. Hamilton Small Cap Growth CRT Fund is responsible for providing accurate and up-to-date information about its investment goals, risk tolerance, and any specific investment guidelines or limitations. The Bank of New York, as the investment advisor, is responsible for using its expertise and judgment to provide suitable investment advice and manage the fund's portfolio in line with its objectives. 4. Compensation: The compensation structure is an essential aspect of the agreement. It outlines how The Bank of New York will be remunerated for providing investment advisory services. This may be a percentage of the assets under management, fixed fees, or a combination of both. The agreement will also specify any additional fees or expenses that the fund may incur. 5. Termination Provisions: The agreement includes provisions for termination by either party. This section outlines the conditions under which the agreement can be terminated, such as breach of contract or mutual agreement. It also specifies the notice period required for termination and any associated costs or penalties. Different Types of Maricopa Arizona Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York: 1. Fixed-Term Agreement: This type of agreement has a predetermined duration, after which it will automatically terminate unless renewed by both parties. 2. Open-Ended Agreement: An open-ended agreement do not have a fixed duration and can be terminated by either party with proper notice. 3. Customized Agreement: The parties may opt for a tailored agreement that includes specific provisions and clauses designed to meet their unique needs and preferences. In conclusion, the Maricopa Arizona Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a crucial document governing the investment advisory relationship. It sets out the rights, responsibilities, and compensation terms, ensuring a transparent and mutually beneficial partnership.