A Phoenix, Arizona Investment Advisory Agreement is a contractual agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York. This agreement outlines the terms and conditions under which The Bank of New York provides investment advisory services to Hamilton Small Cap Growth CRT Fund. The purpose of this agreement is to establish a clear understanding of the roles, responsibilities, and expectations of both parties involved in the investment management process. Keywords: Phoenix, Arizona, Investment Advisory Agreement, Hamilton Small Cap Growth CRT Fund, The Bank of New York. There are different types of Phoenix, Arizona Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York, as outlined below: 1. General Investment Advisory Agreement: This is a comprehensive agreement that defines the overall terms and conditions of the investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund. It includes provisions related to the scope of services, compensation, duration of the agreement, termination clauses, and dispute resolution mechanisms. 2. Portfolio Management Agreement: This type of agreement focuses specifically on the management of Hamilton Small Cap Growth CRT Fund's investment portfolio by The Bank of New York. It details the investment objectives, strategies, and guidelines for the portfolio. Additionally, it may include provisions related to the risk tolerance, asset allocation, performance benchmarks, and reporting requirements. 3. Fee Structure Agreement: This agreement specifies the fees and charges associated with the investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund. It outlines the method of fee calculation, payment terms, and any additional expenses that may be incurred in the course of managing the portfolio. 4. Confidentiality Agreement: This type of agreement ensures the protection of sensitive and confidential information exchanged between Hamilton Small Cap Growth CRT Fund and The Bank of New York during the advisory relationship. It defines the obligations of both parties to maintain the confidentiality of such information and outlines the consequences of any unauthorized disclosure. 5. Compliance Agreement: This agreement focuses on regulatory compliance obligations imposed on both Hamilton Small Cap Growth CRT Fund and The Bank of New York. It ensures that all investment activities and related operations are conducted in accordance with applicable laws, rules, and regulations, including but not limited to those set forth by regulatory authorities such as the Securities and Exchange Commission (SEC). In summary, the Phoenix, Arizona Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York serves as a legal framework that governs the provision of investment advisory services. It is essential for both parties to carefully review and understand the terms and conditions outlined in the agreement before entering into a professional relationship.
Phoenix Arizona Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York
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How to fill out Phoenix Arizona Investment Advisory Agreement Between Hamilton Small Cap Growth CRT Fund And The Bank Of New York?
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