Keywords: Kings New York, Investment Management Agreement, Morgan Stanley Dean Witter Advisors, management, investment advisory services, employment 1. Kings New York Investment Management Agreement: The Kings New York Investment Management Agreement is a contract signed between Kings New York and Morgan Stanley Dean Witter Advisors, Inc. The agreement outlines the terms and conditions under which Morgan Stanley will provide management and investment advisory services to the company. 2. Employment of Morgan Stanley Dean Witter Advisors, Inc.: Kings New York has employed Morgan Stanley Dean Witter Advisors, Inc. to oversee and manage its investment portfolio. Through this agreement, Morgan Stanley will offer expert guidance and advice on investment decisions, asset allocation, risk management, and other related services. 3. Scope of Services: The agreement clearly defines the scope of services that Morgan Stanley will provide as an investment management advisor. These services may include portfolio analysis, asset selection, investment research, financial planning, and ongoing monitoring of investments to ensure they align with the company's objectives and risk tolerance. 4. Investment Strategy: The Kings New York Investment Management Agreement also outlines the investment strategy that Morgan Stanley will adopt while managing the company's portfolio. This strategy may include diversification across various asset classes, investment styles, and geographic regions to optimize returns while managing risks. 5. Confidentiality and Privacy: The agreement addresses the importance of maintaining confidentiality and privacy of Kings New York's financial information and other sensitive data. Morgan Stanley is obliged to adhere to strict confidentiality practices and safeguard the client's information from unauthorized access or disclosure. 6. Fee Structure: Details regarding the fee structure for Morgan Stanley's services are also included in the agreement. This may include management fees, performance-based fees, or a combination of both. The agreement should outline how these fees are structured and calculated, ensuring transparency for both parties involved. Types of Kings New York Investment Management Agreements: 1. General Investment Management Agreement: This is the standard agreement employed by Kings New York to engage Morgan Stanley Dean Witter Advisors, Inc. for investment management and advisory services. It covers a broad range of investment-related activities and is applicable to most clients. 2. Customized Investment Management Agreement: In some cases, Kings New York may require a customized agreement tailored to specific investment preferences, risk tolerance, or objectives. This agreement may include additional provisions or modifications to suit the unique requirements of the client. Note: The specific types of investment management agreements employed by Kings New York may vary based on individual client needs and preferences.
Kings New York Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services
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How to fill out Kings New York Investment Management Agreement Regarding The Employment Of Morgan Stanley Dean Witter Advisors, Inc. To Render Management And Investment Advisory Services?
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