The San Jose California Dealers Agreement between Active Assets Premier Money Trust and Morgan Stanley Dean Witter Advisors, Inc. establishes the terms and conditions for their financial partnership within the region. This agreement outlines the specific responsibilities and obligations of both parties involved. Active Assets Premier Money Trust is a renowned financial institution offering investment solutions and portfolio management services in San Jose, California. Morgan Stanley Dean Witter Advisors, Inc., on the other hand, is a leading global financial services firm providing investment banking, wealth management, and asset management services. The San Jose California Dealers Agreement establishes a strategic alliance between these two entities, enabling them to collaborate and serve clients in the region effectively. This partnership aims to leverage the expertise and resources of both organizations to maximize investment opportunities and deliver optimal financial solutions for their clients. Key provisions of the agreement include: 1. Mutual understanding and cooperation: The agreement emphasizes the need for mutual understanding and cooperation between Active Assets Premier Money Trust and Morgan Stanley Dean Witter Advisors, Inc. to efficiently serve their clients' financial goals in San Jose, California. 2. Investment products and strategies: The agreement outlines the investment products and strategies that the collaboration will focus on. It may include stocks, bonds, mutual funds, real estate funds, retirement planning solutions, and other wealth management services. 3. Client management: The Dealers Agreement defines the process of client management, including how clients will be shared and assigned between the two entities. It lays out guidelines for communication, client retention, and ensuring excellent customer service. 4. Confidentiality: Confidentiality is a critical aspect of the agreement, ensuring that both Active Assets Premier Money Trust and Morgan Stanley Dean Witter Advisors, Inc. maintain the utmost confidentiality regarding each other's business strategies, client information, and proprietary data. 5. Compensation and revenue sharing: The agreement establishes the compensation structure and revenue sharing arrangement between the two entities. It specifies the percentage of revenue each party receives from the generated business, taking into account factors such as investment performance and client acquisition. Different types of San Jose California Dealers Agreements between Active Assets Premier Money Trust and Morgan Stanley Dean Witter Advisors, Inc. may vary based on specific investment products, target client segments, or exclusive focus areas. For instance, specialized agreements could be created to cater to high-net-worth individuals seeking private wealth management services, retirement planning agreements, or agreements that focus solely on real estate investment opportunities in the San Jose, California area. In conclusion, the San Jose California Dealers Agreement between Active Assets Premier Money Trust and Morgan Stanley Dean Witter Advisors, Inc. establishes a collaborative partnership focused on delivering top-tier financial services to clients in the region. This agreement solidifies the commitment of both organizations to achieve success in the competitive San Jose, California market while adhering to industry regulations and best practices.
San Jose California Dealers Agreement between Active Assets Premier Money Trust and Morgan Stanley Dean Witter Advisors, Inc.
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