A Contra Costa California Service Agreement refers to a contractual agreement between Morgan Stanley Dean Witter Advisors, Inc. (MSD WA) and Morgan Stanley Dean Witter Services Company (MSD WSC). This agreement outlines the terms, conditions, and responsibilities of both parties while specifying the services to be provided in the Contra Costa County region within California. The following keywords will shed light on the topic: 1. Service Agreement: The service agreement is a legally binding document that establishes the relationship between MSD WA and MSD WSC. It defines the scope, nature of services, and obligations of both parties. 2. Contra Costa California: Contra Costa County is located in the state of California. It encompasses numerous cities, including Richmond, Concord, Antioch, Walnut Creek, and many more. The service agreement specifically pertains to services offered within this geographical area. 3. Morgan Stanley Dean Witter Advisors, Inc.: MSD WA is a subsidiary of Morgan Stanley Dean Witter, a leading global financial services firm. MSD WA focuses on providing investment advisory services, wealth management, and financial planning to individuals, families, and institutions. 4. Morgan Stanley Dean Witter Services Company: MSD WSC is another subsidiary of Morgan Stanley Dean Witter. It is responsible for facilitating administrative, operational, and support services to the advisors affiliated with MSD WA. 5. Types of Contra Costa California Service Agreements: While specific variations of service agreements may exist between MSD WA and MSD WSC, some common types include: a. Investment Advisory Service Agreement: This agreement outlines the terms related to investment advisory services provided by MSD WA to clients in Contra Costa County. It covers areas such as financial planning, portfolio management, and personalized investment advice. b. Operations and Support Service Agreement: This type of agreement focuses on the administrative, operational, and support services provided by MSD WSC to the advisors affiliated with MSD WA in Contra Costa California. It covers areas such as technology, compliance, reporting, and client account management. c. Legal and Regulatory Service Agreement: This agreement delineates the legal and regulatory obligations of both parties, ensuring compliance with federal, state, and local laws and regulations governing the provision of financial services in Contra Costa County. It covers areas such as client privacy, anti-money laundering, and risk management. In conclusion, a Contra Costa California Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company is a comprehensive contractual document that defines the relationship, services, and responsibilities of these respective entities within the region.
Contra Costa California Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company
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How to fill out Contra Costa California Service Agreement Between Morgan Stanley Dean Witter Advisors, Inc. And Morgan Stanley Dean Witter Services Company?
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