Travis Texas Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company

• Category: Corporations - Public - Services
• State: Multi-State
• County: Travis
• Control #: US-EG-9322
• Format: Word; Rich Text

Description

Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company, Inc. regarding the performance of administrative services dated June 22, 1998. 4 pages. Travis Texas Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company is a legally-binding document that outlines the terms and conditions of the services provided by both entities in Travis County, Texas, USA. This agreement is designed to govern the relationship and responsibilities between Morgan Stanley Dean Witter Advisors, Inc. (the "Advisor") and Morgan Stanley Dean Witter Services Company (the "Service Provider"). The Travis Texas Service Agreement encompasses various types of agreements based on the specific services being provided: 1. Wealth Management Agreement: This agreement pertains to the provision of comprehensive wealth management services by the Advisor to clients of Morgan Stanley Dean Witter Services Company. It outlines the scope of services, including asset allocation, investment advisory, financial planning, risk management, and other wealth management solutions. 2. Investment Advisory Agreement: This agreement focuses exclusively on investment advisory services provided by the Advisor to clients. It delineates the scope of advisory services, investment strategies, risk tolerance assessment, performance monitoring, and reporting obligations. 3. Financial Planning Agreement: This type of agreement concentrates on the provision of financial planning services to clients. It covers various aspects of financial planning, such as retirement planning, tax planning, estate planning, education planning, and insurance analysis, to help clients achieve their specific financial goals. 4. Brokerage Agreement: This agreement governs the brokerage services provided by Morgan Stanley Dean Witter Services Company to clients. It outlines the terms and conditions for executing securities transactions, including buying and selling stocks, bonds, options, mutual funds, and other investment instruments. 5. Custodial Agreement: This agreement establishes the terms and conditions for the safekeeping, administration, and reporting of client assets by Morgan Stanley Dean Witter Services Company in its capacity as a custodian. It covers custody services for various asset types, including cash, securities, and other financial instruments. Each Travis Texas Service Agreement is customized to meet the unique requirements and preferences of the client and is subject to applicable laws, regulations, and industry standards. It includes provisions related to fees, compensation, confidentiality, dispute resolution, termination, and any specific conditions mutually agreed upon by the parties involved. Please note that the specific contents of the Travis Texas Service Agreement may vary depending on factors such as the client's investment objectives, risk tolerance, financial situation, and the specific services sought from Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company. It is essential to review and understand the terms of the agreement thoroughly before entering into any contractual relationship with these entities.

Travis Texas Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company is a legally-binding document that outlines the terms and conditions of the services provided by both entities in Travis County, Texas, USA. This agreement is designed to govern the relationship and responsibilities between Morgan Stanley Dean Witter Advisors, Inc. (the "Advisor") and Morgan Stanley Dean Witter Services Company (the "Service Provider"). The Travis Texas Service Agreement encompasses various types of agreements based on the specific services being provided: 1. Wealth Management Agreement: This agreement pertains to the provision of comprehensive wealth management services by the Advisor to clients of Morgan Stanley Dean Witter Services Company. It outlines the scope of services, including asset allocation, investment advisory, financial planning, risk management, and other wealth management solutions. 2. Investment Advisory Agreement: This agreement focuses exclusively on investment advisory services provided by the Advisor to clients. It delineates the scope of advisory services, investment strategies, risk tolerance assessment, performance monitoring, and reporting obligations. 3. Financial Planning Agreement: This type of agreement concentrates on the provision of financial planning services to clients. It covers various aspects of financial planning, such as retirement planning, tax planning, estate planning, education planning, and insurance analysis, to help clients achieve their specific financial goals. 4. Brokerage Agreement: This agreement governs the brokerage services provided by Morgan Stanley Dean Witter Services Company to clients. It outlines the terms and conditions for executing securities transactions, including buying and selling stocks, bonds, options, mutual funds, and other investment instruments. 5. Custodial Agreement: This agreement establishes the terms and conditions for the safekeeping, administration, and reporting of client assets by Morgan Stanley Dean Witter Services Company in its capacity as a custodian. It covers custody services for various asset types, including cash, securities, and other financial instruments. Each Travis Texas Service Agreement is customized to meet the unique requirements and preferences of the client and is subject to applicable laws, regulations, and industry standards. It includes provisions related to fees, compensation, confidentiality, dispute resolution, termination, and any specific conditions mutually agreed upon by the parties involved. Please note that the specific contents of the Travis Texas Service Agreement may vary depending on factors such as the client's investment objectives, risk tolerance, financial situation, and the specific services sought from Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company. It is essential to review and understand the terms of the agreement thoroughly before entering into any contractual relationship with these entities.