Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.
About this form
This Management Agreement is a legal document that formalizes the relationship between Advisers Managers Trust and Neuberger Berman Management Inc. It outlines the terms under which the Manager will provide investment advisory and portfolio management services to the various series of Advisers Managers Trust. This agreement is essential for ensuring compliance with the Investment Company Act of 1940 and differentiates from similar contracts by detailing specific investment policies and administrative services offered by the manager to each series.
Key parts of this document
- Definition of the parties involved: Advisers Managers Trust and Neuberger Berman Management Inc.
- Details of the investment management and advisory services to be provided.
- Outline of administrative services, including record-keeping and reporting obligations.
- Descriptions of expenses to be covered by the manager and those to be covered by the series.
- Terms regarding the advisory fee calculation and payment schedule.
- Conditions under which the agreement can be amended or terminated.
Common use cases
This form is utilized when an investment trust, like Advisers Managers Trust, seeks to formally engage an investment manager to guide its investments across various series. It is relevant when establishing the management framework and outlining responsibilities and compensation for the advisory services. It is ideal for situations where clear agreements are necessary for compliance and operational efficiency within investment management.
Intended users of this form
This Management Agreement is intended for:
- Trustees and managers of investment trusts looking to secure advisory services.
- Investment companies that need to outline the roles and compensation of their investment advisers.
- Legal professionals drafting management agreements as part of establishing investment firms.
- Investors interested in ensuring compliance with investment management regulations.
Instructions for completing this form
- Identify the parties involved, ensuring correct legal names are used.
- Specify the services to be provided by the Manager and any relevant details regarding investment strategies.
- List administrative services required for operation and management of the series.
- Fill out the provisions regarding fees, including calculation methods and payment schedules.
- Provide the duration of the agreement and terms for amendment or termination.
- Sign and date the agreement, ensuring all parties consent to the terms outlined.
Does this document require notarization?
In most cases, this form does not require notarization. However, some jurisdictions or signing circumstances might. US Legal Forms offers online notarization powered by Notarize, accessible 24/7 for a quick, remote process.
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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
We protect your documents and personal data by following strict security and privacy standards.
Avoid these common issues
- Not including all necessary parties, leading to unenforceability.
- Failing to specify the services clearly, which can result in disputes later.
- Overlooking state-specific regulations that may not align with the general form provisions.
- Incorrectly calculating or stating fees, resulting in misunderstandings of costs.
Why use this form online
- Convenience of downloading and completing the form from anywhere.
- Editable format allows for easy customization to specific needs.
- Access to updated templates that reflect current legal standards.
- Time-efficient process without the need for in-person meetings.
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FAQ
The purpose of the Agreement Management system is to record all transactions, track volume or amount balances, and determine whether you and your business partners are in compliance with the contracts' terms.
Contract managers often serve as the key point of contact between a business and third parties to ensure timely review and approval of any variations. They also provide recommendations and negotiate directly with customer attorneys or purchasing staff to craft a final document that is satisfactory to all parties.
Management by agreement is often talked about from the point of view of managing your team. It's a simple and very effective concept that involves the team taking ownership of tasks and results. Instead of their manager telling them what to do, they make agreements with themselves about what is to be done.
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A tangible contract management function assists in managing obligations in an effective manner; this saves the two parties significant time and effort and provides benefits in terms of business strategies and procedures. Contracts dictate every aspect of key business strategies and relationships.
Contract lifecycle management (CLM) automates and streamlines contract processes during key stages.Standardizing and controlling contract development. Strengthening operational, contractual, and regulatory compliance. Creating contracts quickly and easily using pre-approved templates and legal clauses.
Contract management is the process of managing contract creation, execution, and analysis to maximize operational and financial performance at an organization, all while reducing financial risk. Organizations encounter an ever-increasing amount of pressure to reduce costs and improve company performance.
