Sample Contract For Advisory Services

State:
Multi-State
Control #:
US-CC-11-235J
Format:
Word; 
Rich Text
Instant download

Description

The Sample Contract for Advisory Services outlines the foundational agreement between Fidelity Magellan Fund and Fidelity Management & Research Company. This contract facilitates the provision of investment advisory and management services to the Portfolio, ensuring that the investments align with the established objectives and regulatory frameworks. Key features include the adviser's responsibilities for directing investments, providing necessary facilities, and executing transactions on behalf of the Portfolio. The form details the compensation structure for the adviser, which includes a management fee based on a performance adjustment relative to a benchmark index. The instructions for filling out the form emphasize clarity in authorizing signatures and annual continuance approval by the board. This document is particularly useful for attorneys, partners, and paralegals in drafting or modifying similar agreements, ensuring compliance with legal standards, and protecting the interests of the fund and its shareholders. Legal assistants may find it beneficial for understanding the operational aspects of investment management contracts, while owners and associates can leverage it as a reference for negotiating terms or evaluating adviser performance.
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  • Preview Advisory and Service Contract - Management Contract
  • Preview Advisory and Service Contract - Management Contract
  • Preview Advisory and Service Contract - Management Contract
  • Preview Advisory and Service Contract - Management Contract
  • Preview Advisory and Service Contract - Management Contract
  • Preview Advisory and Service Contract - Management Contract
  • Preview Advisory and Service Contract - Management Contract
  • Preview Advisory and Service Contract - Management Contract
  • Preview Advisory and Service Contract - Management Contract
  • Preview Advisory and Service Contract - Management Contract
  • Preview Advisory and Service Contract - Management Contract

How to fill out Advisory And Service Contract - Management Contract?

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FAQ

What should you include in a consulting contract?Receitals and Background. The recital clause is the opening section of the consulting agreement.Scope of Services.Ownership of Intellectual Property.Compensation, Expenses, and Schedules.Dispute Resolution.Termination of Services.Methods of Communication.Confidentiality.More items...?

Here's a short list of what should be included in every consulting contract:Full names and titles of the people with whom you're doing business. Be sure they're all spelled correctly.Project objectives.Detailed description of the project.List of responsibilities.Fees.Timeline.Page numbers.

Here's a short list of what should be included in every consulting contract:Full names and titles of the people with whom you're doing business. Be sure they're all spelled correctly.Project objectives.Detailed description of the project.List of responsibilities.Fees.Timeline.Page numbers.

A consulting services agreement is a contract defining the terms of service between a client and a consultant. The document can also be referred to as a consulting contract, a business consulting agreement, an independent contractor agreement, or a freelance agreement.

How do I write a Service Agreement?State how long the services are needed.Include the state where the work is taking place.Describe the service being provided.Provide the contractor's and client's information.Outline the compensation.State the agreement's terms.Include any additional clauses.More items...?

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Sample Contract For Advisory Services