Pennsylvania Service Agreement: A Pennsylvania Service Agreement is a legally binding contract between Morgan Stanley Dean Witter Advisors, Inc. (MSD WA) and Morgan Stanley Dean Witter Services Company (MSD WSC), outlining the terms and conditions of the services provided by MSD WA to MSD WSC in the state of Pennsylvania. This agreement ensures a clear understanding of the responsibilities, expectations, and obligations of both parties involved. Keywords: Pennsylvania, Service Agreement, Morgan Stanley Dean Witter Advisors, Morgan Stanley Dean Witter Services Company, legally binding contract, terms and conditions, services, responsibilities, expectations, obligations. Types of Pennsylvania Service Agreements between MSD WA and MSD WSC: 1. Investment Advisory Services Agreement: The Investment Advisory Services Agreement is a specialized type of Pennsylvania Service Agreement that focuses on the provision of investment advisory services by MSD WA to MSD WSC. This agreement outlines the scope of services, fee structure, performance expectations, and regulatory compliance requirements specific to investment advisory services in Pennsylvania. Keywords: Investment advisory services, scope of services, fee structure, performance expectations, regulatory compliance, Pennsylvania. 2. Asset Management Services Agreement: The Asset Management Services Agreement is another variant of the Pennsylvania Service Agreement that pertains to the management and oversight of assets by MSD WA on behalf of MSD WSC. This agreement defines the responsibilities of MSD WA in managing the assets, the reporting requirements, fee structure, and any specific provisions applicable to Pennsylvania regulations. Keywords: Asset management services, oversight, responsibilities, reporting requirements, fee structure, Pennsylvania regulations. 3. Financial Planning Services Agreement: Pennsylvania Service Agreements may also include the provision of financial planning services by MSD WA to MSD WSC. This agreement outlines the scope of financial planning services, the deliverables, the fees, and any other relevant terms and conditions related to financial planning activities in Pennsylvania. Keywords: Financial planning services, scope, deliverables, fees, terms and conditions, Pennsylvania. 4. Risk Assessment and Compliance Services Agreement: A specific Pennsylvania Service Agreement might exist for risk assessment and compliance services provided by MSD WA to MSD WSC. This agreement focuses on assessing risk exposure, ensuring compliance with applicable regulations, and providing recommendations to align with Pennsylvania-specific laws and requirements. Keywords: Risk assessment, compliance services, risk exposure, regulations, Pennsylvania-specific laws, requirements. In conclusion, a comprehensive Pennsylvania Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company encompasses various types such as Investment Advisory Services Agreement, Asset Management Services Agreement, Financial Planning Services Agreement, and Risk Assessment and Compliance Services Agreement. Each agreement caters to different aspects of the services provided and addresses Pennsylvania-specific regulations and requirements.
Pennsylvania Service Agreement between Morgan Stanley Dean Witter Advisors, Inc. and Morgan Stanley Dean Witter Services Company
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'' Dean Witter, Discover, which traces its origins back to a brokerage firm founded by Dean Witter in San Francisco in 1924, was bought by Sears in 1981 for $661 million in cash and stock.
Founded in 1935 as a partnership with a staff of just 13, Morgan Stanley is now a global financial services firm operating in more than 40 countries with over 80,000 employees.
New York-headquartered investment banking giant Morgan Stanley is divided into three main businesses: Institutional Securities, Investment Management, and Wealth Management.
Purcell was named chairman and chief executive of what became Morgan Stanley, Dean Witter, Discover & Company, later shortened to Morgan Stanley in March 2001. Mack stayed on as president until 2001.
From John Mack, former CEO of Morgan Stanley, an intimate personal memoir and riveting business story, recounting how he helped grow the company from 300 to 50,000 employees over four decades, transformed a notoriously competitive culture into a successful and collaborative one, and lead the company through the 2008 ...
(''Dean Witter Discover'') and Morgan Stanley Group Inc. (''Morgan Stanley'') and was formed pursuant to a merger of equals that was effected on (the ''Merger''). MSDW was originally incorporated under the laws of the State of Delaware in 1981, and its predecessor companies date back to 1924.
Following Witter's death in 1969, and the retirement of Guy Witter the following year, Jean Witter's son, William M. Witter, became CEO of Dean Witter & Co.