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Wisconsin Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc

State:
Multi-State
Control #:
US-CC-7-636
Format:
Word; 
Rich Text
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Description

This sample form, a detailed Administration Agreement document, is a model for use in corporate matters. The language is easily adapted to fit your specific circumstances. Available in several standard formats.

The Wisconsin Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legally binding document that outlines the terms and conditions of the administration services provided by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc in the state of Wisconsin. The agreement serves as a contract between the two parties, ensuring a clear understanding of their rights, obligations, and responsibilities. Key provisions of the Wisconsin Administration Agreement may include: 1. Scope of Services: The agreement will define the specific administrative services to be provided by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. These services can include record-keeping, financial reporting, compliance monitoring, investment management assistance, and other related administrative tasks. 2. Duration: The agreement will specify the duration of the contractual relationship between the parties. It may be for a fixed period of time or on an ongoing basis until terminated by either party. 3. Fees and Compensation: The agreement will outline the fees and compensation structure for the administrative services provided. It will detail the agreed-upon payment terms, frequency, and any additional fees or expenses that may be applicable. 4. Responsibilities and Obligations: The agreement will clearly define the responsibilities and obligations of each party. Berger and Berman Advisers Management Trust and Berger and Berman Management Inc will outline the specific duties they will perform, while the other party may have obligations such as providing necessary information, cooperation, and adherence to applicable laws and regulations. 5. Confidentiality and Data Security: The agreement will address the confidentiality and data security requirements. Both parties will agree to safeguard any confidential or proprietary information they may come across during the administration process. 6. Termination: The agreement will include provisions for termination, specifying the conditions and notice period required for either party to end the contractual relationship. Different types of Wisconsin Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may include variations based on the specific services being provided, the duration of the agreement, or any unique requirements of the parties involved. These variations can be designed to cater to the specific needs or preferences of the clients. In conclusion, the Wisconsin Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc serves as a comprehensive contract that governs the administrative services provided by these entities. It ensures clear communication, sets out responsibilities, and establishes a framework for a successful working relationship.

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Neuberger Berman Group LLCs top holdings are Microsoft Corporation (US:MSFT) , Apple Inc (US:AAPL) , Amazon.com Inc. (US:AMZN) , JPMorgan Chase & Co. (US:JPM) , and Berkshire Hathaway Inc. - Class B (US:BRK.B) .

Neuberger Berman is an experienced hedge fund solutions provider investing on behalf of institutional, high-net-worth and retail clients via registered liquid alternative funds, custom portfolios, and commingled products.

Managed by Neuberger Berman, the ETFs are an extension of the firm's thematic equity investment capabilities utilizing traditional fundamental equity research along with alternative data capabilities and consideration of material Environmental, Social and Governance (ESG) factors.

Overview. Founded in 1939, Neuberger Berman is a privately held asset management firm, which is 100% owned by its employees.

Neuberger Berman Abs Ret Multi-Mgr Fd. NABAX | Mutual Fund. ... Neuberger Berman China Equity ETF. ... Neuberger Berman Commodity Stgy ETF. ... Neuberger Berman Core Bond Fund. ... Neuberger Berman Crbn Trnstn & Infrs ETF. ... Neuberger Berman Disrupters ETF. ... Neuberger Berman Dividend Growth Fund. ... Neuberger Berman Emerging Markets Dbt Fd.

Neuberger Berman Trust Company N.A. offers comprehensive fiduciary and investment services for individuals and institutions.

Neuberger Berman's range of fund types includes UCITS, QIAIFs and private funds, among others. They span asset classes, investment styles and geographies, offering investors a broad range of options to suit their investment objectives.

Neuberger Berman is a private, independent, employee-owned investment manager?a rare structure for a large asset management firm, almost all of which are either public or owned by other financial institutions.

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and other services to the Funds pursuant to two administration agreements with the Trust, one for. Class I and one for Class S (each, a “Class”), each dated ... Neuberger Berman Management LLC (the “Manager”) is the Fund's investment manager, administrator, and distributor. Pursuant to an investment advisory agreement, ...1.1 Investment Management Services. The Manager shall act as the investment adviser to the Series and, as such, shall (i) obtain and evaluate such information ... Upload a document. Click on New Document and choose the form importing option: upload Administration Agreement between Neuberger and Berman Advisers Management ... Download Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc straight from the US Legal ... Management pays State Street a fee for all services received under the Sub-Administration Agreement. Management has contractually agreed to waive fees and ... Mar 31, 2022 — A trust, company, organization or other arrangement referred to in paragraph 2;. shall be exempt from income taxation in that taxable year in ... Administration Agreement with the Trust. The Trust and the Administrator ... Neuberger Berman pays its investment professionals out of its total revenues and ... BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors. Neuberger Berman Real Estate Securities Income Fund Inc. (the “Fund”) is a closed-end, diversified management investment company registered under the Investment ...

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Wisconsin Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc