Sponsor Relationship Management Clause Samples
The Sponsor Relationship Management clause defines the responsibilities and protocols for managing the relationship between the sponsor and other parties involved in an agreement. Typically, this clause outlines how communication, reporting, and decision-making processes will be handled, and may designate specific individuals or teams as points of contact. By establishing clear procedures and roles, the clause helps ensure effective collaboration, minimizes misunderstandings, and streamlines the resolution of issues that may arise during the course of the relationship.
Sponsor Relationship Management. 1. Manage the relationships with individual Fund sponsors/advisors including the facilitation of information gathering and general assistance to sponsors with regard to the Funds.
2. Consult with Fund sponsors regarding investment strategies, Fund fee and class structures and other Fund policies.
3. Work with Fund sponsors in the preparation and maintenance of Fund agreements and documents.
4. Assist Fund sponsors in the preparation of documents in response to requests from the Trust’s Trustees including “15C” questionnaires.
5. Support Fund sponsors in the preparation of documents in response to regulatory inquiries and exams as they relate to the Trust and Funds.