Middlesex Massachusetts Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust

• Category: Corporations - Public - Agreements - Trusts
• State: Multi-State
• County: Middlesex
• Control #: US-EG-9280
• Format: Word; Rich Text

Description

Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust - Select Global 30 Portfolio 2000-1 dated January 5, 2000. 6 pages. The Middlesex Massachusetts Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York is a legal document that outlines the terms and conditions of the Select Equity Trust, a type of trust established between the two parties. This agreement serves as a reference guide, providing detailed instructions and guidelines for managing the trust. The Middlesex Massachusetts Trust Agreement Reference Trust Agreement is designed to ensure that the trust's assets are managed in accordance with the intentions and objectives of the trust's beneficiaries. It outlines the roles and responsibilities of both Dean Witter Reynolds, Inc. and The Bank of New York in managing and overseeing the trust. Some key components covered in the Middlesex Massachusetts Trust Agreement Reference Trust Agreement include: 1. Trust Objectives: This section describes the purpose and goals of the Select Equity Trust. It may specify the desired long-term investment strategy, risk appetite, and potential income or growth objectives. 2. Trust Assets: The agreement lists the specific assets and properties included in the trust. These can include stocks, bonds, real estate, and other investment vehicles deemed appropriate for achieving the trust's objectives. 3. Trustee Responsibilities: It clearly defines the duties and obligations of the trustee (The Bank of New York) in managing the trust. This includes prudent investment management, record-keeping, tax reporting, and regular communication with beneficiaries. 4. Beneficiary Rights and Duties: The agreement outlines the rights and responsibilities of the trust's beneficiaries. It may include provisions regarding the distribution of income or principal, voting rights, and the procedure to modify or terminate the trust. 5. Compensation and Fees: This section details the fees and compensation to be paid to the trustee for their services. It may include a fee structure based on a percentage of the trust's assets under management or a fixed fee arrangement. 6. Termination and Amendment: The agreement outlines the conditions and process for terminating or amending the Select Equity Trust. It may include provisions for how the trust's assets will be distributed upon termination. It is important to note that the specific Middlesex Massachusetts Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust may have additional or unique provisions based on the preferences and requirements of the involved parties.

The Middlesex Massachusetts Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York is a legal document that outlines the terms and conditions of the Select Equity Trust, a type of trust established between the two parties. This agreement serves as a reference guide, providing detailed instructions and guidelines for managing the trust. The Middlesex Massachusetts Trust Agreement Reference Trust Agreement is designed to ensure that the trust's assets are managed in accordance with the intentions and objectives of the trust's beneficiaries. It outlines the roles and responsibilities of both Dean Witter Reynolds, Inc. and The Bank of New York in managing and overseeing the trust. Some key components covered in the Middlesex Massachusetts Trust Agreement Reference Trust Agreement include: 1. Trust Objectives: This section describes the purpose and goals of the Select Equity Trust. It may specify the desired long-term investment strategy, risk appetite, and potential income or growth objectives. 2. Trust Assets: The agreement lists the specific assets and properties included in the trust. These can include stocks, bonds, real estate, and other investment vehicles deemed appropriate for achieving the trust's objectives. 3. Trustee Responsibilities: It clearly defines the duties and obligations of the trustee (The Bank of New York) in managing the trust. This includes prudent investment management, record-keeping, tax reporting, and regular communication with beneficiaries. 4. Beneficiary Rights and Duties: The agreement outlines the rights and responsibilities of the trust's beneficiaries. It may include provisions regarding the distribution of income or principal, voting rights, and the procedure to modify or terminate the trust. 5. Compensation and Fees: This section details the fees and compensation to be paid to the trustee for their services. It may include a fee structure based on a percentage of the trust's assets under management or a fixed fee arrangement. 6. Termination and Amendment: The agreement outlines the conditions and process for terminating or amending the Select Equity Trust. It may include provisions for how the trust's assets will be distributed upon termination. It is important to note that the specific Middlesex Massachusetts Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust may have additional or unique provisions based on the preferences and requirements of the involved parties.