Broward Florida Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services

• Category: Corporations - Public - Administration
• State: Multi-State
• County: Broward
• Control #: US-EG-9408
• Format: Word; Rich Text

Description

Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding the retention of Investor Services Group to render certain sub-administrative services with respect to investment portfolios dated October 1, The Broward Florida Sub-Administration Agreement is a key contractual arrangement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. pertaining to the provision of specific sub-administrative services. This agreement outlines the responsibilities, rights, and obligations of both parties involved in the administration and management of financial instruments and assets for clients in the Broward County area of Florida. Under this Sub-Administration Agreement, First Data Investor Services Group, Inc. and EPSF Advisors, Inc. collaborate to ensure the smooth and efficient rendering of sub-administrative services to various investment funds, portfolios, and other financial entities operating within Broward County. These services encompass a wide range of sub-administrative tasks designed to support the effective management, reporting, and compliance of the aforementioned financial products and services. Some possible types of Broward Florida Sub-Administration Agreements between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. could include: 1. Mutual Fund Sub-Administration Agreement: This agreement focuses on providing sub-administrative support specifically for mutual funds operating within Broward County. It would entail various tasks such as investor services, fund accounting, fund performance reporting, and compliance management. 2. Hedge Fund Sub-Administration Agreement: This agreement is tailored to cater to the unique needs of hedge funds within Broward County. It would address sub-administrative functions such as investor onboarding and servicing, performance and risk reporting, fund accounting, reconciliation, and regulatory compliance. 3. Private Equity Sub-Administration Agreement: This type of agreement is applicable to private equity funds that rely on sub-administrative services in Broward County. It would cover services such as fund accounting, partnership accounting, capital call and distribution processing, investor communications, and investment data management. 4. Real Estate Investment Trust (REIT) Sub-Administration Agreement: This agreement pertains to sub-administrative support for Rests operating within Broward County. It would involve tasks such as investment accounting, property valuation, financial reporting, regulatory compliance, and investor communications. These are just a few potential examples of the Broward Florida Sub-Administration Agreement types that First Data Investor Services Group, Inc. and EPSF Advisors, Inc. may establish to provide specific sub-administrative services within the financial industry in Broward County, Florida.

The Broward Florida Sub-Administration Agreement is a key contractual arrangement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. pertaining to the provision of specific sub-administrative services. This agreement outlines the responsibilities, rights, and obligations of both parties involved in the administration and management of financial instruments and assets for clients in the Broward County area of Florida. Under this Sub-Administration Agreement, First Data Investor Services Group, Inc. and EPSF Advisors, Inc. collaborate to ensure the smooth and efficient rendering of sub-administrative services to various investment funds, portfolios, and other financial entities operating within Broward County. These services encompass a wide range of sub-administrative tasks designed to support the effective management, reporting, and compliance of the aforementioned financial products and services. Some possible types of Broward Florida Sub-Administration Agreements between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. could include: 1. Mutual Fund Sub-Administration Agreement: This agreement focuses on providing sub-administrative support specifically for mutual funds operating within Broward County. It would entail various tasks such as investor services, fund accounting, fund performance reporting, and compliance management. 2. Hedge Fund Sub-Administration Agreement: This agreement is tailored to cater to the unique needs of hedge funds within Broward County. It would address sub-administrative functions such as investor onboarding and servicing, performance and risk reporting, fund accounting, reconciliation, and regulatory compliance. 3. Private Equity Sub-Administration Agreement: This type of agreement is applicable to private equity funds that rely on sub-administrative services in Broward County. It would cover services such as fund accounting, partnership accounting, capital call and distribution processing, investor communications, and investment data management. 4. Real Estate Investment Trust (REIT) Sub-Administration Agreement: This agreement pertains to sub-administrative support for Rests operating within Broward County. It would involve tasks such as investment accounting, property valuation, financial reporting, regulatory compliance, and investor communications. These are just a few potential examples of the Broward Florida Sub-Administration Agreement types that First Data Investor Services Group, Inc. and EPSF Advisors, Inc. may establish to provide specific sub-administrative services within the financial industry in Broward County, Florida.