Trust Agreement btwn Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P. dated Dec. 30, 1999. 29 pages
The Arizona Trust Agreement is a legal document that establishes the terms and conditions for a trust formed with the involvement of key entities such as Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement outlines the rights, responsibilities, and obligations of each party involved in managing the trust assets and distribution of income or profits. Nike Securities, L.P. is a major financial institution specializing in investment and securities management. As a participant in the Arizona Trust Agreement, they likely provide expertise in asset allocation and investment strategies to optimize returns for the trust beneficiaries. The Chase Manhattan Bank, one of the largest banking institutions globally, plays a crucial role in the trust as a custodian of the trust assets. They ensure the safekeeping and administration of the trust assets, maintain accurate records, and handle transactions on behalf of the trust. BASIS Fund Services Ohio, Inc. is a trusted provider of fund services and solutions. In the context of the Arizona Trust Agreement, they likely assume the role of a service provider, offering administrative support, record-keeping, regulatory compliance, and reporting services to ensure the smooth functioning of the trust. First Trust Advisors, L.P. is a renowned investment advisor and asset management firm. In the framework of the Arizona Trust Agreement, they could serve as the advisor responsible for developing and implementing investment strategies, monitoring market conditions, and making appropriate investment decisions in alignment with the trust's objectives. These various entities work together within the Arizona Trust Agreement to safeguard and grow the trust assets for the benefit of the trust's beneficiaries. By utilizing their expertise, resources, and specialized services, the trust agreement aims to ensure effective asset management, mitigate risks, and maximize returns.
The Arizona Trust Agreement is a legal document that establishes the terms and conditions for a trust formed with the involvement of key entities such as Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement outlines the rights, responsibilities, and obligations of each party involved in managing the trust assets and distribution of income or profits. Nike Securities, L.P. is a major financial institution specializing in investment and securities management. As a participant in the Arizona Trust Agreement, they likely provide expertise in asset allocation and investment strategies to optimize returns for the trust beneficiaries. The Chase Manhattan Bank, one of the largest banking institutions globally, plays a crucial role in the trust as a custodian of the trust assets. They ensure the safekeeping and administration of the trust assets, maintain accurate records, and handle transactions on behalf of the trust. BASIS Fund Services Ohio, Inc. is a trusted provider of fund services and solutions. In the context of the Arizona Trust Agreement, they likely assume the role of a service provider, offering administrative support, record-keeping, regulatory compliance, and reporting services to ensure the smooth functioning of the trust. First Trust Advisors, L.P. is a renowned investment advisor and asset management firm. In the framework of the Arizona Trust Agreement, they could serve as the advisor responsible for developing and implementing investment strategies, monitoring market conditions, and making appropriate investment decisions in alignment with the trust's objectives. These various entities work together within the Arizona Trust Agreement to safeguard and grow the trust assets for the benefit of the trust's beneficiaries. By utilizing their expertise, resources, and specialized services, the trust agreement aims to ensure effective asset management, mitigate risks, and maximize returns.