California Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment

• Category: Corporations - Public - Administration
• State: Multi-State
• Control #: US-EG-9407
• Format: Word; Rich Text

Description

Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment portfolios dated October 1, 1999. 13 pages. Title: A Comprehensive Overview of the California Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust for Investment Administrative Services Keywords: California Administration Agreement, EPSF Advisors, Third Avenue Trust, investment, administrative services, retaining, EPSF, detailed description Introduction: The California Administration Agreement represents a legally binding contract between EPSF Advisors, Inc. and Third Avenue Trust for the purpose of retaining EPSF to provide administrative services related to investment management. This article aims to delve into the intricate details of the agreement, highlighting its significance, key components, and possible types based on the engagement terms. 1. Key Components of the California Administration Agreement: The agreement encompasses several essential components, including but not limited to: a) Parties Involved: The agreement outlines the names and legal details of the participating parties, namely EPSF Advisors, Inc. and Third Avenue Trust. b) Duration and Termination: It establishes the start and end date of the agreement, along with provisions for termination, renewal, or extension. c) Services Provided by EPSF: The specific administrative services rendered by EPSF Advisors, Inc., such as record-keeping, reporting, compliance monitoring, and other related duties, are outlined. d) Obligations of Third Avenue Trust: The agreement specifies the responsibilities and obligations of Third Avenue Trust, including providing necessary information and cooperating with EPSF Advisors, Inc. for efficient service delivery. e) Compensation and Payment Terms: The agreement details the compensation structure, payment frequency, and any additional fees or expenses associated with the administrative services provided. f) Confidentiality and Data Protection: It emphasizes the confidentiality of information shared between the parties and lays down guidelines for data protection in compliance with applicable laws and regulations. 2. Types of California Administration Agreement: Based on the specific requirements and engagement terms, there might be different types of California Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust, including: a) Standard California Administration Agreement: This type encompasses the general provisions and obligations related to investment administrative services. b) Enhanced California Administration Agreement: It may include additional services, such as investor relations support, expanded reporting requirements, or customized solutions tailored to the unique needs of Third Avenue Trust. c) Limited Scope California Administration Agreement: In this case, the agreement may solely cover specific administrative services, focusing on a particular aspect of investment management, rather than comprehensive support. d) Renewal or Extension Agreement: If the initial agreement expires, the parties may enter into a renewal or extension agreement to continue the administrative services' arrangement under revised terms, ensuring a seamless transition. Conclusion: The California Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust holds significant importance in establishing a framework for the smooth provision of administrative services for investment management. Its comprehensive nature, along with the possibility of different types based on engagement terms, ensures that the agreement aligns with the specific requirements of Third Avenue Trust, fostering a fruitful partnership with EPSF Advisors, Inc.

Title: A Comprehensive Overview of the California Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust for Investment Administrative Services Keywords: California Administration Agreement, EPSF Advisors, Third Avenue Trust, investment, administrative services, retaining, EPSF, detailed description Introduction: The California Administration Agreement represents a legally binding contract between EPSF Advisors, Inc. and Third Avenue Trust for the purpose of retaining EPSF to provide administrative services related to investment management. This article aims to delve into the intricate details of the agreement, highlighting its significance, key components, and possible types based on the engagement terms. 1. Key Components of the California Administration Agreement: The agreement encompasses several essential components, including but not limited to: a) Parties Involved: The agreement outlines the names and legal details of the participating parties, namely EPSF Advisors, Inc. and Third Avenue Trust. b) Duration and Termination: It establishes the start and end date of the agreement, along with provisions for termination, renewal, or extension. c) Services Provided by EPSF: The specific administrative services rendered by EPSF Advisors, Inc., such as record-keeping, reporting, compliance monitoring, and other related duties, are outlined. d) Obligations of Third Avenue Trust: The agreement specifies the responsibilities and obligations of Third Avenue Trust, including providing necessary information and cooperating with EPSF Advisors, Inc. for efficient service delivery. e) Compensation and Payment Terms: The agreement details the compensation structure, payment frequency, and any additional fees or expenses associated with the administrative services provided. f) Confidentiality and Data Protection: It emphasizes the confidentiality of information shared between the parties and lays down guidelines for data protection in compliance with applicable laws and regulations. 2. Types of California Administration Agreement: Based on the specific requirements and engagement terms, there might be different types of California Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust, including: a) Standard California Administration Agreement: This type encompasses the general provisions and obligations related to investment administrative services. b) Enhanced California Administration Agreement: It may include additional services, such as investor relations support, expanded reporting requirements, or customized solutions tailored to the unique needs of Third Avenue Trust. c) Limited Scope California Administration Agreement: In this case, the agreement may solely cover specific administrative services, focusing on a particular aspect of investment management, rather than comprehensive support. d) Renewal or Extension Agreement: If the initial agreement expires, the parties may enter into a renewal or extension agreement to continue the administrative services' arrangement under revised terms, ensuring a seamless transition. Conclusion: The California Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust holds significant importance in establishing a framework for the smooth provision of administrative services for investment management. Its comprehensive nature, along with the possibility of different types based on engagement terms, ensures that the agreement aligns with the specific requirements of Third Avenue Trust, fostering a fruitful partnership with EPSF Advisors, Inc.