Colorado Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P.

• Category: Corporations - Public - Agreements - Trusts
• State: Multi-State
• Control #: US-EG-9036
• Format: Word; Rich Text

Description

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 Keywords: Colorado Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., First Trust Advisors, L.P. The Colorado Trust Agreement, involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P., is a legally binding arrangement created to govern various aspects related to trust management and investment services in the state of Colorado. This agreement outlines the roles, responsibilities, and obligations of the involved parties. Nike Securities, L.P. is a registered investment partnership operating within Colorado, engaging in various investment activities. The trust agreement facilitates the management of investments made by Nike Securities, L.P. and provides guidelines for the distribution of profits and handling of assets. The Chase Manhattan Bank, a renowned financial institution, plays a crucial role as the trustee in this agreement. As the trustee, The Chase Manhattan Bank holds and manages the assets in the trust on behalf of the beneficiaries, ensuring compliance with the terms and conditions outlined in the agreement. They are responsible for safeguarding the assets and exercising fiduciary duty in managing investments. BASIS Fund Services Ohio, Inc. is another important entity involved in the trust agreement. It is a professional fund services provider specializing in administration, accounting, and reporting for investment managers. BASIS Fund Services Ohio, Inc. assists with the administrative tasks associated with the trust agreement, such as record-keeping, compliance monitoring, and reporting. First Trust Advisors, L.P. is an investment management company that, in the context of this trust agreement, serves as the investment advisor. They provide expert guidance and recommendations to Nike Securities, L.P., helping to make informed investment decisions that align with the stated objectives. First Trust Advisors, L.P. operates within the framework established by the trust agreement and adheres to the agreed-upon investment strategies. It is important to note that the Colorado Trust Agreement with these parties can take various forms, such as testamentary trust, living trust, or charitable trust, depending on the specific goals and desires of the individuals establishing the trust. Testamentary trusts come into effect upon the death of the granter, while living trusts are established during the lifetime of the granter. Charitable trusts are created for charitable purposes, providing benefits to nonprofit organizations. In conclusion, the Colorado Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. is a comprehensive legal document that outlines the management and investment responsibilities, as well as the roles of each party involved in administering the trust. The agreement ensures transparency, compliance, and efficient trust management to fulfill the objectives outlined by the granter.

Keywords: Colorado Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., First Trust Advisors, L.P. The Colorado Trust Agreement, involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P., is a legally binding arrangement created to govern various aspects related to trust management and investment services in the state of Colorado. This agreement outlines the roles, responsibilities, and obligations of the involved parties. Nike Securities, L.P. is a registered investment partnership operating within Colorado, engaging in various investment activities. The trust agreement facilitates the management of investments made by Nike Securities, L.P. and provides guidelines for the distribution of profits and handling of assets. The Chase Manhattan Bank, a renowned financial institution, plays a crucial role as the trustee in this agreement. As the trustee, The Chase Manhattan Bank holds and manages the assets in the trust on behalf of the beneficiaries, ensuring compliance with the terms and conditions outlined in the agreement. They are responsible for safeguarding the assets and exercising fiduciary duty in managing investments. BASIS Fund Services Ohio, Inc. is another important entity involved in the trust agreement. It is a professional fund services provider specializing in administration, accounting, and reporting for investment managers. BASIS Fund Services Ohio, Inc. assists with the administrative tasks associated with the trust agreement, such as record-keeping, compliance monitoring, and reporting. First Trust Advisors, L.P. is an investment management company that, in the context of this trust agreement, serves as the investment advisor. They provide expert guidance and recommendations to Nike Securities, L.P., helping to make informed investment decisions that align with the stated objectives. First Trust Advisors, L.P. operates within the framework established by the trust agreement and adheres to the agreed-upon investment strategies. It is important to note that the Colorado Trust Agreement with these parties can take various forms, such as testamentary trust, living trust, or charitable trust, depending on the specific goals and desires of the individuals establishing the trust. Testamentary trusts come into effect upon the death of the granter, while living trusts are established during the lifetime of the granter. Charitable trusts are created for charitable purposes, providing benefits to nonprofit organizations. In conclusion, the Colorado Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. is a comprehensive legal document that outlines the management and investment responsibilities, as well as the roles of each party involved in administering the trust. The agreement ensures transparency, compliance, and efficient trust management to fulfill the objectives outlined by the granter.