Colorado 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
• 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, Title: Colorado Sub-Administration Agreement: A Comprehensive Overview of the Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. for Rendering Certain Sub-Administrative Services Keywords: Colorado Sub-Administration Agreement, First Data Investor Services Group, Inc., EPSF Advisors, Inc., Sub-Administrative Services, Rendering Services Introduction: Colorado Sub-Administration Agreement serves as a binding contract between First Data Investor Services Group, Inc. and EPSF Advisors, Inc., outlining the terms and conditions governing the rendering of specific sub-administrative services. This detailed description will shed light on the various types of Colorado Sub-Administration Agreements entered into by these two entities, focusing on their collaboration in providing superior sub-administrative services while maintaining compliance with legal and regulatory requirements. 1. Colorado Sub-Administration Agreement: General Overview: The Colorado Sub-Administration Agreement aims to establish a partnership between First Data Investor Services Group, Inc. (the "Provider") and EPSF Advisors, Inc. (the "Recipient") to ensure efficient and effective sub-administrative services within the state. It encompasses a range of administrative, operational, and compliance-related activities required for the successful management of investment accounts and financial products. 2. Investment Fund Sub-Administration Agreement: One type of Colorado Sub-Administration Agreement focuses on investment fund sub-administration services. This agreement specifically outlines the collaboration between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. to provide comprehensive sub-administrative support, including fund accounting, performance reporting, investor communication, compliance monitoring, and regulatory reporting. 3. Retirement Plan Sub-Administration Agreement: Another variant of the Colorado Sub-Administration Agreement pertains to sub-administration services provided for retirement plans. This agreement delineates the responsibilities of both entities in managing and administering retirement plans, such as record-keeping, participant services, contribution processing, compliance monitoring, and reporting to regulatory authorities. 4. Insurance Sub-Administration Agreement: A distinct category of the Colorado Sub-Administration Agreement involves sub-administrative services for insurance products. This agreement elucidates the roles and obligations of First Data Investor Services Group, Inc. and EPSF Advisors, Inc. in handling administrative tasks related to insurance policies, including policy administration, claims processing, premium collection, customer service, and regulatory compliance. 5. Unique Services Sub-Administration Agreement: Apart from the aforementioned types, the Colorado Sub-Administration Agreement may encompass other specific sub-administrative services tailored to the unique needs of the financial institution or investment products. These customized agreements define the scope and responsibilities of the involved parties, ensuring seamless execution of sub-administrative tasks while complying with relevant regulations. Conclusion: The Colorado Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. plays a vital role in facilitating efficient and compliant sub-administrative services within the state. By offering various types of agreements, such as those focusing on investment funds, retirement plans, and insurance products, the partnership ensures effective management, administration, and regulatory adherence.

Title: Colorado Sub-Administration Agreement: A Comprehensive Overview of the Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. for Rendering Certain Sub-Administrative Services Keywords: Colorado Sub-Administration Agreement, First Data Investor Services Group, Inc., EPSF Advisors, Inc., Sub-Administrative Services, Rendering Services Introduction: Colorado Sub-Administration Agreement serves as a binding contract between First Data Investor Services Group, Inc. and EPSF Advisors, Inc., outlining the terms and conditions governing the rendering of specific sub-administrative services. This detailed description will shed light on the various types of Colorado Sub-Administration Agreements entered into by these two entities, focusing on their collaboration in providing superior sub-administrative services while maintaining compliance with legal and regulatory requirements. 1. Colorado Sub-Administration Agreement: General Overview: The Colorado Sub-Administration Agreement aims to establish a partnership between First Data Investor Services Group, Inc. (the "Provider") and EPSF Advisors, Inc. (the "Recipient") to ensure efficient and effective sub-administrative services within the state. It encompasses a range of administrative, operational, and compliance-related activities required for the successful management of investment accounts and financial products. 2. Investment Fund Sub-Administration Agreement: One type of Colorado Sub-Administration Agreement focuses on investment fund sub-administration services. This agreement specifically outlines the collaboration between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. to provide comprehensive sub-administrative support, including fund accounting, performance reporting, investor communication, compliance monitoring, and regulatory reporting. 3. Retirement Plan Sub-Administration Agreement: Another variant of the Colorado Sub-Administration Agreement pertains to sub-administration services provided for retirement plans. This agreement delineates the responsibilities of both entities in managing and administering retirement plans, such as record-keeping, participant services, contribution processing, compliance monitoring, and reporting to regulatory authorities. 4. Insurance Sub-Administration Agreement: A distinct category of the Colorado Sub-Administration Agreement involves sub-administrative services for insurance products. This agreement elucidates the roles and obligations of First Data Investor Services Group, Inc. and EPSF Advisors, Inc. in handling administrative tasks related to insurance policies, including policy administration, claims processing, premium collection, customer service, and regulatory compliance. 5. Unique Services Sub-Administration Agreement: Apart from the aforementioned types, the Colorado Sub-Administration Agreement may encompass other specific sub-administrative services tailored to the unique needs of the financial institution or investment products. These customized agreements define the scope and responsibilities of the involved parties, ensuring seamless execution of sub-administrative tasks while complying with relevant regulations. Conclusion: The Colorado Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. plays a vital role in facilitating efficient and compliant sub-administrative services within the state. By offering various types of agreements, such as those focusing on investment funds, retirement plans, and insurance products, the partnership ensures effective management, administration, and regulatory adherence.