Connecticut 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 Connecticut Trust Agreement is a legally binding document that establishes a fiduciary relationship between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. It governs the terms and conditions related to the management and administration of trust assets. Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. are all involved in the Connecticut trust agreement as key parties. Each entity plays a distinct role in ensuring the smooth operation of the trust. Nike Securities, L.P. is a trusted investment firm that provides a range of financial services, including asset management, investment advice, and securities offerings. They bring their expertise to the table to ensure the trust's assets are well-managed and in line with the trust's objectives. The Chase Manhattan Bank, on the other hand, acts as the trustee in the Connecticut Trust Agreement. As a reputable banking institution, they are responsible for overseeing the trust and ensuring that it operates in accordance with the trust's terms and applicable laws. The bank will handle tasks such as managing trust assets, making distributions, and maintaining accurate records. BASIS Fund Services Ohio, Inc. is involved in the Connecticut Trust Agreement to provide comprehensive fund administration services. They offer support in areas such as accounting, financial reporting, performance measurement, and compliance. Their role is crucial to ensure transparency and accuracy in the trust's financial operations. First Trust Advisors, L.P. plays a key role in the Connecticut Trust Agreement as the investment advisor. As a registered investment advisor, they provide expert advice on investment strategies, asset allocation, and portfolio management. Their goal is to optimize the trust's returns while considering its risk tolerance and investment objectives. In summary, the Connecticut 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 document that establishes a fiduciary relationship between these entities. It outlines the roles and responsibilities of each party to ensure the effective management and administration of trust assets. Through their collaboration, the entities strive to achieve the trust's investment objectives while adhering to applicable laws and regulations.

Connecticut Trust Agreement is a legally binding document that establishes a fiduciary relationship between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. It governs the terms and conditions related to the management and administration of trust assets. Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. are all involved in the Connecticut trust agreement as key parties. Each entity plays a distinct role in ensuring the smooth operation of the trust. Nike Securities, L.P. is a trusted investment firm that provides a range of financial services, including asset management, investment advice, and securities offerings. They bring their expertise to the table to ensure the trust's assets are well-managed and in line with the trust's objectives. The Chase Manhattan Bank, on the other hand, acts as the trustee in the Connecticut Trust Agreement. As a reputable banking institution, they are responsible for overseeing the trust and ensuring that it operates in accordance with the trust's terms and applicable laws. The bank will handle tasks such as managing trust assets, making distributions, and maintaining accurate records. BASIS Fund Services Ohio, Inc. is involved in the Connecticut Trust Agreement to provide comprehensive fund administration services. They offer support in areas such as accounting, financial reporting, performance measurement, and compliance. Their role is crucial to ensure transparency and accuracy in the trust's financial operations. First Trust Advisors, L.P. plays a key role in the Connecticut Trust Agreement as the investment advisor. As a registered investment advisor, they provide expert advice on investment strategies, asset allocation, and portfolio management. Their goal is to optimize the trust's returns while considering its risk tolerance and investment objectives. In summary, the Connecticut 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 document that establishes a fiduciary relationship between these entities. It outlines the roles and responsibilities of each party to ensure the effective management and administration of trust assets. Through their collaboration, the entities strive to achieve the trust's investment objectives while adhering to applicable laws and regulations.