Connecticut Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust

• Category: Corporations - Public - Agreements - Trusts
• State: Multi-State
• Control #: US-EG-9280
• Format: Word; Rich Text

Description

Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust - Select Global 30 Portfolio 2000-1 dated January 5, 2000. 6 pages. Connecticut Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is a legally binding document that outlines the terms and conditions for the management of a specific trust fund. This agreement establishes a fiduciary relationship between Dean Witter Reynolds, Inc. (hereafter referred to as "DRI") and The Bank of New York (hereafter referred to as "BNY") as the trustee. The Select Equity Trust is a specific type of trust fund that focuses on equity investments. Its objective is to maximize the return on investment by investing in a carefully selected portfolio of stocks and securities. This trust agreement aims to provide a framework for the management, administration, and distribution of the assets within the Select Equity Trust. The Connecticut Trust Agreement Reference Trust Agreement includes detailed provisions that specify the responsibilities and powers of both DRI and BNY. DRI, as the investment manager, is responsible for making investment decisions and exercising voting rights on behalf of the trust. BNY, as the trustee, is responsible for holding and safeguarding the trust assets, distributing income, and maintaining accurate records. One key aspect of this agreement is the investment guidelines. It outlines the investment strategy, asset allocation, and any limitations or restrictions that must be followed when managing the Select Equity Trust. These guidelines ensure that the investments align with the trust's objectives and provide diversification to mitigate risk. Additionally, the agreement covers the compensation and fee structure for DRI and BNY. It outlines the method and basis of payment, such as management fees or performance-based incentives. This section ensures transparency and fairness in the compensation arrangements. The Connecticut Trust Agreement Reference Trust Agreement may also involve provisions related to termination or amendment of the agreement, dispute resolution mechanisms, and the rights and obligations of the beneficiaries. These provisions aim to protect the interests of all parties involved and ensure smooth operations throughout the duration of the trust. It's important to note that while this description focuses on a specific Connecticut Trust Agreement Reference Trust Agreement between DRI and BNY regarding the Select Equity Trust, there may be variations and unique aspects to other trust agreements between different parties or for different types of trusts. Some examples of other Connecticut Trust Agreement Reference Trust Agreements may include agreements for real estate trusts, bond trusts, or inheritance trusts. Each trust agreement will have its own specific terms and provisions based on the objectives and requirements of the trust and the parties involved.

Connecticut Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is a legally binding document that outlines the terms and conditions for the management of a specific trust fund. This agreement establishes a fiduciary relationship between Dean Witter Reynolds, Inc. (hereafter referred to as "DRI") and The Bank of New York (hereafter referred to as "BNY") as the trustee. The Select Equity Trust is a specific type of trust fund that focuses on equity investments. Its objective is to maximize the return on investment by investing in a carefully selected portfolio of stocks and securities. This trust agreement aims to provide a framework for the management, administration, and distribution of the assets within the Select Equity Trust. The Connecticut Trust Agreement Reference Trust Agreement includes detailed provisions that specify the responsibilities and powers of both DRI and BNY. DRI, as the investment manager, is responsible for making investment decisions and exercising voting rights on behalf of the trust. BNY, as the trustee, is responsible for holding and safeguarding the trust assets, distributing income, and maintaining accurate records. One key aspect of this agreement is the investment guidelines. It outlines the investment strategy, asset allocation, and any limitations or restrictions that must be followed when managing the Select Equity Trust. These guidelines ensure that the investments align with the trust's objectives and provide diversification to mitigate risk. Additionally, the agreement covers the compensation and fee structure for DRI and BNY. It outlines the method and basis of payment, such as management fees or performance-based incentives. This section ensures transparency and fairness in the compensation arrangements. The Connecticut Trust Agreement Reference Trust Agreement may also involve provisions related to termination or amendment of the agreement, dispute resolution mechanisms, and the rights and obligations of the beneficiaries. These provisions aim to protect the interests of all parties involved and ensure smooth operations throughout the duration of the trust. It's important to note that while this description focuses on a specific Connecticut Trust Agreement Reference Trust Agreement between DRI and BNY regarding the Select Equity Trust, there may be variations and unique aspects to other trust agreements between different parties or for different types of trusts. Some examples of other Connecticut Trust Agreement Reference Trust Agreements may include agreements for real estate trusts, bond trusts, or inheritance trusts. Each trust agreement will have its own specific terms and provisions based on the objectives and requirements of the trust and the parties involved.