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
The District of Columbia Trust Agreement refers to a legal agreement involving various entities, including Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement outlines the terms and conditions under which these entities collaborate and administer trust-related services within the District of Columbia. Nike Securities, L.P., a prominent financial institution, plays a pivotal role in the District of Columbia Trust Agreement. It acts as a trustee, managing the assets placed under its care by various clients. By offering expert financial guidance and services, Nike Securities ensures the proper administration and growth of funds held in trust. The Chase Manhattan Bank, a renowned banking institution, is another key participant in the District of Columbia Trust Agreement. It serves as a corporate trustee, responsible for safeguarding and managing trust assets according to the agreement's provisions. With its vast experience and financial expertise, The Chase Manhattan Bank ensures the adherence to legal and fiduciary responsibilities in all trust-related matters. BASIS Fund Services Ohio, Inc. is a specialized financial service provider involved in the District of Columbia Trust Agreement. As a trusted partner, BASIS offers comprehensive support in administrative functions such as back-office operations, regulatory compliance, and reporting. By relying on BASIS, the other parties can effectively handle complex trust administration tasks while maintaining regulatory compliance. Additionally, First Trust Advisors, L.P., an esteemed investment management company, contributes its expertise in the District of Columbia Trust Agreement. First Trust Advisors helps design and implement investment strategies for trust assets based on the goals and preferences of the beneficiaries. Through their comprehensive range of financial products and services, First Trust Advisors aims to optimize the performance and growth of the trust portfolio. The District of Columbia Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P., encompasses various types of trusts. These may include revocable and irrevocable trusts, testamentary trusts, charitable trusts, and more. Each type of trust serves specific purposes such as wealth preservation, estate planning, charitable giving, or protection of assets. The involvement of these entities within the District of Columbia Trust Agreement ensures the efficient administration and management of these diverse trust arrangements, enhancing the financial well-being of individuals and organizations in the region.
The District of Columbia Trust Agreement refers to a legal agreement involving various entities, including Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement outlines the terms and conditions under which these entities collaborate and administer trust-related services within the District of Columbia. Nike Securities, L.P., a prominent financial institution, plays a pivotal role in the District of Columbia Trust Agreement. It acts as a trustee, managing the assets placed under its care by various clients. By offering expert financial guidance and services, Nike Securities ensures the proper administration and growth of funds held in trust. The Chase Manhattan Bank, a renowned banking institution, is another key participant in the District of Columbia Trust Agreement. It serves as a corporate trustee, responsible for safeguarding and managing trust assets according to the agreement's provisions. With its vast experience and financial expertise, The Chase Manhattan Bank ensures the adherence to legal and fiduciary responsibilities in all trust-related matters. BASIS Fund Services Ohio, Inc. is a specialized financial service provider involved in the District of Columbia Trust Agreement. As a trusted partner, BASIS offers comprehensive support in administrative functions such as back-office operations, regulatory compliance, and reporting. By relying on BASIS, the other parties can effectively handle complex trust administration tasks while maintaining regulatory compliance. Additionally, First Trust Advisors, L.P., an esteemed investment management company, contributes its expertise in the District of Columbia Trust Agreement. First Trust Advisors helps design and implement investment strategies for trust assets based on the goals and preferences of the beneficiaries. Through their comprehensive range of financial products and services, First Trust Advisors aims to optimize the performance and growth of the trust portfolio. The District of Columbia Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P., encompasses various types of trusts. These may include revocable and irrevocable trusts, testamentary trusts, charitable trusts, and more. Each type of trust serves specific purposes such as wealth preservation, estate planning, charitable giving, or protection of assets. The involvement of these entities within the District of Columbia Trust Agreement ensures the efficient administration and management of these diverse trust arrangements, enhancing the financial well-being of individuals and organizations in the region.