District of Columbia Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment

• Category: Corporations - Public - Administration
• State: Multi-State
• Control #: US-EG-9407
• Format: Word; Rich Text

Description

Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment portfolios dated October 1, 1999. 13 pages. The District of Columbia Administration Agreement is a legally binding contract between EPSF Advisors, Inc. and Third Avenue Trust. This agreement outlines the terms and conditions under which EPSF Advisors, Inc. will provide administrative services related to investment management for Third Avenue Trust. The main purpose of the agreement is to establish a professional relationship between the parties involved, ensuring efficient and effective administration of investment-related activities. EPSF Advisors, Inc. is retained to provide administrative support and expertise to Third Avenue Trust, allowing them to focus on their core investment strategies without the burden of administrative tasks. Under the District of Columbia Administration Agreement, EPSF Advisors, Inc. will handle various administrative responsibilities. These may include but are not limited to, record-keeping, regulatory compliance, financial reporting, investor communications, and coordination of meetings. EPSF Advisors, Inc. will act as a liaison between Third Avenue Trust and outside service providers, such as custodians and legal counsel, ensuring smooth operations and compliance with industry regulations. The agreement also establishes the terms and conditions under which EPSF Advisors, Inc. will be compensated for their services. The compensation structure may vary, depending on the specific terms negotiated by the parties involved. Generally, compensation may be a fixed fee, a percentage of assets under administration, or a combination of both. It is important to note that there may be different types of District of Columbia Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust, depending on the specific nature of the investment and administrative services required. Some variations of these agreements may include: 1. Investment Management Administration Agreement: This type of agreement focuses primarily on the administrative aspects of investment management, including record-keeping, reporting, and investor communication. It outlines the responsibilities of EPSF Advisors, Inc. in supporting Third Avenue Trust's investment strategies. 2. Compliance Administration Agreement: This agreement emphasizes regulatory compliance and ensures that EPSF Advisors, Inc. assists Third Avenue Trust in meeting all applicable laws and regulations governing their investment activities. It includes provisions related to reporting, filing, and monitoring compliance with industry standards. 3. Financial Administration Agreement: In this type of agreement, EPSF Advisors, Inc. takes on the responsibility of managing financial aspects related to the investment activities of Third Avenue Trust. This may include budgeting, forecasting, cash management, and financial reporting. In conclusion, the District of Columbia Administration Agreement establishes the terms and conditions for EPSF Advisors, Inc. to provide administrative services to Third Avenue Trust. This agreement ensures a mutually beneficial relationship, where EPSF Advisors, Inc. supports Third Avenue Trust in the efficient management of their investments, allowing them to focus on investment strategies and achieving their financial goals.

The District of Columbia Administration Agreement is a legally binding contract between EPSF Advisors, Inc. and Third Avenue Trust. This agreement outlines the terms and conditions under which EPSF Advisors, Inc. will provide administrative services related to investment management for Third Avenue Trust. The main purpose of the agreement is to establish a professional relationship between the parties involved, ensuring efficient and effective administration of investment-related activities. EPSF Advisors, Inc. is retained to provide administrative support and expertise to Third Avenue Trust, allowing them to focus on their core investment strategies without the burden of administrative tasks. Under the District of Columbia Administration Agreement, EPSF Advisors, Inc. will handle various administrative responsibilities. These may include but are not limited to, record-keeping, regulatory compliance, financial reporting, investor communications, and coordination of meetings. EPSF Advisors, Inc. will act as a liaison between Third Avenue Trust and outside service providers, such as custodians and legal counsel, ensuring smooth operations and compliance with industry regulations. The agreement also establishes the terms and conditions under which EPSF Advisors, Inc. will be compensated for their services. The compensation structure may vary, depending on the specific terms negotiated by the parties involved. Generally, compensation may be a fixed fee, a percentage of assets under administration, or a combination of both. It is important to note that there may be different types of District of Columbia Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust, depending on the specific nature of the investment and administrative services required. Some variations of these agreements may include: 1. Investment Management Administration Agreement: This type of agreement focuses primarily on the administrative aspects of investment management, including record-keeping, reporting, and investor communication. It outlines the responsibilities of EPSF Advisors, Inc. in supporting Third Avenue Trust's investment strategies. 2. Compliance Administration Agreement: This agreement emphasizes regulatory compliance and ensures that EPSF Advisors, Inc. assists Third Avenue Trust in meeting all applicable laws and regulations governing their investment activities. It includes provisions related to reporting, filing, and monitoring compliance with industry standards. 3. Financial Administration Agreement: In this type of agreement, EPSF Advisors, Inc. takes on the responsibility of managing financial aspects related to the investment activities of Third Avenue Trust. This may include budgeting, forecasting, cash management, and financial reporting. In conclusion, the District of Columbia Administration Agreement establishes the terms and conditions for EPSF Advisors, Inc. to provide administrative services to Third Avenue Trust. This agreement ensures a mutually beneficial relationship, where EPSF Advisors, Inc. supports Third Avenue Trust in the efficient management of their investments, allowing them to focus on investment strategies and achieving their financial goals.