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Indiana Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services

State:
Multi-State
Control #:
US-EG-9408
Format:
Word; 
Rich Text
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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, The Indiana Sub-Administration Agreement is a legally binding contract between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. This agreement pertains to the rendering of certain sub-administrative services. Under this agreement, First Data Investor Services Group, Inc. agrees to provide sub-administrative services to EPSF Advisors, Inc. These services include but are not limited to document management, record keeping, data processing, and reporting. EPSF Advisors, Inc. entrusts First Data Investor Services Group, Inc. with these responsibilities in order to ensure efficient operational support and administration of their investment products and services. The agreement outlines the specific duties and responsibilities of both parties involved. First Data Investor Services Group, Inc. agrees to perform these sub-administrative services with due diligence, professionalism, and in compliance with industry standards and regulations. EPSF Advisors, Inc. agrees to provide all necessary information, documentation, and cooperation required for the successful execution of the sub-administrative services. Additionally, the agreement may include provisions related to confidentiality, intellectual property rights, termination, and dispute resolution. These ensure that both parties protect sensitive information, respect each other's intellectual property, have defined procedures for ending the agreement, and establish a framework for resolving any conflicts that may arise. It is worth noting that variations of Indiana Sub-Administration Agreements may exist depending on the specific sub-administrative services being rendered. For example, there could be agreements dedicated to sub-administration of mutual funds, hedge funds, or private equity funds. Each agreement may have its own unique terms and conditions tailored to the specific requirements and regulatory considerations of the investment product or service involved. However, the core purpose of these agreements remains the same — to establish a clear contractual relationship between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. for the provision of certain sub-administrative services.

The Indiana Sub-Administration Agreement is a legally binding contract between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. This agreement pertains to the rendering of certain sub-administrative services. Under this agreement, First Data Investor Services Group, Inc. agrees to provide sub-administrative services to EPSF Advisors, Inc. These services include but are not limited to document management, record keeping, data processing, and reporting. EPSF Advisors, Inc. entrusts First Data Investor Services Group, Inc. with these responsibilities in order to ensure efficient operational support and administration of their investment products and services. The agreement outlines the specific duties and responsibilities of both parties involved. First Data Investor Services Group, Inc. agrees to perform these sub-administrative services with due diligence, professionalism, and in compliance with industry standards and regulations. EPSF Advisors, Inc. agrees to provide all necessary information, documentation, and cooperation required for the successful execution of the sub-administrative services. Additionally, the agreement may include provisions related to confidentiality, intellectual property rights, termination, and dispute resolution. These ensure that both parties protect sensitive information, respect each other's intellectual property, have defined procedures for ending the agreement, and establish a framework for resolving any conflicts that may arise. It is worth noting that variations of Indiana Sub-Administration Agreements may exist depending on the specific sub-administrative services being rendered. For example, there could be agreements dedicated to sub-administration of mutual funds, hedge funds, or private equity funds. Each agreement may have its own unique terms and conditions tailored to the specific requirements and regulatory considerations of the investment product or service involved. However, the core purpose of these agreements remains the same — to establish a clear contractual relationship between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. for the provision of certain sub-administrative services.

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Indiana Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services