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

State:
Multi-State
Control #:
US-EG-9407
Format:
Word; 
Rich Text
Instant download

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 Kansas Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust is a legally binding document that outlines the terms and conditions under which EPSF Advisors will provide administrative services in relation to investment activities. This comprehensive agreement ensures a smooth and efficient functioning of investment operations, ensuring compliance with all applicable laws and regulations. EPSF Advisors, a well-established financial service provider, offers a range of administrative services that are crucial for effective investment management. By entering into this agreement, Third Avenue Trust recognizes the expertise and reliability of EPSF Advisors, and appoints them as the administrative service provider for their investment activities. The key areas covered in the Kansas Administration Agreement include fund accounting, compliance monitoring, financial reporting, shareholder services, and overall administrative support. EPSF Advisors, Inc. commits to efficiently handle these functions, maintaining accurate records, ensuring regulatory compliance, and providing timely reports to Third Avenue Trust. With a focus on investment related administration, EPSF Advisors specializes in tasks such as investment trade processing, portfolio valuation, and reconciliation. By leveraging their state-of-the-art technology and experienced professionals, EPSF Advisors ensures the accuracy and timeliness of investment transactions, contributing to the efficient management of the investment portfolio. Additionally, the Kansas Administration Agreement may include supplementary provisions based on the specific requirements of Third Avenue Trust. These may involve additional administrative services such as risk management, oversight of service providers, and performance measurement. The agreement is customizable to cater to the unique needs and preferences of Third Avenue Trust, ensuring a tailored approach to investment administration. By executing the Kansas Administration Agreement, EPSF Advisors commits to acting in the best interests of Third Avenue Trust, diligently safeguarding their assets, and maintaining the highest levels of professionalism and integrity. This agreement establishes a strong partnership between the two entities, fostering transparent communication, and facilitating the smooth operation of investment activities. Overall, the Kansas Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust is a vital instrument that formalizes the relationship between the parties involved and sets clear guidelines for the provision of administrative services. It ensures the efficient management of investment operations, promotes compliance with regulations, and ultimately contributes to the success of Third Avenue Trust's investment strategies. (Different types of Kansas Administration Agreements related to retaining EPSF for administrative services in investment businesses may include fee structures, duration of the agreement, termination clauses, specific administrative functions required, and any other terms mutually agreed upon by the parties involved.)

The Kansas Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust is a legally binding document that outlines the terms and conditions under which EPSF Advisors will provide administrative services in relation to investment activities. This comprehensive agreement ensures a smooth and efficient functioning of investment operations, ensuring compliance with all applicable laws and regulations. EPSF Advisors, a well-established financial service provider, offers a range of administrative services that are crucial for effective investment management. By entering into this agreement, Third Avenue Trust recognizes the expertise and reliability of EPSF Advisors, and appoints them as the administrative service provider for their investment activities. The key areas covered in the Kansas Administration Agreement include fund accounting, compliance monitoring, financial reporting, shareholder services, and overall administrative support. EPSF Advisors, Inc. commits to efficiently handle these functions, maintaining accurate records, ensuring regulatory compliance, and providing timely reports to Third Avenue Trust. With a focus on investment related administration, EPSF Advisors specializes in tasks such as investment trade processing, portfolio valuation, and reconciliation. By leveraging their state-of-the-art technology and experienced professionals, EPSF Advisors ensures the accuracy and timeliness of investment transactions, contributing to the efficient management of the investment portfolio. Additionally, the Kansas Administration Agreement may include supplementary provisions based on the specific requirements of Third Avenue Trust. These may involve additional administrative services such as risk management, oversight of service providers, and performance measurement. The agreement is customizable to cater to the unique needs and preferences of Third Avenue Trust, ensuring a tailored approach to investment administration. By executing the Kansas Administration Agreement, EPSF Advisors commits to acting in the best interests of Third Avenue Trust, diligently safeguarding their assets, and maintaining the highest levels of professionalism and integrity. This agreement establishes a strong partnership between the two entities, fostering transparent communication, and facilitating the smooth operation of investment activities. Overall, the Kansas Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust is a vital instrument that formalizes the relationship between the parties involved and sets clear guidelines for the provision of administrative services. It ensures the efficient management of investment operations, promotes compliance with regulations, and ultimately contributes to the success of Third Avenue Trust's investment strategies. (Different types of Kansas Administration Agreements related to retaining EPSF for administrative services in investment businesses may include fee structures, duration of the agreement, termination clauses, specific administrative functions required, and any other terms mutually agreed upon by the parties involved.)

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