Kentucky Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P.

State:
Multi-State
Control #:
US-EG-9036
Format:
Word; 
Rich Text
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Description

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 Kentucky Trust Agreement is a legal document that outlines the terms and conditions of a trust relationship between various entities, including Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement governs the obligations, rights, and responsibilities of each party involved in managing and administering the trust. Nike Securities, L.P. is a prominent financial institution involved in securities trading and investment management. They may act as one of the trustees in a Kentucky Trust Agreement, providing expertise in managing and growing the trust's investment portfolio. The Chase Manhattan Bank, a well-known banking institution, might also serve as a trustee in a Kentucky Trust Agreement. Their role is to ensure the proper administration of the trust by handling financial transactions, investment accounts, and providing custody services. BASIS Fund Services Ohio, Inc. is a subsidiary of BASIS, a leading provider of outsourcing solutions for the financial services industry. In the context of a Kentucky Trust Agreement, BASIS Fund Services Ohio, Inc. may be appointed as a trust administrator, responsible for maintaining records, processing transactions, and handling regulatory compliance matters. First Trust Advisors, L.P. is an investment management company that specializes in creating and managing diversified portfolios. In a Kentucky Trust Agreement, First Trust Advisors, L.P. might act as an investment advisor, providing expert guidance on investment strategies, asset allocation, and risk management for the trust's assets. Together, these entities play important roles in the successful execution and administration of the Kentucky Trust Agreement. They ensure that the trust operates in compliance with applicable laws and regulations while striving to maximize returns for the beneficiaries. By leveraging their expertise and resources, they provide comprehensive and robust financial services to the trust's beneficiaries.

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Kentucky Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P.