Louisiana Sub-Administration Agreement is a contractual arrangement entered into by First Data Investor Services Group, Inc. and EPSF Advisors, Inc. for the purpose of rendering certain sub-administrative services. This agreement outlines the roles, responsibilities, terms, and conditions under which EPSF Advisors, Inc. will provide sub-administrative services to First Data Investor Services Group, Inc., specifically in the state of Louisiana. Key services covered under the Louisiana Sub-Administration Agreement may include but are not limited to fund accounting, fund administration, transfer agency, compliance monitoring, investor reporting, and other related activities within the investment management industry. This agreement ensures efficient and effective coordination between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. in fulfilling their respective obligations and delivering high-quality sub-administrative services to clients operating in Louisiana. The Louisiana Sub-Administration Agreement may further include different types or variations depending on the specific sub-administrative services required or desired by First Data Investor Services Group, Inc. These variations may involve customized terms and conditions, pricing structures, or additional services tailored to meet the unique needs of the parties involved and their clients. By entering into the Louisiana Sub-Administration Agreement, both First Data Investor Services Group, Inc. and EPSF Advisors, Inc. aim to establish a mutually beneficial and long-lasting business relationship, ensuring the effective management and administration of investment funds in Louisiana. This agreement also aims to enhance transparency, compliance, and overall service excellence for clients utilizing the sub-administrative services provided by EPSF Advisors, Inc. In summary, the Louisiana Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a comprehensive contract that governs the provision of sub-administrative services in the investment management industry. It establishes the framework for cooperation, outlines responsibilities, and sets standards to ensure the smooth and successful delivery of these services within the state of Louisiana.
Louisiana Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
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