Title: Massachusetts Administration Agreement: Retaining EPSF Advisors, Inc. for Investment Administrative Services Keywords: Massachusetts Administration Agreement, EPSF Advisors, Third Avenue Trust, administrative services, investment, retaining Introduction: The Massachusetts Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust aims to establish a comprehensive framework for the provision of administrative services in relation to investment. EPSF Advisors, Inc., a trusted entity in the financial services industry, has been chosen by Third Avenue Trust to handle the administrative aspects of their investment activities. This agreement ensures a seamless and efficient operation of investment functions while maintaining compliance with relevant laws and regulations. Types of Massachusetts Administration Agreements: 1. Massachusetts Administration Agreement for Investment Operations: This agreement focuses on the daily operations of the investment process, encompassing tasks such as record-keeping, compliance monitoring, regulatory reporting, and coordination with external service providers. EPSF Advisors, Inc. assumes the responsibility of managing and overseeing these investment operations according to the specified terms and conditions. 2. Massachusetts Administration Agreement for Fund Administration: This type of agreement concerns the administration of investment funds managed by Third Avenue Trust. EPSF Advisors, Inc. undertakes duties associated with fund accounting, investor servicing, financial reporting, and coordination with auditors and regulators. The agreement ensures smooth and accurate management of the investment funds' administrative activities. 3. Massachusetts Administration Agreement for Custodial Services: In this variant, the focus is on the safekeeping and administration of investment assets. EPSF Advisors, Inc. is entrusted with the responsibility of safeguarding the investment holdings, maintaining accurate custody records, and adhering to proper custody and security protocols. This agreement aims to ensure the protection and integrity of the investment assets under the care of EPSF Advisors, Inc. 4. Massachusetts Administration Agreement for Compliance Support: This agreement emphasizes the role of EPSF Advisors, Inc. in providing compliance support and ensuring adherence to applicable laws and regulations. EPSF Advisors, Inc. assists Third Avenue Trust in establishing compliance programs, conducting periodic reviews, and ensuring regulatory compliance across all investment activities. The agreement promotes a culture of compliance within the organization and helps mitigate potential risks and penalties. Conclusion: The Massachusetts Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust covers a wide range of administrative services associated with investment activities. These agreements effectively delegate responsibilities to EPSF Advisors, Inc. for investment operations, fund administration, custodial services, and compliance support in accordance with the specified terms and conditions. By retaining EPSF Advisors, Inc., Third Avenue Trust ensures efficient and compliant management of their investment endeavors.
Massachusetts Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment
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