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

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US-EG-9408
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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 Massachusetts Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a comprehensive contractual arrangement defining the terms and conditions under which EPSF Advisors will provide specific sub-administrative services to First Data Investor Services Group in the state of Massachusetts. This agreement outlines the responsibilities, obligations, and limitations of both parties involved, ensuring a smooth and efficient provision of sub-administrative services. Keywords: Massachusetts Sub-Administration Agreement, First Data Investor Services Group, EPSF Advisors, rendering certain sub-administrative services. There may be different types or variations of the Massachusetts Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services, including: 1. Standard Massachusetts Sub-Administration Agreement: This is the regular agreement that covers the core components of the sub-administrative services provided by EPSF Advisors to First Data Investor Services Group in Massachusetts. It includes the general terms and conditions applicable to their partnership in delivering sub-administrative services. 2. Massachusetts Sub-Administration Agreement — Enhanced Services: This type of agreement goes beyond the standard services and includes additional specialized or enhanced sub-administrative services provided by EPSF Advisors to First Data Investor Services Group in Massachusetts. It may include services such as advanced reporting, customized data analysis, or specific regulatory compliance assistance. 3. Massachusetts Sub-Administration Agreement — Limited Services: In some cases, First Data Investor Services Group and EPSF Advisors may opt for a limited agreement that focuses on a specific subset of sub-administrative services required solely in Massachusetts. This agreement may exclude certain services covered in the standard agreement and is tailored to meet specific needs or compliance requirements within the state. 4. Massachusetts Sub-Administration Agreement — Pilot Program: This agreement type is utilized when both parties want to test new sub-administrative services or processes in the Massachusetts market. It outlines the specific terms and conditions for conducting the pilot program, including the duration, scope, and evaluation criteria. These different types of Massachusetts Sub-Administration Agreements ensure that the specific sub-administrative service requirements of First Data Investor Services Group are met in compliance with Massachusetts regulations, while also allowing flexibility to cater to specialized needs or explore innovative solutions within the state.

The Massachusetts Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a comprehensive contractual arrangement defining the terms and conditions under which EPSF Advisors will provide specific sub-administrative services to First Data Investor Services Group in the state of Massachusetts. This agreement outlines the responsibilities, obligations, and limitations of both parties involved, ensuring a smooth and efficient provision of sub-administrative services. Keywords: Massachusetts Sub-Administration Agreement, First Data Investor Services Group, EPSF Advisors, rendering certain sub-administrative services. There may be different types or variations of the Massachusetts Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services, including: 1. Standard Massachusetts Sub-Administration Agreement: This is the regular agreement that covers the core components of the sub-administrative services provided by EPSF Advisors to First Data Investor Services Group in Massachusetts. It includes the general terms and conditions applicable to their partnership in delivering sub-administrative services. 2. Massachusetts Sub-Administration Agreement — Enhanced Services: This type of agreement goes beyond the standard services and includes additional specialized or enhanced sub-administrative services provided by EPSF Advisors to First Data Investor Services Group in Massachusetts. It may include services such as advanced reporting, customized data analysis, or specific regulatory compliance assistance. 3. Massachusetts Sub-Administration Agreement — Limited Services: In some cases, First Data Investor Services Group and EPSF Advisors may opt for a limited agreement that focuses on a specific subset of sub-administrative services required solely in Massachusetts. This agreement may exclude certain services covered in the standard agreement and is tailored to meet specific needs or compliance requirements within the state. 4. Massachusetts Sub-Administration Agreement — Pilot Program: This agreement type is utilized when both parties want to test new sub-administrative services or processes in the Massachusetts market. It outlines the specific terms and conditions for conducting the pilot program, including the duration, scope, and evaluation criteria. These different types of Massachusetts Sub-Administration Agreements ensure that the specific sub-administrative service requirements of First Data Investor Services Group are met in compliance with Massachusetts regulations, while also allowing flexibility to cater to specialized needs or explore innovative solutions within the state.

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