Maryland Trust Agreement is a legal contract entered into between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement establishes the terms and conditions under which these entities collaborate to manage investment assets within the state of Maryland. Nike Securities, L.P. is an investment firm that specializes in securities trading, portfolio management, and investment advisory services. They work in conjunction with The Chase Manhattan Bank, a renowned financial institution providing various banking and investment services globally. BASIS Fund Services Ohio, Inc. is a trusted provider of fund administration, accounting, and reporting services in the state of Ohio. They operate as a subsidiary of BASIS, a prominent financial services company. First Trust Advisors, L.P. is an asset management firm that offers a range of investment solutions to individuals, institutions, and financial advisors. They strive to deliver superior investment performance through rigorous research and prudent investment strategies. The Maryland Trust Agreement between these entities outlines the responsibilities, obligations, and rights of each participant. It typically covers elements such as the appointment and role of a trustee, the investment guidelines and objectives, the distribution of income and capital gains, and the reporting and record-keeping requirements. Within the realm of Maryland Trust Agreement, there can be various types or variations, depending on the specific nature and purpose of the trust. For example: 1. Maryland Trust Agreement for Prepaid Tuition Plans: Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. may collaborate to manage trust assets for college savings plans in Maryland, ensuring funds are appropriately invested and distributed to cover prepaid tuition expenses. 2. Maryland Trust Agreement for Charitable Trusts: In this case, the agreement could pertain to managing trust assets designated for charitable purposes within the state of Maryland. The participating entities would work together to ensure effective management and proper distribution of funds to chosen charitable beneficiaries. 3. Maryland Trust Agreement for Retirement Trusts: This variation could involve managing trust assets held for retirement purposes in Maryland, where Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. collectively oversee the investments and ensure compliance with relevant tax regulations. Overall, the Maryland Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. serves as a critical legal framework supporting the efficient management, growth, and distributions of various types of trusts within the state of Maryland.
Maryland Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P.
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