Maryland Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust

• Category: Corporations - Public - Agreements - Trusts
• State: Multi-State
• Control #: US-EG-9280
• Format: Word; Rich Text

Description

Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust - Select Global 30 Portfolio 2000-1 dated January 5, 2000. 6 pages. The Maryland Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York is a legally binding document that outlines the terms and conditions governing the Select Equity Trust. This agreement establishes a trust relationship between Dean Witter Reynolds, Inc. and The Bank of New York, where the latter acts as the trustee for the trust assets. The Select Equity Trust is a type of investment vehicle that allows individuals or entities to pool their funds for the purpose of investing in a diversified portfolio of equity securities. By participating in this trust, investors can gain exposure to a broad range of stocks while benefiting from the expertise of professional investment managers. Under the Maryland Trust Agreement Reference Trust Agreement, Dean Witter Reynolds, Inc. serves as the investment advisor for the Select Equity Trust, responsible for making investment decisions and managing the trust's assets. The Bank of New York, as the trustee, holds legal title to the securities and other assets within the trust, ensuring they are safeguarded and managed in accordance with the agreement. This trust agreement outlines the rights and responsibilities of both parties, including the scope of the trustee's authority, the investment objectives and restrictions, the valuation of the trust assets, the distribution of income and capital gains, and the procedures for amending or terminating the trust. It is important to note that while the Maryland Trust Agreement Reference Trust Agreement remains the primary document governing the Select Equity Trust, there might be variations of it depending on the specific terms and conditions agreed upon between Dean Witter Reynolds, Inc. and The Bank of New York for different instances. These variations could arise from different investment strategies, asset allocation preferences, or specific client requirements, among other factors. However, the aforementioned agreement acts as a reference point and sets the guidelines for any tailored variations or additions.

The Maryland Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York is a legally binding document that outlines the terms and conditions governing the Select Equity Trust. This agreement establishes a trust relationship between Dean Witter Reynolds, Inc. and The Bank of New York, where the latter acts as the trustee for the trust assets. The Select Equity Trust is a type of investment vehicle that allows individuals or entities to pool their funds for the purpose of investing in a diversified portfolio of equity securities. By participating in this trust, investors can gain exposure to a broad range of stocks while benefiting from the expertise of professional investment managers. Under the Maryland Trust Agreement Reference Trust Agreement, Dean Witter Reynolds, Inc. serves as the investment advisor for the Select Equity Trust, responsible for making investment decisions and managing the trust's assets. The Bank of New York, as the trustee, holds legal title to the securities and other assets within the trust, ensuring they are safeguarded and managed in accordance with the agreement. This trust agreement outlines the rights and responsibilities of both parties, including the scope of the trustee's authority, the investment objectives and restrictions, the valuation of the trust assets, the distribution of income and capital gains, and the procedures for amending or terminating the trust. It is important to note that while the Maryland Trust Agreement Reference Trust Agreement remains the primary document governing the Select Equity Trust, there might be variations of it depending on the specific terms and conditions agreed upon between Dean Witter Reynolds, Inc. and The Bank of New York for different instances. These variations could arise from different investment strategies, asset allocation preferences, or specific client requirements, among other factors. However, the aforementioned agreement acts as a reference point and sets the guidelines for any tailored variations or additions.