Michigan Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P.

• Category: Corporations - Public - Agreements - Trusts
• State: Multi-State
• Control #: US-EG-9036
• Format: Word; Rich Text

Description

Trust Agreement btwn Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P. dated Dec. 30, 1999. 29 pages Michigan Trust Agreement: A Michigan Trust Agreement is a legal document that establishes the terms and conditions of a trust arrangement in the state of Michigan. It outlines the responsibilities, powers, and limitations of the trustee(s) and beneficiaries involved. The agreement provides a clear framework for managing and distributing assets within the trust, ensuring compliance with state regulations and guidelines. Nike Securities, L.P.: Nike Securities, L.P. is an investment firm specializing in securities trading and investments. They offer a range of financial services, including investment advisory, asset management, and securities brokerage services. Nike Securities, L.P. aims to provide tailored investment solutions to individuals, corporations, and institutional clients, leveraging their expertise and market knowledge. The Chase Manhattan Bank: The Chase Manhattan Bank is a prominent financial institution offering a wide array of banking services to individuals, businesses, and corporations. Founded in 1799, it has a long-standing history and is recognized for providing comprehensive banking solutions, including commercial banking, personal banking, asset management, and investment services. The Chase Manhattan Bank prioritizes customer satisfaction and strives to deliver innovative and convenient banking experiences. BASIS Fund Services Ohio, Inc.: BASIS Fund Services Ohio, Inc. is a subsidiary of BASIS Group Inc., a leading financial services provider offering specialized fund administration and outsourcing solutions. Their services include fund accounting, transfer agency, compliance monitoring, and reporting services to mutual funds, hedge funds, and other investment vehicles. BASIS Fund Services Ohio, Inc. aims to enhance operational efficiency and reduce administrative burdens for investment managers and fund sponsors. First Trust Advisors, L.P.: First Trust Advisors, L.P. is an investment management firm that offers a diverse range of investment products and solutions. They specialize in creating and managing exchange-traded funds (ETFs), mutual funds, closed-end funds, and separate accounts for individual and institutional investors. First Trust Advisors, L.P. focuses on delivering consistent performance, risk management, and customized investment strategies to meet clients' unique investment goals. Different Types: 1. Michigan Trust Agreement for Estate Planning: This type of trust agreement is specifically designed to facilitate the transfer of assets to heirs or beneficiaries while minimizing estate taxes and probate costs. It provides a framework for managing and distributing assets according to the settler's wishes, ensuring a smooth transition of wealth to future generations. 2. Michigan Trust Agreement for Charitable Trusts: In this type of trust agreement, assets are dedicated to supporting charitable organizations or causes. The trust agreement outlines the terms for the distribution of funds, allowing philanthropically inclined individuals or institutions to create a lasting charitable legacy. 3. Nike Securities, L.P. Investment Trust Agreement: This type of trust agreement is created between Nike Securities, L.P. and its clients who wish to entrust their assets to the firm for investment purposes. It outlines the responsibilities, terms, and conditions under which Nike Securities, L.P. will manage and invest the client's assets to achieve the client's financial goals. 4. First Trust Advisors, L.P. ETF Trust Agreement: This type of trust agreement is established between First Trust Advisors, L.P. and investors looking to invest in exchange-traded funds (ETFs) managed by the firm. It details the rights and obligations of both parties, including the management fees, investment strategy, and distribution policies associated with the ETF.

Michigan Trust Agreement: A Michigan Trust Agreement is a legal document that establishes the terms and conditions of a trust arrangement in the state of Michigan. It outlines the responsibilities, powers, and limitations of the trustee(s) and beneficiaries involved. The agreement provides a clear framework for managing and distributing assets within the trust, ensuring compliance with state regulations and guidelines. Nike Securities, L.P.: Nike Securities, L.P. is an investment firm specializing in securities trading and investments. They offer a range of financial services, including investment advisory, asset management, and securities brokerage services. Nike Securities, L.P. aims to provide tailored investment solutions to individuals, corporations, and institutional clients, leveraging their expertise and market knowledge. The Chase Manhattan Bank: The Chase Manhattan Bank is a prominent financial institution offering a wide array of banking services to individuals, businesses, and corporations. Founded in 1799, it has a long-standing history and is recognized for providing comprehensive banking solutions, including commercial banking, personal banking, asset management, and investment services. The Chase Manhattan Bank prioritizes customer satisfaction and strives to deliver innovative and convenient banking experiences. BASIS Fund Services Ohio, Inc.: BASIS Fund Services Ohio, Inc. is a subsidiary of BASIS Group Inc., a leading financial services provider offering specialized fund administration and outsourcing solutions. Their services include fund accounting, transfer agency, compliance monitoring, and reporting services to mutual funds, hedge funds, and other investment vehicles. BASIS Fund Services Ohio, Inc. aims to enhance operational efficiency and reduce administrative burdens for investment managers and fund sponsors. First Trust Advisors, L.P.: First Trust Advisors, L.P. is an investment management firm that offers a diverse range of investment products and solutions. They specialize in creating and managing exchange-traded funds (ETFs), mutual funds, closed-end funds, and separate accounts for individual and institutional investors. First Trust Advisors, L.P. focuses on delivering consistent performance, risk management, and customized investment strategies to meet clients' unique investment goals. Different Types: 1. Michigan Trust Agreement for Estate Planning: This type of trust agreement is specifically designed to facilitate the transfer of assets to heirs or beneficiaries while minimizing estate taxes and probate costs. It provides a framework for managing and distributing assets according to the settler's wishes, ensuring a smooth transition of wealth to future generations. 2. Michigan Trust Agreement for Charitable Trusts: In this type of trust agreement, assets are dedicated to supporting charitable organizations or causes. The trust agreement outlines the terms for the distribution of funds, allowing philanthropically inclined individuals or institutions to create a lasting charitable legacy. 3. Nike Securities, L.P. Investment Trust Agreement: This type of trust agreement is created between Nike Securities, L.P. and its clients who wish to entrust their assets to the firm for investment purposes. It outlines the responsibilities, terms, and conditions under which Nike Securities, L.P. will manage and invest the client's assets to achieve the client's financial goals. 4. First Trust Advisors, L.P. ETF Trust Agreement: This type of trust agreement is established between First Trust Advisors, L.P. and investors looking to invest in exchange-traded funds (ETFs) managed by the firm. It details the rights and obligations of both parties, including the management fees, investment strategy, and distribution policies associated with the ETF.