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

• Category: Corporations - Public - Administration
• State: Multi-State
• Control #: US-EG-9408
• Format: Word; Rich Text

Description

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 Michigan Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a legally binding contract that outlines the terms and conditions under which EPSF Advisors, Inc. will provide certain sub-administrative services to First Data Investor Services Group, Inc. This agreement is specific to operations taking place within the state of Michigan. The agreement entails a comprehensive description of the sub-administrative services to be rendered by EPSF Advisors, Inc. This includes tasks such as data management, record keeping, transaction processing, fund accounting, financial reporting, and compliance monitoring. EPSF Advisors, Inc. will ensure these services are performed accurately, efficiently, and in accordance with relevant laws and regulations. Furthermore, the agreement defines the responsibilities and obligations of both parties involved. First Data Investor Services Group, Inc. is responsible for providing the necessary information and documentation to EPSF Advisors, Inc. for the efficient provision of sub-administrative services. They must also compensate EPSF Advisors, Inc. for their services as per the agreed-upon terms and in a timely manner. On the other hand, EPSF Advisors, Inc. is accountable for ensuring that their personnel possess the necessary qualifications, experience, and expertise to perform the sub-administrative services proficiently. They must adhere to industry best practices and exercise due diligence in executing their tasks. In addition to the standard Michigan Sub-Administration Agreement, there might be variations or specialized agreements specific to different aspects of sub-administrative services. Some possible types of Michigan Sub-Administration Agreements between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. could include: 1. Mutual Confidentiality Agreement: This agreement ensures that both parties maintain confidentiality of sensitive information exchanged during the sub-administrative services. It outlines the scope of confidentiality, permitted use of information, and procedures for handling confidential data. 2. Service-Level Agreement (SLA): This agreement establishes specific performance metrics, standards, and targets that EPSF Advisors, Inc. must meet while delivering sub-administrative services. It describes key performance indicators (KPIs), response times, error rates, and other measurable elements that define service quality. 3. Compliance Agreement: This specialized agreement addresses the compliance obligations and responsibilities of EPSF Advisors, Inc. in performing sub-administrative services. It outlines the applicable laws, regulations, policies, and procedures that must be followed to ensure compliance with industry standards and legal requirements. These specialized agreements, if applicable, would be separate documents that supplement the overarching Michigan Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. They aim to address specific aspects of the sub-administrative services arrangement, ensuring all parties are aligned and protected while providing clarity on crucial components of the partnership.

The Michigan Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a legally binding contract that outlines the terms and conditions under which EPSF Advisors, Inc. will provide certain sub-administrative services to First Data Investor Services Group, Inc. This agreement is specific to operations taking place within the state of Michigan. The agreement entails a comprehensive description of the sub-administrative services to be rendered by EPSF Advisors, Inc. This includes tasks such as data management, record keeping, transaction processing, fund accounting, financial reporting, and compliance monitoring. EPSF Advisors, Inc. will ensure these services are performed accurately, efficiently, and in accordance with relevant laws and regulations. Furthermore, the agreement defines the responsibilities and obligations of both parties involved. First Data Investor Services Group, Inc. is responsible for providing the necessary information and documentation to EPSF Advisors, Inc. for the efficient provision of sub-administrative services. They must also compensate EPSF Advisors, Inc. for their services as per the agreed-upon terms and in a timely manner. On the other hand, EPSF Advisors, Inc. is accountable for ensuring that their personnel possess the necessary qualifications, experience, and expertise to perform the sub-administrative services proficiently. They must adhere to industry best practices and exercise due diligence in executing their tasks. In addition to the standard Michigan Sub-Administration Agreement, there might be variations or specialized agreements specific to different aspects of sub-administrative services. Some possible types of Michigan Sub-Administration Agreements between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. could include: 1. Mutual Confidentiality Agreement: This agreement ensures that both parties maintain confidentiality of sensitive information exchanged during the sub-administrative services. It outlines the scope of confidentiality, permitted use of information, and procedures for handling confidential data. 2. Service-Level Agreement (SLA): This agreement establishes specific performance metrics, standards, and targets that EPSF Advisors, Inc. must meet while delivering sub-administrative services. It describes key performance indicators (KPIs), response times, error rates, and other measurable elements that define service quality. 3. Compliance Agreement: This specialized agreement addresses the compliance obligations and responsibilities of EPSF Advisors, Inc. in performing sub-administrative services. It outlines the applicable laws, regulations, policies, and procedures that must be followed to ensure compliance with industry standards and legal requirements. These specialized agreements, if applicable, would be separate documents that supplement the overarching Michigan Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. They aim to address specific aspects of the sub-administrative services arrangement, ensuring all parties are aligned and protected while providing clarity on crucial components of the partnership.