Montana 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 The Montana Trust Agreement is a legal contract that involves four prominent entities: Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement is designed to establish and outline the terms and conditions of a trust relationship between these entities in the state of Montana. Nike Securities, L.P. is a well-known financial institution that specializes in security brokerage services. They actively engage in trading securities and provide investment advice to clients seeking to optimize their investment portfolios. Within the Montana Trust Agreement, Nike Securities, L.P. may play a pivotal role in managing and overseeing the trust's investment activities and ensuring compliance with relevant securities regulations. On the other hand, The Chase Manhattan Bank brings its extensive experience in banking and financial services to the Montana Trust Agreement. As a renowned global bank, they may be responsible for acting as the trustee or custodian of the trust assets, ensuring their safekeeping and proper administration. BASIS Fund Services Ohio, Inc. is a reputable fund administration company that specializes in providing comprehensive services to investment funds, including mutual funds, hedge funds, and private equity funds. In the context of the Montana Trust Agreement, BASIS Fund Services Ohio, Inc. may be responsible for providing administrative support, accounting, and reporting services for the trust. Lastly, First Trust Advisors, L.P. is a leading asset management firm known for its expertise in creating and managing investment funds. They may be involved in the Montana Trust Agreement as the investment advisor, responsible for developing investment strategies, making investment decisions, and monitoring the performance of the trust assets. These entities collectively form the core participants in the Montana Trust Agreement, each fulfilling a specific role within the trust structure. By leveraging their expertise and services, the trust agreement aims to effectively manage and grow the assets held within the trust while safeguarding the interests of the beneficiaries. Overall, the Montana Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. combines the strengths of these reputable institutions to create a well-structured and legally binding trust relationship, providing individuals or organizations in Montana with a robust vehicle to manage and protect their assets.

The Montana Trust Agreement is a legal contract that involves four prominent entities: Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement is designed to establish and outline the terms and conditions of a trust relationship between these entities in the state of Montana. Nike Securities, L.P. is a well-known financial institution that specializes in security brokerage services. They actively engage in trading securities and provide investment advice to clients seeking to optimize their investment portfolios. Within the Montana Trust Agreement, Nike Securities, L.P. may play a pivotal role in managing and overseeing the trust's investment activities and ensuring compliance with relevant securities regulations. On the other hand, The Chase Manhattan Bank brings its extensive experience in banking and financial services to the Montana Trust Agreement. As a renowned global bank, they may be responsible for acting as the trustee or custodian of the trust assets, ensuring their safekeeping and proper administration. BASIS Fund Services Ohio, Inc. is a reputable fund administration company that specializes in providing comprehensive services to investment funds, including mutual funds, hedge funds, and private equity funds. In the context of the Montana Trust Agreement, BASIS Fund Services Ohio, Inc. may be responsible for providing administrative support, accounting, and reporting services for the trust. Lastly, First Trust Advisors, L.P. is a leading asset management firm known for its expertise in creating and managing investment funds. They may be involved in the Montana Trust Agreement as the investment advisor, responsible for developing investment strategies, making investment decisions, and monitoring the performance of the trust assets. These entities collectively form the core participants in the Montana Trust Agreement, each fulfilling a specific role within the trust structure. By leveraging their expertise and services, the trust agreement aims to effectively manage and grow the assets held within the trust while safeguarding the interests of the beneficiaries. Overall, the Montana Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. combines the strengths of these reputable institutions to create a well-structured and legally binding trust relationship, providing individuals or organizations in Montana with a robust vehicle to manage and protect their assets.