The Montana Trust Agreement is a legally binding document between Dean Witter Reynolds, Inc. and The Bank of New York, specifically pertaining to the Select Equity Trust. This agreement serves as a reference for the terms and conditions for managing the Select Equity Trust, aiming to provide a comprehensive framework for both entities involved. The purpose of the Montana Trust Agreement is to establish guidelines for the investment management and administration of the Select Equity Trust. It outlines the responsibilities, rights, and obligations of Dean Witter Reynolds, Inc. and The Bank of New York, ensuring the efficient and effective execution of trust-related activities. This agreement not only protects the interests of both parties but also safeguards the assets and interests of the Select Equity Trust's beneficiaries. Under the Montana Trust Agreement, there are several types or sections that may be included, tailoring the agreement to the specific needs and objectives of the Select Equity Trust. These sections may include, but are not limited to: 1. Investment Objectives: Clearly defining the investment objectives and strategies for the Select Equity Trust. This section outlines the desired returns, risk tolerance, and portfolio diversification goals, which Dean Witter Reynolds, Inc. and The Bank of New York must follow while managing the trust's assets. 2. Asset Management: Describing the responsibilities and authorities entrusted to Dean Witter Reynolds, Inc. as the asset manager, specifying the investment methods, trade execution guidelines, and reporting requirements. This section also outlines the monitoring processes and accountabilities to ensure compliance with the agreed-upon investment objectives. 3. Custodial Services: Detailing The Bank of New York's responsibilities as the custodian, including safekeeping and administration of the trust assets, facilitating settlements, and maintaining proper records. This section may also discuss fee structures, reporting, and auditing requirements for the custodial services provided. 4. Distribution of Income and Capital: Outlining the processes and criteria for the distribution of income generated by the Select Equity Trust, as well as guidelines for any capital distribution or reinvestment of proceeds. This section ensures transparency and fairness in the distribution process, guaranteeing that beneficiaries' interests are properly addressed. 5. Termination and Amendment: Specifying the conditions under which the Montana Trust Agreement can be terminated or amended. This section may discuss required notice periods, consensus among the involved parties, and any associated costs or penalties. It is important to note that the specific contents of the Montana Trust Agreement may vary based on the unique circumstances of the Select Equity Trust and the preferences of the involved parties. Understanding the details of this legally binding agreement is crucial for effective trust management and fulfilling the fiduciary responsibilities of all parties involved.
Montana Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust
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