The Montana Administration Agreement is a vital contractual agreement between EPSF Advisors, Inc. and Third Avenue Trust, whereby EPSF is appointed to provide administrative services for investment purposes. This agreement plays a crucial role in ensuring efficient and effective management of investments while adhering to legal and regulatory guidelines. Keywords: Montana Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, administrative services, investment. Types of Montana Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investment: 1. Standard Montana Administration Agreement: This type of agreement outlines the general terms and conditions under which EPSF Advisors, Inc. will provide administrative services to Third Avenue Trust for their investment activities. It defines the scope of services, responsibilities, fees, and any necessary limitations. 2. Customized Montana Administration Agreement: In certain cases, a customized agreement might be designed to meet specific requirements or preferences of Third Avenue Trust. This agreement would include additional clauses, provisions, or modifications tailored to their unique investment needs, ensuring a more personalized approach to the administrative services rendered by EPSF Advisors, Inc. 3. Term-Specific Montana Administration Agreement: This type of agreement specifies a predetermined term during which EPSF Advisors, Inc. will provide administrative services to Third Avenue Trust. It outlines the exact start and end dates, terms of renewal or termination, and any relevant obligations associated with the specific term. 4. Montana Administration Agreement for Specific Investment Portfolio: In cases where Third Avenue Trust has multiple investment portfolios, a separate agreement may be established for each portfolio. This ensures clarity and allows for individualized administrative services tailored to the requirements of each specific investment portfolio, ultimately optimizing the management of diverse investments. These various types of Montana Administration Agreements address the need for clear, legally binding frameworks between EPSF Advisors, Inc. and Third Avenue Trust, enhancing transparency and defining expectations for the provision of administrative services in relation to investment activities.
The Montana Administration Agreement is a vital contractual agreement between EPSF Advisors, Inc. and Third Avenue Trust, whereby EPSF is appointed to provide administrative services for investment purposes. This agreement plays a crucial role in ensuring efficient and effective management of investments while adhering to legal and regulatory guidelines. Keywords: Montana Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, administrative services, investment. Types of Montana Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investment: 1. Standard Montana Administration Agreement: This type of agreement outlines the general terms and conditions under which EPSF Advisors, Inc. will provide administrative services to Third Avenue Trust for their investment activities. It defines the scope of services, responsibilities, fees, and any necessary limitations. 2. Customized Montana Administration Agreement: In certain cases, a customized agreement might be designed to meet specific requirements or preferences of Third Avenue Trust. This agreement would include additional clauses, provisions, or modifications tailored to their unique investment needs, ensuring a more personalized approach to the administrative services rendered by EPSF Advisors, Inc. 3. Term-Specific Montana Administration Agreement: This type of agreement specifies a predetermined term during which EPSF Advisors, Inc. will provide administrative services to Third Avenue Trust. It outlines the exact start and end dates, terms of renewal or termination, and any relevant obligations associated with the specific term. 4. Montana Administration Agreement for Specific Investment Portfolio: In cases where Third Avenue Trust has multiple investment portfolios, a separate agreement may be established for each portfolio. This ensures clarity and allows for individualized administrative services tailored to the requirements of each specific investment portfolio, ultimately optimizing the management of diverse investments. These various types of Montana Administration Agreements address the need for clear, legally binding frameworks between EPSF Advisors, Inc. and Third Avenue Trust, enhancing transparency and defining expectations for the provision of administrative services in relation to investment activities.
