Montana 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, Montana Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services is a legal document that outlines the terms and conditions under which EPSF Advisors, Inc. will provide sub-administrative services to First Data Investor Services Group, Inc. in Montana. This agreement is crucial for ensuring efficient and effective management of various administrative tasks and responsibilities. Key terms and keywords relevant to this agreement include: 1. Montana Sub-Administration Agreement: This refers to the specific type of agreement made between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. for the provision of sub-administrative services in the state of Montana. 2. First Data Investor Services Group, Inc.: This is the party entering into the agreement as the recipient of sub-administrative services. First Data Investor Services Group, Inc. is likely a financial institution or investment management company. 3. EPSF Advisors, Inc.: This is the party providing the sub-administrative services as outlined in the agreement. EPSF Advisors, Inc. specializes in providing administrative support to financial institutions. 4. Sub-Administrative Services: These are the specific tasks and responsibilities that EPSF Advisors, Inc. will undertake on behalf of First Data Investor Services Group, Inc. The agreement should detail the scope of these services, which may include record-keeping, document management, compliance monitoring, reporting, and other administrative duties. 5. Terms and Conditions: The agreement outlines the terms and conditions that both parties must adhere to during the contract period. These typically include duration, termination clauses, confidentiality provisions, payment terms, and any applicable fees or expenses. 6. Legal Compliance: The agreement should specify that both parties agree to comply with all relevant laws, regulations, and industry standards throughout the duration of the agreement. Different types or variations of the Montana Sub-Administration Agreement may exist based on the specific services required, the scale of operations, and the duration of the agreement. Some potential variations may include: 1. Comprehensive Sub-Administration Agreement: This type of agreement may encompass a wide range of sub-administrative services provided by EPSF Advisors, Inc., covering all necessary administrative tasks for First Data Investor Services Group, Inc. 2. Limited Scope Sub-Administration Agreement: In cases where First Data Investor Services Group, Inc. only requires specific sub-administrative services, this type of agreement may focus on the provision of those particular services. 3. Short-Term Sub-Administration Agreement: If the agreement is intended to be in effect for a specific project or a limited duration, the terms and conditions may be tailored to address the unique requirements of that project. Regardless of the specific type, a Montana Sub-Administration Agreement ensures a clear understanding of the roles, responsibilities, and expectations between First Data Investor Services Group, Inc. and EPSF Advisors, Inc., enabling a fruitful partnership in the provision of sub-administrative services.

Montana Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services is a legal document that outlines the terms and conditions under which EPSF Advisors, Inc. will provide sub-administrative services to First Data Investor Services Group, Inc. in Montana. This agreement is crucial for ensuring efficient and effective management of various administrative tasks and responsibilities. Key terms and keywords relevant to this agreement include: 1. Montana Sub-Administration Agreement: This refers to the specific type of agreement made between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. for the provision of sub-administrative services in the state of Montana. 2. First Data Investor Services Group, Inc.: This is the party entering into the agreement as the recipient of sub-administrative services. First Data Investor Services Group, Inc. is likely a financial institution or investment management company. 3. EPSF Advisors, Inc.: This is the party providing the sub-administrative services as outlined in the agreement. EPSF Advisors, Inc. specializes in providing administrative support to financial institutions. 4. Sub-Administrative Services: These are the specific tasks and responsibilities that EPSF Advisors, Inc. will undertake on behalf of First Data Investor Services Group, Inc. The agreement should detail the scope of these services, which may include record-keeping, document management, compliance monitoring, reporting, and other administrative duties. 5. Terms and Conditions: The agreement outlines the terms and conditions that both parties must adhere to during the contract period. These typically include duration, termination clauses, confidentiality provisions, payment terms, and any applicable fees or expenses. 6. Legal Compliance: The agreement should specify that both parties agree to comply with all relevant laws, regulations, and industry standards throughout the duration of the agreement. Different types or variations of the Montana Sub-Administration Agreement may exist based on the specific services required, the scale of operations, and the duration of the agreement. Some potential variations may include: 1. Comprehensive Sub-Administration Agreement: This type of agreement may encompass a wide range of sub-administrative services provided by EPSF Advisors, Inc., covering all necessary administrative tasks for First Data Investor Services Group, Inc. 2. Limited Scope Sub-Administration Agreement: In cases where First Data Investor Services Group, Inc. only requires specific sub-administrative services, this type of agreement may focus on the provision of those particular services. 3. Short-Term Sub-Administration Agreement: If the agreement is intended to be in effect for a specific project or a limited duration, the terms and conditions may be tailored to address the unique requirements of that project. Regardless of the specific type, a Montana Sub-Administration Agreement ensures a clear understanding of the roles, responsibilities, and expectations between First Data Investor Services Group, Inc. and EPSF Advisors, Inc., enabling a fruitful partnership in the provision of sub-administrative services.