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 New Hampshire Trust Agreement is a legally binding document that establishes a trust relationship between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement outlines the roles and responsibilities of each party involved in managing and administering the trust assets. Nike Securities, L.P. is a financial institution specializing in securities trading and investment management. They assist in the management of the trust's investment portfolio, providing expertise and guidance to ensure optimal returns for the trust beneficiaries. The Chase Manhattan Bank, a subsidiary of JPMorgan Chase & Co., serves as the trustee in the New Hampshire Trust Agreement. Acting as a fiduciary, the bank is responsible for overseeing the trust's operations, ensuring compliance with legal requirements, and protecting the interests of the trust beneficiaries. BASIS Fund Services Ohio, Inc. plays a crucial role in the administration of the trust. As a provider of fund services, they offer operational support, accounting, reporting, and compliance services to ensure the smooth functioning of the trust's financial activities. First Trust Advisors, L.P. is an investment advisory firm that assists in the management of the trust's assets. They provide comprehensive investment strategies and guidance, considering factors such as risk tolerance, investment objectives, and market conditions to maximize returns while minimizing potential risks. Different types of New Hampshire Trust Agreement may include revocable trusts, irrevocable trusts, testamentary trusts, and charitable trusts. Revocable trusts offer flexibility as they can be changed or revoked during the settler's lifetime, whereas irrevocable trusts provide more control and protection by restricting modifications once established. Testamentary trusts are created in a person's will and come into effect upon their death, while charitable trusts are established to benefit a charitable cause or organization. Each type of trust serves unique purposes and caters to specific circumstances, allowing individuals to tailor their estate planning and asset management according to their intentions and objectives. In summary, the New Hampshire Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. establishes a comprehensive framework for managing and administering a range of trust assets. The parties involved bring their respective expertise to ensure the trust's investments are carefully managed, compliance is maintained, and the interests of the trust beneficiaries are safeguarded.
The New Hampshire Trust Agreement is a legally binding document that establishes a trust relationship between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement outlines the roles and responsibilities of each party involved in managing and administering the trust assets. Nike Securities, L.P. is a financial institution specializing in securities trading and investment management. They assist in the management of the trust's investment portfolio, providing expertise and guidance to ensure optimal returns for the trust beneficiaries. The Chase Manhattan Bank, a subsidiary of JPMorgan Chase & Co., serves as the trustee in the New Hampshire Trust Agreement. Acting as a fiduciary, the bank is responsible for overseeing the trust's operations, ensuring compliance with legal requirements, and protecting the interests of the trust beneficiaries. BASIS Fund Services Ohio, Inc. plays a crucial role in the administration of the trust. As a provider of fund services, they offer operational support, accounting, reporting, and compliance services to ensure the smooth functioning of the trust's financial activities. First Trust Advisors, L.P. is an investment advisory firm that assists in the management of the trust's assets. They provide comprehensive investment strategies and guidance, considering factors such as risk tolerance, investment objectives, and market conditions to maximize returns while minimizing potential risks. Different types of New Hampshire Trust Agreement may include revocable trusts, irrevocable trusts, testamentary trusts, and charitable trusts. Revocable trusts offer flexibility as they can be changed or revoked during the settler's lifetime, whereas irrevocable trusts provide more control and protection by restricting modifications once established. Testamentary trusts are created in a person's will and come into effect upon their death, while charitable trusts are established to benefit a charitable cause or organization. Each type of trust serves unique purposes and caters to specific circumstances, allowing individuals to tailor their estate planning and asset management according to their intentions and objectives. In summary, the New Hampshire Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. establishes a comprehensive framework for managing and administering a range of trust assets. The parties involved bring their respective expertise to ensure the trust's investments are carefully managed, compliance is maintained, and the interests of the trust beneficiaries are safeguarded.