Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment portfolios dated October 1, 1999. 13 pages.
New Hampshire Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust: The New Hampshire Administration Agreement is a legal contract between EPSF Advisors, Inc. ("EPSF") and Third Avenue Trust, outlining the terms and conditions for EPSF to provide administrative services in relation to investment activities. This agreement is specifically designed to establish a framework for the retention of EPSF as the administrative service provider. Under this agreement, EPSF will deliver a comprehensive range of administrative services to Third Avenue Trust, ensuring efficient management of investment operations. The services rendered by EPSF encompass various administrative tasks necessary for the smooth functioning of investment activities. These services may include, but are not limited to: 1. Record keeping: EPSF will maintain accurate and up-to-date records of all investment-related transactions, ensuring transparency and traceability. This includes keeping track of asset purchases, sales, transfers, and other investment-related activities. 2. Performance Monitoring: EPSF will monitor the performance of the investment portfolio managed by Third Avenue Trust, providing regular reports and analysis. This aids in evaluating the effectiveness of investment strategies and assists in decision-making processes. 3. Compliance Assistance: EPSF will aid Third Avenue Trust in adhering to regulatory and legal requirements concerning investment operations. This includes ensuring compliance with applicable laws, regulations, and reporting obligations. 4. Financial Reporting: EPSF will prepare financial statements and reports tailored to the requirements of Third Avenue Trust. These reports will provide comprehensive insights into the financial position and performance of the investment portfolio. 5. Communication: EPSF will facilitate effective communication between Third Avenue Trust and relevant stakeholders, such as investors, auditors, and regulatory authorities. This includes responding to inquiries, providing information, and coordinating interactions. The New Hampshire Administration Agreement can be classified into different types based on specific nuances or variations. For instance, there may be agreements that pertain to a particular investment strategy or fund managed by Third Avenue Trust. Alternatively, an agreement may be tailored for a specific period or project, allowing EPSF to render administrative services temporarily. Overall, the New Hampshire Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust establishes a formal partnership and outlines the scope of administrative services provided by EPSF. By entering this agreement, Third Avenue Trust ensures seamless and effective management of investment operations, enabling them to focus on achieving their investment objectives.
New Hampshire Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust: The New Hampshire Administration Agreement is a legal contract between EPSF Advisors, Inc. ("EPSF") and Third Avenue Trust, outlining the terms and conditions for EPSF to provide administrative services in relation to investment activities. This agreement is specifically designed to establish a framework for the retention of EPSF as the administrative service provider. Under this agreement, EPSF will deliver a comprehensive range of administrative services to Third Avenue Trust, ensuring efficient management of investment operations. The services rendered by EPSF encompass various administrative tasks necessary for the smooth functioning of investment activities. These services may include, but are not limited to: 1. Record keeping: EPSF will maintain accurate and up-to-date records of all investment-related transactions, ensuring transparency and traceability. This includes keeping track of asset purchases, sales, transfers, and other investment-related activities. 2. Performance Monitoring: EPSF will monitor the performance of the investment portfolio managed by Third Avenue Trust, providing regular reports and analysis. This aids in evaluating the effectiveness of investment strategies and assists in decision-making processes. 3. Compliance Assistance: EPSF will aid Third Avenue Trust in adhering to regulatory and legal requirements concerning investment operations. This includes ensuring compliance with applicable laws, regulations, and reporting obligations. 4. Financial Reporting: EPSF will prepare financial statements and reports tailored to the requirements of Third Avenue Trust. These reports will provide comprehensive insights into the financial position and performance of the investment portfolio. 5. Communication: EPSF will facilitate effective communication between Third Avenue Trust and relevant stakeholders, such as investors, auditors, and regulatory authorities. This includes responding to inquiries, providing information, and coordinating interactions. The New Hampshire Administration Agreement can be classified into different types based on specific nuances or variations. For instance, there may be agreements that pertain to a particular investment strategy or fund managed by Third Avenue Trust. Alternatively, an agreement may be tailored for a specific period or project, allowing EPSF to render administrative services temporarily. Overall, the New Hampshire Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust establishes a formal partnership and outlines the scope of administrative services provided by EPSF. By entering this agreement, Third Avenue Trust ensures seamless and effective management of investment operations, enabling them to focus on achieving their investment objectives.