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New Mexico Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services

State:
Multi-State
Control #:
US-EG-9408
Format:
Word; 
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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, New Mexico Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services: The New Mexico Sub-Administration Agreement refers to a contract between First Data Investor Services Group, Inc. and EPSF Advisors, Inc., outlining the provision of specific sub-administrative services. This agreement serves to establish a working relationship and set forth the terms and conditions governing the partnership between the two entities in the realm of sub-administration. The agreement encompasses various sub-administrative services that EPSF Advisors, Inc. will provide to First Data Investor Services Group, Inc. within the geographic boundaries of New Mexico. These services aim to support the efficient functioning of First Data Investor Services Group, Inc.'s operations in the state, ensuring adherence to regulatory requirements and meeting the needs of their clients. Keywords: New Mexico, Sub-Administration Agreement, First Data Investor Services Group, Inc., EPSF Advisors, Inc., Rendering Certain Sub-Administrative Services. Different Types of New Mexico Sub-Administration Agreement regarding Rendering Certain Sub-Administrative Services: 1. Standard Sub-Administration Agreement: This type of agreement delineates the general provisions for sub-administrative services offered by EPSF Advisors, Inc. to First Data Investor Services Group, Inc. in New Mexico. It covers a broad range of services related to operational support, compliance, reporting, and administrative tasks. 2. Customized Sub-Administration Agreement: In some cases, both parties may opt for a customized agreement tailored to their specific requirements. This type of agreement may include additional or modified provisions based on the unique needs of First Data Investor Services Group, Inc. These could encompass specialized reporting formats, enhanced data security protocols, or other personalized aspects to align with their business objectives. 3. Renewal Sub-Administration Agreement: When a New Mexico Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is nearing its termination date, the parties may choose to enter into a renewal agreement. This type of agreement extends the existing contract for a predetermined period, allowing for the seamless continuation of sub-administrative services without the need for substantial renegotiation. 4. Amended Sub-Administration Agreement: An amended agreement comes into play when modifications or changes need to be made to an existing New Mexico Sub-Administration Agreement. This type of agreement outlines the amendments to be incorporated, ensuring that both parties are aware of the revised terms and conditions governing the sub-administrative services provided. Keywords: Standard Sub-Administration Agreement, Customized Sub-Administration Agreement, Renewal Sub-Administration Agreement, Amended Sub-Administration Agreement.

New Mexico Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services: The New Mexico Sub-Administration Agreement refers to a contract between First Data Investor Services Group, Inc. and EPSF Advisors, Inc., outlining the provision of specific sub-administrative services. This agreement serves to establish a working relationship and set forth the terms and conditions governing the partnership between the two entities in the realm of sub-administration. The agreement encompasses various sub-administrative services that EPSF Advisors, Inc. will provide to First Data Investor Services Group, Inc. within the geographic boundaries of New Mexico. These services aim to support the efficient functioning of First Data Investor Services Group, Inc.'s operations in the state, ensuring adherence to regulatory requirements and meeting the needs of their clients. Keywords: New Mexico, Sub-Administration Agreement, First Data Investor Services Group, Inc., EPSF Advisors, Inc., Rendering Certain Sub-Administrative Services. Different Types of New Mexico Sub-Administration Agreement regarding Rendering Certain Sub-Administrative Services: 1. Standard Sub-Administration Agreement: This type of agreement delineates the general provisions for sub-administrative services offered by EPSF Advisors, Inc. to First Data Investor Services Group, Inc. in New Mexico. It covers a broad range of services related to operational support, compliance, reporting, and administrative tasks. 2. Customized Sub-Administration Agreement: In some cases, both parties may opt for a customized agreement tailored to their specific requirements. This type of agreement may include additional or modified provisions based on the unique needs of First Data Investor Services Group, Inc. These could encompass specialized reporting formats, enhanced data security protocols, or other personalized aspects to align with their business objectives. 3. Renewal Sub-Administration Agreement: When a New Mexico Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is nearing its termination date, the parties may choose to enter into a renewal agreement. This type of agreement extends the existing contract for a predetermined period, allowing for the seamless continuation of sub-administrative services without the need for substantial renegotiation. 4. Amended Sub-Administration Agreement: An amended agreement comes into play when modifications or changes need to be made to an existing New Mexico Sub-Administration Agreement. This type of agreement outlines the amendments to be incorporated, ensuring that both parties are aware of the revised terms and conditions governing the sub-administrative services provided. Keywords: Standard Sub-Administration Agreement, Customized Sub-Administration Agreement, Renewal Sub-Administration Agreement, Amended Sub-Administration Agreement.

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New Mexico Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services