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 York Trust Agreement is a legal document that outlines the terms and conditions governing the relationship between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement establishes the trust structure and framework for managing securities investments in accordance with relevant laws and regulations. Nike Securities, L.P. is a subsidiary of Nike Inc. and operates as an investment management firm specializing in securities trading and investments. They offer a range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and individual portfolios. Nike Securities, L.P. focuses on providing investment opportunities that align with the company's core values and financial objectives. The Chase Manhattan Bank, now known as JPMorgan Chase, is a renowned financial institution that provides a wide array of banking services, including trust and investment services. As a trustee in the New York Trust Agreement, The Chase Manhattan Bank plays a crucial role in safeguarding the assets of the trust and ensuring compliance with legal requirements. Their expertise in investment management and their strong reputation within the financial industry make them an ideal choice for this role. BASIS Fund Services Ohio, Inc. is a financial services company that specializes in providing administration and outsourcing solutions to the investment management industry. They offer a range of services, including fund administration, compliance, and risk management. In the context of the New York Trust Agreement, BASIS Fund Services Ohio, Inc. may be responsible for overseeing the day-to-day administrative tasks related to the trust, such as record-keeping, financial reporting, and investor communications. First Trust Advisors, L.P. is an asset management company that offers a comprehensive suite of investment products and services. They specialize in creating and managing investment portfolios that encompass a wide range of asset classes, including equities, fixed income securities, and alternative investments. As a participant in the New York Trust Agreement, First Trust Advisors, L.P. may act as the investment manager, responsible for making investment decisions and implementing the investment strategy outlined in the trust agreement. In summary, the New York Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. establishes a framework for managing securities investments within a trust structure. Each party involved brings their expertise in investment management, trust administration, and financial services to ensure the effective management and protection of trust assets.
The New York Trust Agreement is a legal document that outlines the terms and conditions governing the relationship between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement establishes the trust structure and framework for managing securities investments in accordance with relevant laws and regulations. Nike Securities, L.P. is a subsidiary of Nike Inc. and operates as an investment management firm specializing in securities trading and investments. They offer a range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and individual portfolios. Nike Securities, L.P. focuses on providing investment opportunities that align with the company's core values and financial objectives. The Chase Manhattan Bank, now known as JPMorgan Chase, is a renowned financial institution that provides a wide array of banking services, including trust and investment services. As a trustee in the New York Trust Agreement, The Chase Manhattan Bank plays a crucial role in safeguarding the assets of the trust and ensuring compliance with legal requirements. Their expertise in investment management and their strong reputation within the financial industry make them an ideal choice for this role. BASIS Fund Services Ohio, Inc. is a financial services company that specializes in providing administration and outsourcing solutions to the investment management industry. They offer a range of services, including fund administration, compliance, and risk management. In the context of the New York Trust Agreement, BASIS Fund Services Ohio, Inc. may be responsible for overseeing the day-to-day administrative tasks related to the trust, such as record-keeping, financial reporting, and investor communications. First Trust Advisors, L.P. is an asset management company that offers a comprehensive suite of investment products and services. They specialize in creating and managing investment portfolios that encompass a wide range of asset classes, including equities, fixed income securities, and alternative investments. As a participant in the New York Trust Agreement, First Trust Advisors, L.P. may act as the investment manager, responsible for making investment decisions and implementing the investment strategy outlined in the trust agreement. In summary, the New York Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. establishes a framework for managing securities investments within a trust structure. Each party involved brings their expertise in investment management, trust administration, and financial services to ensure the effective management and protection of trust assets.