The New York Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a contractual agreement that outlines the provision of specific sub-administrative services. This agreement establishes the collaboration between these two entities to ensure efficient and accurate administration in the financial sector. Key areas covered within this agreement include: 1. Service Scope: The agreement highlights the scope of sub-administrative services that First Data Investor Services Group, Inc. will provide to EPSF Advisors, Inc. This may include but is not limited to record keeping, reporting, data management, and operational support. 2. Duration: The agreement specifies the duration of the sub-administration services provided, ensuring clarity regarding the start and end dates. It may also include provisions for renewals or revisions of the agreement. 3. Compensation: The agreement outlines the compensation structure for the sub-administrative services rendered by First Data Investor Services Group, Inc. EPSF Advisors, Inc. agrees to compensate First Data Investor Services Group, Inc. in a mutually agreed manner, which may be based on a fixed fee, percentage of assets under administration, or any other agreed-upon arrangement. 4. Responsibilities and Obligations: The agreement clearly defines the responsibilities and obligations of both parties. First Data Investor Services Group, Inc. commits to delivering accurate and timely sub-administrative services while complying with applicable laws and regulations. EPSF Advisors, Inc. agrees to provide necessary information, documentation, and support required for the provision of these services. 5. Confidentiality and Data Security: The agreement emphasizes the importance of maintaining confidentiality and data security. Both parties agree to handle confidential information and client data securely, adhering to industry standards and best practices. Types of New York Sub-Administration Agreements: 1. Basic Sub-Administration Agreement: A standard agreement that encompasses the fundamental aspects of sub-administrative services provided by First Data Investor Services Group, Inc. to EPSF Advisors, Inc. 2. Enhanced Sub-Administration Agreement: This agreement expands upon the basic agreement, incorporating additional services or higher service levels to meet specific requirements. It may include advanced reporting, customized data solutions, or tailored support. 3. Specialized Sub-Administration Agreement: In certain cases, when EPSF Advisors, Inc. requires unique or specialized sub-administrative services tailored to their specific business needs, a specialized agreement can be created. This can include services such as tax administration, compliance monitoring, or specific reporting metrics. In summary, the New York Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a comprehensive contract that establishes the relationship and responsibilities regarding sub-administrative services.
New York Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
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