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

• Category: Corporations - Public - Administration
• State: Multi-State
• Control #: US-EG-9408
• Format: Word; Rich Text

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, The Oklahoma Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a comprehensive agreement detailing the provision of sub-administrative services by First Data Investor Services Group (FD ISG) to EPSF Advisors in the state of Oklahoma. This agreement outlines the specific terms and conditions under which FD ISG will render these services, and the obligations of both parties involved. Keywords: Oklahoma, Sub-Administration Agreement, First Data Investor Services Group, Inc., EPSF Advisors, Inc., Rendering Certain Sub-Administrative Services. This particular agreement can have several variations or types, depending on the specific sub-administrative services to be rendered. Some potential types of Oklahoma Sub-Administration Agreements between FD ISG and EPSF Advisors include: 1. Mutual Fund Sub-Administration Agreement: This type of agreement may involve the sub-administration of mutual funds, where FD ISG provides various support services to EPSF Advisors in managing and administrating mutual fund portfolios. 2. Retirement Plan Sub-Administration Agreement: In this type of agreement, FD ISG assists EPSF Advisors in sub-administering retirement plans offered by EPSF Advisors, such as 401(k) plans. This can include tasks like account management, processing contributions and distributions, and providing participant support. 3. Investment Management Sub-Administration Agreement: This agreement focuses on sub-administrative services related to investment management. FD ISG may provide support to EPSF Advisors in managing investment accounts, processing trades, and reporting. 4. Insurance Sub-Administration Agreement: Another potential type of Oklahoma Sub-Administration Agreement can be related to the sub-administration of insurance products. FD ISG may assist EPSF Advisors in managing policy administration, claims processing, and other insurance-related tasks. These are just a few examples of the various types of Oklahoma Sub-Administration Agreements that can exist between FD ISG and EPSF Advisors. The specific agreement will depend on the nature of the sub-administrative services required by EPSF Advisors and the agreed-upon terms and conditions between the parties. In all scenarios, the agreement will outline the responsibilities, rights, fees, and duration of the sub-administrative services, ensuring a clear understanding between FD ISG and EPSF Advisors.

The Oklahoma Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a comprehensive agreement detailing the provision of sub-administrative services by First Data Investor Services Group (FD ISG) to EPSF Advisors in the state of Oklahoma. This agreement outlines the specific terms and conditions under which FD ISG will render these services, and the obligations of both parties involved. Keywords: Oklahoma, Sub-Administration Agreement, First Data Investor Services Group, Inc., EPSF Advisors, Inc., Rendering Certain Sub-Administrative Services. This particular agreement can have several variations or types, depending on the specific sub-administrative services to be rendered. Some potential types of Oklahoma Sub-Administration Agreements between FD ISG and EPSF Advisors include: 1. Mutual Fund Sub-Administration Agreement: This type of agreement may involve the sub-administration of mutual funds, where FD ISG provides various support services to EPSF Advisors in managing and administrating mutual fund portfolios. 2. Retirement Plan Sub-Administration Agreement: In this type of agreement, FD ISG assists EPSF Advisors in sub-administering retirement plans offered by EPSF Advisors, such as 401(k) plans. This can include tasks like account management, processing contributions and distributions, and providing participant support. 3. Investment Management Sub-Administration Agreement: This agreement focuses on sub-administrative services related to investment management. FD ISG may provide support to EPSF Advisors in managing investment accounts, processing trades, and reporting. 4. Insurance Sub-Administration Agreement: Another potential type of Oklahoma Sub-Administration Agreement can be related to the sub-administration of insurance products. FD ISG may assist EPSF Advisors in managing policy administration, claims processing, and other insurance-related tasks. These are just a few examples of the various types of Oklahoma Sub-Administration Agreements that can exist between FD ISG and EPSF Advisors. The specific agreement will depend on the nature of the sub-administrative services required by EPSF Advisors and the agreed-upon terms and conditions between the parties. In all scenarios, the agreement will outline the responsibilities, rights, fees, and duration of the sub-administrative services, ensuring a clear understanding between FD ISG and EPSF Advisors.