The Oregon Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust is a comprehensive contract that outlines the terms and conditions for the retention of EPSF Advisors by Third Avenue Trust to provide administrative services relating to investment activities. The agreement covers various aspects of the administrative services provided by EPSF Advisors, ensuring a smooth and efficient investment process for Third Avenue Trust. Key provisions of this agreement include: 1. Scope of Services: The agreement specifies the range of administrative services EPSF Advisors will render, such as trade execution and settlement, performance reporting, client account maintenance, and compliance monitoring. These services aim to support Third Avenue Trust in effectively managing their investment portfolio. 2. Duration and Termination: The agreement outlines the initial term of the engagement and any renewal provisions. It also details the circumstances under which either party may terminate the agreement, safeguarding the interests of both EPSF Advisors and Third Avenue Trust. 3. Fees and Compensation: The agreement defines the fees and compensation structure for EPSF Advisors' administrative services. It specifies the payment terms, frequency, and any additional charges or expenses that may be incurred during the provision of services. 4. Confidentiality and Data Protection: Given the sensitive nature of investment-related information, the agreement emphasizes the importance of maintaining confidentiality and data protection measures. Both parties commit to safeguarding any proprietary or confidential information disclosed during the agreement's tenure. 5. Obligations and Responsibilities: This section outlines the specific obligations and responsibilities of both EPSF Advisors and Third Avenue Trust. It clarifies the expectations regarding communication, reporting, record-keeping, and compliance with applicable laws and regulations. 6. Indemnification and Liability: The Oregon Administration Agreement includes clauses specifying indemnification obligations and limitations concerning EPSF Advisors' liability. These provisions aim to allocate risks appropriately between the parties involved. Other potential types of Oregon Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust might include specific agreements for: — Custodian Services: This type of agreement may outline the specific provisions and responsibilities for EPSF Advisors to act as a custodian of Third Avenue Trust's investment assets, safeguarding and managing them in compliance with relevant laws and regulations. — Compliance Services: In this variation of the agreement, EPSF Advisors may focus primarily on providing compliance-related administrative services, ensuring that all investment activities undertaken by Third Avenue Trust adhere to legal and regulatory requirements. — Reporting Services: This type of agreement may center on EPSF Advisors delivering detailed reporting services, including performance reports, risk analysis, and compliance monitoring. It emphasizes the provision of accurate and timely information to assist Third Avenue Trust in decision-making processes. Each of these agreement types would contain tailored sections specific to the nature of the administrative services rendered, reflecting the unique requirements and focus of the engagement between EPSF Advisors and Third Avenue Trust.
Oregon Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment
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A funding agreement is an agreement between an issuer and an investor. While the investor provides a lump sum of money, the issuer guarantees a fixed rate of return over a time period. Funding agreements are popular with high-net-worth and institutional investors due to their low-risk, fixed-income nature.
An administrative services agreement is a type of professional services contract in which a company hires a third party to provide administrative services in exchange for compensation. Administrative services can include: Payroll. Property management. Human resources.
Benefits of fund administration Delegating back office support to a trustworthy fund administrator is a worthwhile investment. A fund admin can also keep track of certain obligations of your fund under the fund's governing documents and help with AML and KYC compliance.
Fund accounting, investor reporting, financial reporting, regulatory reporting, treasury, depositary services, and other administrative services are examples of fund administration services.
Fund Administration Agreement means the administration agreement entered into among the Fund and the Partnership, pursuant to which the Partnership provides or arranges for the provision of certain services required for the administration of the Fund.
Fund administration is the name given to the execution of middle-office activities including fund accounting, financial reporting, net asset value calculation, capital calls, distributions, investor communications and other functions carried out in support of an investment fund, which may take the form of a traditional ...