In the Puerto Rico Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust, the agreement establishes a partnership for the retention of EPSF to provide administrative services in regard to investments. This agreement aims to streamline and enhance the efficiency of investment operations while ensuring compliance with regulatory requirements. EPSF Advisors, Inc., as an experienced financial advisory firm, offers comprehensive administrative support to Third Avenue Trust, a prominent investment management entity. By entering into this agreement, Third Avenue Trust recognizes the value of delegating administrative responsibilities to EPSF Advisors, Inc. in order to focus on their core investment strategies and client relationships. Keywords: Puerto Rico, Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, retaining, render administrative services, investment Different types of Puerto Rico Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investment may include: 1. Basic Administration Agreement: This type of agreement outlines the general administrative services that EPSF Advisors, Inc. will provide to Third Avenue Trust. It covers essential functions like trade execution, record keeping, performance reporting, and compliance monitoring. 2. Regulatory Compliance Agreement: In this agreement, EPSF Advisors, Inc. focuses on ensuring adherence to regulatory guidelines and industry standards. They assist Third Avenue Trust in maintaining compliance with Puerto Rico's legal and financial regulations, preventing any potential legal or reputational risks. 3. Reporting and Audit Agreement: This agreement emphasizes EPSF Advisors, Inc.'s role in preparing investment reports and facilitating audits. They work closely with Third Avenue Trust to generate accurate financial statements, investment performance reports, and other necessary documentation for regulatory compliance and reporting purposes. 4. Tax Administration Agreement: This specialized agreement assigns EPSF Advisors, Inc. the responsibility of managing tax-related administrative tasks on behalf of Third Avenue Trust. This may include tax filings, tax reporting, coordination with tax authorities, and addressing any tax-related queries or issues that may arise. 5. Custodial Services Agreement: Although not strictly administrative, this agreement involves the custodial services rendered by EPSF Advisors, Inc. in collaboration with Third Avenue Trust. EPSF Advisors, Inc. holds and safeguards the assets owned by Third Avenue Trust, ensuring proper custody, safekeeping, and accounting. These various types of Puerto Rico Administration Agreements cater to different aspects of administrative support required by Third Avenue Trust in managing their investments. The specific agreement chosen depends on the unique needs, preferences, and regulatory obligations of both parties involved.
Puerto Rico 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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