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

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Control #:
US-EG-9408
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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, Rhode Island Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services: The Rhode Island Sub-Administration Agreement is a contractual agreement between First Data Investor Services Group, Inc. (FD ISG) and EPSF Advisors, Inc. This agreement outlines the terms and conditions for EPSF Advisors to provide specific sub-administrative services to FD ISG in the state of Rhode Island. Under this agreement, EPSF Advisors will undertake various responsibilities related to sub-administration, ensuring the smooth functioning of FD ISG's operations in Rhode Island. The agreement covers services such as data management, record-keeping, compliance monitoring, reporting, and other administrative support necessary for FD ISG's business activities. Keywords: Rhode Island, Sub-Administration Agreement, First Data Investor Services Group, EPSF Advisors, Rendering Certain Sub-Administrative Services, contractual agreement, responsibilities, data management, record-keeping, compliance monitoring, reporting, administrative support. Different types of Rhode Island Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services: 1. Standard Sub-Administration Agreement: This type of agreement outlines the general scope of sub-administrative services provided by EPSF Advisors to FD ISG in Rhode Island. It includes standard clauses, terms, and conditions applicable to the majority of sub-administration arrangements. 2. Customized Sub-Administration Agreement: In certain cases, specific requirements may call for a customized approach. This type of agreement is tailored to the unique needs and preferences of FD ISG, ensuring that the sub-administrative services rendered by EPSF Advisors align with their specific business goals and objectives in Rhode Island. 3. Renewal Sub-Administration Agreement: When an existing sub-administration agreement between FD ISG and EPSF Advisors is due for renewal, a separate agreement may be drafted. This agreement outlines the terms for extending the sub-administrative services for a specific period, considering any changes or updates required by either party. 4. Termination Sub-Administration Agreement: In situations where one or both parties wish to end the sub-administration arrangement before the agreed-upon term, a termination agreement is executed. This type of agreement specifies the process, obligations, and potential consequences associated with terminating the sub-administrative services in Rhode Island. Keywords: Standard, Customized, Renewal, Termination, Sub-Administration Agreement, specific requirements, tailored approach, renewal process, termination process, obligations, consequences.

Rhode Island Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services: The Rhode Island Sub-Administration Agreement is a contractual agreement between First Data Investor Services Group, Inc. (FD ISG) and EPSF Advisors, Inc. This agreement outlines the terms and conditions for EPSF Advisors to provide specific sub-administrative services to FD ISG in the state of Rhode Island. Under this agreement, EPSF Advisors will undertake various responsibilities related to sub-administration, ensuring the smooth functioning of FD ISG's operations in Rhode Island. The agreement covers services such as data management, record-keeping, compliance monitoring, reporting, and other administrative support necessary for FD ISG's business activities. Keywords: Rhode Island, Sub-Administration Agreement, First Data Investor Services Group, EPSF Advisors, Rendering Certain Sub-Administrative Services, contractual agreement, responsibilities, data management, record-keeping, compliance monitoring, reporting, administrative support. Different types of Rhode Island Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services: 1. Standard Sub-Administration Agreement: This type of agreement outlines the general scope of sub-administrative services provided by EPSF Advisors to FD ISG in Rhode Island. It includes standard clauses, terms, and conditions applicable to the majority of sub-administration arrangements. 2. Customized Sub-Administration Agreement: In certain cases, specific requirements may call for a customized approach. This type of agreement is tailored to the unique needs and preferences of FD ISG, ensuring that the sub-administrative services rendered by EPSF Advisors align with their specific business goals and objectives in Rhode Island. 3. Renewal Sub-Administration Agreement: When an existing sub-administration agreement between FD ISG and EPSF Advisors is due for renewal, a separate agreement may be drafted. This agreement outlines the terms for extending the sub-administrative services for a specific period, considering any changes or updates required by either party. 4. Termination Sub-Administration Agreement: In situations where one or both parties wish to end the sub-administration arrangement before the agreed-upon term, a termination agreement is executed. This type of agreement specifies the process, obligations, and potential consequences associated with terminating the sub-administrative services in Rhode Island. Keywords: Standard, Customized, Renewal, Termination, Sub-Administration Agreement, specific requirements, tailored approach, renewal process, termination process, obligations, consequences.

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