Trust Agreement btwn Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P. dated Dec. 30, 1999. 29 pages
The South Dakota Trust Agreement is a legal document that establishes a trust relationship between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement outlines the rules and responsibilities governing the management and distribution of assets held within the trust. Nike Securities, L.P. is a financial institution specializing in investment banking, securities trading, and advisory services. They play a crucial role in executing various investment strategies within the South Dakota Trust Agreement. Nike Securities, L.P. ensures that the trust's assets are effectively managed and invested in accordance with the agreed-upon guidelines. The Chase Manhattan Bank, a subsidiary of JPMorgan Chase & Co., is a global financial institution providing a wide range of banking and financial services. In the context of the South Dakota Trust Agreement, The Chase Manhattan Bank acts as a custodian, holding the trust's assets and providing safekeeping services. They are responsible for ensuring the secure storage and record-keeping of the trust's investment holdings. BASIS Fund Services Ohio, Inc. is an experienced provider of fund administration and accounting services. Within the South Dakota Trust Agreement, BASIS Fund Services Ohio, Inc. might be responsible for maintaining accurate records of the trust's investments, assisting with compliance requirements, and providing reporting services. Their expertise ensures that the trust's financial operations are well-documented and transparent. First Trust Advisors, L.P. is an investment management firm specializing in exchange-traded funds (ETFs), mutual funds, and separate accounts. They play a key role in designing and implementing the investment strategy for the assets held within the South Dakota Trust Agreement. First Trust Advisors, L.P. may actively manage the investment portfolio to maximize returns while adhering to the trust's objectives and guidelines. The South Dakota Trust Agreement can encompass different types of trusts, depending on the specific needs and goals of the parties involved. For example, it could include a revocable living trust, where the trust creator can modify or revoke the trust during their lifetime. Alternatively, it might involve an irrevocable trust, which cannot be altered or terminated without the consent of all parties involved. Other possibilities include charitable trusts, special needs trusts, or asset protection trusts, depending on the intended purpose and beneficiaries of the trust. In summary, the South Dakota Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. is a legal document that establishes the framework for managing and distributing assets within a trust. The agreement outlines the roles and responsibilities of each party, with Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. each contributing their unique expertise to ensure effective asset management and compliance within the trust.
The South Dakota Trust Agreement is a legal document that establishes a trust relationship between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement outlines the rules and responsibilities governing the management and distribution of assets held within the trust. Nike Securities, L.P. is a financial institution specializing in investment banking, securities trading, and advisory services. They play a crucial role in executing various investment strategies within the South Dakota Trust Agreement. Nike Securities, L.P. ensures that the trust's assets are effectively managed and invested in accordance with the agreed-upon guidelines. The Chase Manhattan Bank, a subsidiary of JPMorgan Chase & Co., is a global financial institution providing a wide range of banking and financial services. In the context of the South Dakota Trust Agreement, The Chase Manhattan Bank acts as a custodian, holding the trust's assets and providing safekeeping services. They are responsible for ensuring the secure storage and record-keeping of the trust's investment holdings. BASIS Fund Services Ohio, Inc. is an experienced provider of fund administration and accounting services. Within the South Dakota Trust Agreement, BASIS Fund Services Ohio, Inc. might be responsible for maintaining accurate records of the trust's investments, assisting with compliance requirements, and providing reporting services. Their expertise ensures that the trust's financial operations are well-documented and transparent. First Trust Advisors, L.P. is an investment management firm specializing in exchange-traded funds (ETFs), mutual funds, and separate accounts. They play a key role in designing and implementing the investment strategy for the assets held within the South Dakota Trust Agreement. First Trust Advisors, L.P. may actively manage the investment portfolio to maximize returns while adhering to the trust's objectives and guidelines. The South Dakota Trust Agreement can encompass different types of trusts, depending on the specific needs and goals of the parties involved. For example, it could include a revocable living trust, where the trust creator can modify or revoke the trust during their lifetime. Alternatively, it might involve an irrevocable trust, which cannot be altered or terminated without the consent of all parties involved. Other possibilities include charitable trusts, special needs trusts, or asset protection trusts, depending on the intended purpose and beneficiaries of the trust. In summary, the South Dakota Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. is a legal document that establishes the framework for managing and distributing assets within a trust. The agreement outlines the roles and responsibilities of each party, with Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. each contributing their unique expertise to ensure effective asset management and compliance within the trust.