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 Virginia Trust Agreement is a legal arrangement involving multiple entities such as Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement outlines the terms and conditions under which these organizations operate, often in relation to trust investment services. Nike Securities, L.P., is a renowned investment firm that offers a wide range of investment options. They partner with various financial institutions to create trusts for individuals and organizations seeking professional guidance in managing their assets. These trusts can be tailored to meet specific investment goals and risk tolerance levels. The Chase Manhattan Bank, a well-established banking institution, plays a crucial role in the Virginia Trust Agreement. They act as the custodian of the funds and assets held in trust. Their responsibilities involve safekeeping the assets, executing transactions, and providing periodic reports to the beneficiaries. BASIS Fund Services Ohio, Inc., another major player involved in the Virginia Trust Agreement, provides comprehensive fund administration services. They offer expertise in accounting, financial reporting, and compliance services, helping to ensure that the trust operates in accordance with relevant regulations. First Trust Advisors, L.P., is an experienced investment management firm that offers professional asset management services. They work closely with the trustees and beneficiaries of the Virginia Trust Agreement to develop customized investment strategies. These strategies may include diversified portfolios, asset allocation, and risk management techniques tailored to the specific needs of the trust. Different types of Virginia Trust Agreements may exist depending on the nature and purpose of the trust. Some common types include revocable trusts, irrevocable trusts, charitable trusts, and special needs trusts. Each type caters to specific legal, financial, or philanthropic objectives. In summary, the Virginia Trust Agreement brings together Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. to offer comprehensive trust investment services. These services encompass asset management, fund administration, custodial duties, and personalized investment strategies. Different types of trusts can be established under this agreement to suit various objectives.
The Virginia Trust Agreement is a legal arrangement involving multiple entities such as Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement outlines the terms and conditions under which these organizations operate, often in relation to trust investment services. Nike Securities, L.P., is a renowned investment firm that offers a wide range of investment options. They partner with various financial institutions to create trusts for individuals and organizations seeking professional guidance in managing their assets. These trusts can be tailored to meet specific investment goals and risk tolerance levels. The Chase Manhattan Bank, a well-established banking institution, plays a crucial role in the Virginia Trust Agreement. They act as the custodian of the funds and assets held in trust. Their responsibilities involve safekeeping the assets, executing transactions, and providing periodic reports to the beneficiaries. BASIS Fund Services Ohio, Inc., another major player involved in the Virginia Trust Agreement, provides comprehensive fund administration services. They offer expertise in accounting, financial reporting, and compliance services, helping to ensure that the trust operates in accordance with relevant regulations. First Trust Advisors, L.P., is an experienced investment management firm that offers professional asset management services. They work closely with the trustees and beneficiaries of the Virginia Trust Agreement to develop customized investment strategies. These strategies may include diversified portfolios, asset allocation, and risk management techniques tailored to the specific needs of the trust. Different types of Virginia Trust Agreements may exist depending on the nature and purpose of the trust. Some common types include revocable trusts, irrevocable trusts, charitable trusts, and special needs trusts. Each type caters to specific legal, financial, or philanthropic objectives. In summary, the Virginia Trust Agreement brings together Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. to offer comprehensive trust investment services. These services encompass asset management, fund administration, custodial duties, and personalized investment strategies. Different types of trusts can be established under this agreement to suit various objectives.