Washington Trust Agreement between Nike Securities, L.P., The Chase Manhattan Bank and First Trust Advisors, L.P.

State:
Multi-State
Control #:
US-EG-9034
Format:
Word; 
Rich Text
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Description

Trust Agreement between Nike Securities, L.P., The Chase Manhattan Bank and First Trust Advisors, L.P. dated January 4, 2000. 18 pages

Washington Trust Agreement is a legally binding document that outlines the terms and conditions of the trust relationship established between Nike Securities, L.P., The Chase Manhattan Bank, and First Trust Advisors, L.P. This agreement plays a pivotal role in governing the actions and responsibilities of each party involved, ensuring a smooth and secure functioning of the trust. The Washington Trust Agreement between Nike Securities, L.P., The Chase Manhattan Bank, and First Trust Advisors, L.P. can be categorized into different types based on the specific purpose or nature of the trust. Some noteworthy types include: 1. Revocable Living Trust: This type of agreement allows the granter (Nike Securities, L.P.) to retain control and ownership of the assets, while designating The Chase Manhattan Bank as the trustee to manage and distribute these assets according to specified conditions or upon the granter's incapacity or death. First Trust Advisors, L.P., may serve as an advisor or co-trustee, providing guidance and expertise in investment decisions. 2. Testamentary Trust: Created within a will, this type of trust agreement becomes effective upon the granter's passing. Nike Securities, L.P. designates The Chase Manhattan Bank as the trustee to distribute the designated assets to specific beneficiaries, in accordance with the granter's stated wishes. First Trust Advisors, L.P. may be retained to handle investment matters, ensuring growth and preservation of the trust assets. 3. Charitable Trust: This type of Washington Trust Agreement enables Nike Securities, L.P. to establish a trust with the intention of benefiting a public charity or a charitable cause. The Chase Manhattan Bank assumes the role of trustee, managing the trust assets and distributing them for charitable purposes. First Trust Advisors, L.P. may provide investment recommendations to enhance the growth and impact of the trust's charitable endeavors. Regardless of the type, the Washington Trust Agreement provides a comprehensive framework for the roles and responsibilities of all parties involved. It governs various aspects such as the management of trust assets, investment decisions, distribution protocols, reporting obligations, and potential amendments or termination procedures. This agreement helps establish trust and confidence among the involved parties, ensuring that Nike Securities, L.P., The Chase Manhattan Bank, and First Trust Advisors, L.P. work harmoniously together to achieve the intended objectives of the trust. It provides a legal foundation for transparent communication, decision-making, and accountability, thereby safeguarding the interests of all stakeholders involved.

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That doesn't mean you yourself can't get a template to use, nevertheless. Download Trust Agreement between Nike Securities, L.P., The Chase Manhattan Bank and ... Oct 14, 2023 — The King Washington Trust Agreement is a legal document that outlines the terms and conditions governing the relationship between Nike ...... of December 31, 2001, the total partners' capital of Nike Securities L.P. was $17,560,001 (audited). This paragraph relates only to the Sponsor and not to ... ... SECURITIES L.P. Sponsor Estimated Current Return and Estimated ... For each Trust, the Public Offering Price will vary in accordance with fluctuations in ... by C Horowitz · Cited by 38 — The modern trust is often created for investment and management of funds or property; the trustee has the right to possession of the corpus and active duties in ... First Trust Advisors Lp has disclosed 2,346 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 87,945,879,810 USD ... Sep 7, 2021 — Form N-CSR is to be used by management investment companies to file reports with the Commission not later than 10 days after the transmission to ... The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is ... If you believe an issuer has been excluded from this list in error, please contact the staff by phone at 1-202-207-9294 (Business Days: 9:00 a.m. to 5:00 p.m. ... 8 Apr 2020 — AlphaDEX(R) is a registered trademark of First Trust Portfolios L.P. ... of different securities in a Creation Unit of each Fund. The Redemption ...

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Washington Trust Agreement between Nike Securities, L.P., The Chase Manhattan Bank and First Trust Advisors, L.P.