Washington Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P.

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Multi-State
Control #:
US-EG-9036
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Word; 
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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 Washington Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. are financial entities that play integral roles in the investment management and trust industry. A detailed description of each entity is provided below, along with their different types and relevant keywords. 1. Washington Trust Agreement: The Washington Trust Agreement is a legally binding contract that establishes the terms and conditions for the management and distribution of assets held in trust. It outlines the fiduciary duties and responsibilities of the trustee, who is tasked with managing the trust in the best interest of the beneficiaries. The agreement defines the powers, limitations, and objectives of the trust, ensuring compliance with relevant laws and regulations. Keywords: trust agreement, assets, fiduciary duties, beneficiaries, compliance. 2. Nike Securities, L.P.: Nike Securities, L.P. is an investment partnership or limited partnership specializing in securities-related investments. It operates as a pooling vehicle, with investors contributing capital to be managed by professional fund managers. Nike Securities, L.P. aims to generate returns by investing in a diversified portfolio of securities, such as stocks, bonds, and other financial instruments. Keywords: investment partnership, limited partnership, securities, fund managers, portfolio. 3. The Chase Manhattan Bank: The Chase Manhattan Bank, now known as JPMorgan Chase, is a leading global financial institution providing a wide range of banking and financial services. As a bank, it offers services like savings accounts, checking accounts, investment advisory, credit facilities, wealth management, loans, and corporate banking solutions. Additionally, it engages in capital markets activities, including underwriting securities, foreign exchange, and asset management. Keywords: banking services, financial institution, wealth management, capital markets, underwriting. 4. BASIS Fund Services Ohio, Inc.: BASIS Fund Services Ohio, Inc. is a subsidiary of BASIS, a leading provider of outsourcing solutions for the investment management and financial services industry. The company specializes in fund administration and accounting services, providing comprehensive back-office support to mutual funds, hedge funds, and other investment vehicles. BASIS Fund Services Ohio, Inc. helps clients with NAV calculations, regulatory compliance, shareholder administration, financial reporting, and investor communications. Keywords: outsourcing solutions, fund administration, accounting services, mutual funds, regulatory compliance. 5. First Trust Advisors, L.P.: First Trust Advisors, L.P. is an investment management firm that offers a variety of investment products, including exchange-traded funds (ETFs), unit investment trusts (Its), mutual funds, and separately managed accounts. First Trust Advisors, L.P. develops and manages investment strategies focused on various asset classes, sectors, and investment themes to meet the diverse needs of investors. Keywords: investment management, ETFs, mutual funds, separately managed accounts, asset classes. By understanding the roles, services, and areas of expertise of Washington Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P., investors can make informed decisions and effectively navigate the complex landscape of investment management and trust services.

Washington Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. are financial entities that play integral roles in the investment management and trust industry. A detailed description of each entity is provided below, along with their different types and relevant keywords. 1. Washington Trust Agreement: The Washington Trust Agreement is a legally binding contract that establishes the terms and conditions for the management and distribution of assets held in trust. It outlines the fiduciary duties and responsibilities of the trustee, who is tasked with managing the trust in the best interest of the beneficiaries. The agreement defines the powers, limitations, and objectives of the trust, ensuring compliance with relevant laws and regulations. Keywords: trust agreement, assets, fiduciary duties, beneficiaries, compliance. 2. Nike Securities, L.P.: Nike Securities, L.P. is an investment partnership or limited partnership specializing in securities-related investments. It operates as a pooling vehicle, with investors contributing capital to be managed by professional fund managers. Nike Securities, L.P. aims to generate returns by investing in a diversified portfolio of securities, such as stocks, bonds, and other financial instruments. Keywords: investment partnership, limited partnership, securities, fund managers, portfolio. 3. The Chase Manhattan Bank: The Chase Manhattan Bank, now known as JPMorgan Chase, is a leading global financial institution providing a wide range of banking and financial services. As a bank, it offers services like savings accounts, checking accounts, investment advisory, credit facilities, wealth management, loans, and corporate banking solutions. Additionally, it engages in capital markets activities, including underwriting securities, foreign exchange, and asset management. Keywords: banking services, financial institution, wealth management, capital markets, underwriting. 4. BASIS Fund Services Ohio, Inc.: BASIS Fund Services Ohio, Inc. is a subsidiary of BASIS, a leading provider of outsourcing solutions for the investment management and financial services industry. The company specializes in fund administration and accounting services, providing comprehensive back-office support to mutual funds, hedge funds, and other investment vehicles. BASIS Fund Services Ohio, Inc. helps clients with NAV calculations, regulatory compliance, shareholder administration, financial reporting, and investor communications. Keywords: outsourcing solutions, fund administration, accounting services, mutual funds, regulatory compliance. 5. First Trust Advisors, L.P.: First Trust Advisors, L.P. is an investment management firm that offers a variety of investment products, including exchange-traded funds (ETFs), unit investment trusts (Its), mutual funds, and separately managed accounts. First Trust Advisors, L.P. develops and manages investment strategies focused on various asset classes, sectors, and investment themes to meet the diverse needs of investors. Keywords: investment management, ETFs, mutual funds, separately managed accounts, asset classes. By understanding the roles, services, and areas of expertise of Washington Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P., investors can make informed decisions and effectively navigate the complex landscape of investment management and trust services.

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Washington Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P.