Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment portfolios dated October 1, 1999. 13 pages.
Wisconsin Administration Agreement is a legally binding document that establishes the terms and conditions between EPSF Advisors, Inc. and Third Avenue Trust. This agreement outlines the details of retaining EPSF as the provider of administrative services in relation to investment activities. Under this agreement, EPSF Advisors, Inc. agrees to offer its expertise and support in maintaining and performing administrative tasks associated with Third Avenue Trust's investment operations. These services may include record keeping, reporting, financial statement preparation, regulatory compliance, and other administrative responsibilities crucial to the effective management of investment portfolios. Third Avenue Trust, as the beneficiary of EPSF's administrative services, agrees to compensate EPSF Advisors, Inc. as per the terms outlined in the agreement. The compensation may be structured as a fee based on a percentage of assets under management, a flat fee, or any other mutually agreed-upon arrangement. By entering into this Wisconsin Administration Agreement, both EPSF Advisors, Inc. and Third Avenue Trust intend to establish a professional working relationship with a primary focus on fulfilling administrative obligations, ensuring compliance with applicable regulations, and maintaining effective communication throughout the engagement. The agreement may also address issues like confidentiality, termination, and dispute resolution mechanisms. Although there may not be distinct types of Wisconsin Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust, specific provisions and details can be tailored based on the unique needs and preferences of both parties. Each agreement will be carefully crafted to address the specific scope of administrative services required and the terms upon which EPSF will be compensated for its expertise. Some keywords relevant to this topic include: Wisconsin Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, administrative services, investment, retaining, financial statement preparation, regulatory compliance, compensation, record keeping, reporting, engagement, termination, confidentiality, dispute resolution.
Wisconsin Administration Agreement is a legally binding document that establishes the terms and conditions between EPSF Advisors, Inc. and Third Avenue Trust. This agreement outlines the details of retaining EPSF as the provider of administrative services in relation to investment activities. Under this agreement, EPSF Advisors, Inc. agrees to offer its expertise and support in maintaining and performing administrative tasks associated with Third Avenue Trust's investment operations. These services may include record keeping, reporting, financial statement preparation, regulatory compliance, and other administrative responsibilities crucial to the effective management of investment portfolios. Third Avenue Trust, as the beneficiary of EPSF's administrative services, agrees to compensate EPSF Advisors, Inc. as per the terms outlined in the agreement. The compensation may be structured as a fee based on a percentage of assets under management, a flat fee, or any other mutually agreed-upon arrangement. By entering into this Wisconsin Administration Agreement, both EPSF Advisors, Inc. and Third Avenue Trust intend to establish a professional working relationship with a primary focus on fulfilling administrative obligations, ensuring compliance with applicable regulations, and maintaining effective communication throughout the engagement. The agreement may also address issues like confidentiality, termination, and dispute resolution mechanisms. Although there may not be distinct types of Wisconsin Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust, specific provisions and details can be tailored based on the unique needs and preferences of both parties. Each agreement will be carefully crafted to address the specific scope of administrative services required and the terms upon which EPSF will be compensated for its expertise. Some keywords relevant to this topic include: Wisconsin Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, administrative services, investment, retaining, financial statement preparation, regulatory compliance, compensation, record keeping, reporting, engagement, termination, confidentiality, dispute resolution.