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

State:
Multi-State
City:
Houston
Control #:
US-EG-9036
Format:
Word; 
Rich Text
Instant download

Description

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 Houston Texas 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 roles, responsibilities, and rights of each party involved in managing and administering the trust. Nike Securities, L.P. is a prominent investment firm based in Houston, Texas. It specializes in securities trading, investment management, and advisory services. As a party to the trust agreement, Nike Securities, L.P. may have been appointed as the trustee or one of the beneficiaries of the trust. The Chase Manhattan Bank, one of the largest financial institutions in the United States, may also be named as a party to the trust agreement. As a trustee, it is responsible for safeguarding the assets and interests of the trust and ensuring compliance with legal and fiduciary obligations. BASIS Fund Services Ohio, Inc. is a subsidiary of BASIS Group, a leading provider of outsourcing solutions for asset management companies. If included in the trust agreement, BASIS Fund Services Ohio, Inc. could be responsible for record-keeping, accounting, and other administrative functions related to the trust. First Trust Advisors, L.P. is an investment management firm that specializes in exchange-traded funds (ETFs) and mutual funds. If involved in the trust agreement, First Trust Advisors, L.P. may serve as an advisor to the trust, providing expertise in investment strategy and portfolio management. Houston Texas Trust Agreement involving these entities likely entails establishing a comprehensive plan for managing and distributing assets, determining investment strategies, setting parameters for distribution to beneficiaries, addressing tax considerations, and ensuring adherence to legal and regulatory requirements. The trust agreement may also outline the duration of the trust, provisions for adding or removing beneficiaries, dispute resolution mechanisms, and any specific instructions or restrictions related to the assets held within the trust. Overall, Houston Texas Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. represent a collaborative effort between trusted financial institutions to create and manage a legally structured trust for the benefit of individuals or organizations.

Houston Texas 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 roles, responsibilities, and rights of each party involved in managing and administering the trust. Nike Securities, L.P. is a prominent investment firm based in Houston, Texas. It specializes in securities trading, investment management, and advisory services. As a party to the trust agreement, Nike Securities, L.P. may have been appointed as the trustee or one of the beneficiaries of the trust. The Chase Manhattan Bank, one of the largest financial institutions in the United States, may also be named as a party to the trust agreement. As a trustee, it is responsible for safeguarding the assets and interests of the trust and ensuring compliance with legal and fiduciary obligations. BASIS Fund Services Ohio, Inc. is a subsidiary of BASIS Group, a leading provider of outsourcing solutions for asset management companies. If included in the trust agreement, BASIS Fund Services Ohio, Inc. could be responsible for record-keeping, accounting, and other administrative functions related to the trust. First Trust Advisors, L.P. is an investment management firm that specializes in exchange-traded funds (ETFs) and mutual funds. If involved in the trust agreement, First Trust Advisors, L.P. may serve as an advisor to the trust, providing expertise in investment strategy and portfolio management. Houston Texas Trust Agreement involving these entities likely entails establishing a comprehensive plan for managing and distributing assets, determining investment strategies, setting parameters for distribution to beneficiaries, addressing tax considerations, and ensuring adherence to legal and regulatory requirements. The trust agreement may also outline the duration of the trust, provisions for adding or removing beneficiaries, dispute resolution mechanisms, and any specific instructions or restrictions related to the assets held within the trust. Overall, Houston Texas Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. represent a collaborative effort between trusted financial institutions to create and manage a legally structured trust for the benefit of individuals or organizations.

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