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

• Category: Corporations - Public - Agreements - Trusts
• State: Multi-State
• City: San Antonio
• Control #: US-EG-9036
• Format: Word; Rich Text

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 San Antonio Trust Agreement The San Antonio Trust Agreement refers to a legal document that establishes a trust relationship involving various parties 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 roles, responsibilities, and terms under which these entities collaborate to manage and administer trust assets and funds. Keyword: San Antonio Trust Agreement Nike Securities, L.P. Nike Securities, L.P., is an investment management firm operating within the San Antonio Trust Agreement. As a key participant in the trust agreement, Nike Securities, L.P. is responsible for managing and optimizing the investment portfolio held within the trust. They employ expert financial advisors and analysts who develop investment strategies and make informed decisions regarding the allocation of trust assets. Within the San Antonio Trust Agreement, Nike Securities, L.P. aims to generate favorable returns for the trust beneficiaries by carefully evaluating market trends, studying industries, and managing risk effectively. Keyword: Nike Securities, L.P. The Chase Manhattan Bank The Chase Manhattan Bank, also operating under the San Antonio Trust Agreement, plays a crucial role in providing custodial and banking services. As a trusted financial institution, The Chase Manhattan Bank ensures the safekeeping and proper management of trust assets, including securities, cash, and other financial instruments. Beyond safekeeping, they may also assist in executing transactions, collecting dividends, processing income and expenses, and maintaining accurate account records under the watchful eye of the trust agreement. Keywords: The Chase Manhattan Bank, custodial services BASIS Fund Services Ohio, Inc. BASIS Fund Services Ohio, Inc., another integral participant in the San Antonio Trust Agreement, focuses on offering comprehensive fund administration services. Their expertise lies in handling back-office operations related to investment funds within the trust. They aid in various tasks such as fund accounting, record-keeping, financial reporting, and compliance management. With their support, BASIS Fund Services Ohio, Inc. ensures adherence to legal and regulatory requirements, allowing the trust to operate smoothly. Keywords: BASIS Fund Services Ohio, Inc., fund administration First Trust Advisors, L.P. First Trust Advisors, L.P., a prominent player in the San Antonio Trust Agreement, serves as an investment advisor. Their primary responsibility is to develop and implement investment strategies aligned with the trust's objectives and risk tolerance. By leveraging their in-depth market knowledge, research capabilities, and expertise in asset allocation, First Trust Advisors, L.P. strives to maximize the trust's returns while managing potential risks. They continuously monitor the performance of investments and make necessary adjustments to ensure optimal portfolio growth. Keywords: First Trust Advisors, L.P., investment advisor, asset allocation By combining the expertise of Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P., the intricate San Antonio Trust Agreement aims to secure and grow trust assets while fulfilling the intended goals and objectives of the beneficiaries. This collaborative effort enables the trust to operate under a well-defined governance framework, providing transparency, accountability, and professionalism.

San Antonio Trust Agreement The San Antonio Trust Agreement refers to a legal document that establishes a trust relationship involving various parties 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 roles, responsibilities, and terms under which these entities collaborate to manage and administer trust assets and funds. Keyword: San Antonio Trust Agreement Nike Securities, L.P. Nike Securities, L.P., is an investment management firm operating within the San Antonio Trust Agreement. As a key participant in the trust agreement, Nike Securities, L.P. is responsible for managing and optimizing the investment portfolio held within the trust. They employ expert financial advisors and analysts who develop investment strategies and make informed decisions regarding the allocation of trust assets. Within the San Antonio Trust Agreement, Nike Securities, L.P. aims to generate favorable returns for the trust beneficiaries by carefully evaluating market trends, studying industries, and managing risk effectively. Keyword: Nike Securities, L.P. The Chase Manhattan Bank The Chase Manhattan Bank, also operating under the San Antonio Trust Agreement, plays a crucial role in providing custodial and banking services. As a trusted financial institution, The Chase Manhattan Bank ensures the safekeeping and proper management of trust assets, including securities, cash, and other financial instruments. Beyond safekeeping, they may also assist in executing transactions, collecting dividends, processing income and expenses, and maintaining accurate account records under the watchful eye of the trust agreement. Keywords: The Chase Manhattan Bank, custodial services BASIS Fund Services Ohio, Inc. BASIS Fund Services Ohio, Inc., another integral participant in the San Antonio Trust Agreement, focuses on offering comprehensive fund administration services. Their expertise lies in handling back-office operations related to investment funds within the trust. They aid in various tasks such as fund accounting, record-keeping, financial reporting, and compliance management. With their support, BASIS Fund Services Ohio, Inc. ensures adherence to legal and regulatory requirements, allowing the trust to operate smoothly. Keywords: BASIS Fund Services Ohio, Inc., fund administration First Trust Advisors, L.P. First Trust Advisors, L.P., a prominent player in the San Antonio Trust Agreement, serves as an investment advisor. Their primary responsibility is to develop and implement investment strategies aligned with the trust's objectives and risk tolerance. By leveraging their in-depth market knowledge, research capabilities, and expertise in asset allocation, First Trust Advisors, L.P. strives to maximize the trust's returns while managing potential risks. They continuously monitor the performance of investments and make necessary adjustments to ensure optimal portfolio growth. Keywords: First Trust Advisors, L.P., investment advisor, asset allocation By combining the expertise of Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P., the intricate San Antonio Trust Agreement aims to secure and grow trust assets while fulfilling the intended goals and objectives of the beneficiaries. This collaborative effort enables the trust to operate under a well-defined governance framework, providing transparency, accountability, and professionalism.