Santa Clara California 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
• County: Santa Clara
• 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 Santa Clara California Trust Agreement is a legally binding document that outlines the terms and conditions between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement establishes a fiduciary relationship in which the trustee (The Chase Manhattan Bank) holds and manages assets on behalf of the beneficiary (Nike Securities, L.P., BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P.). The main purpose of the Santa Clara California Trust Agreement is to protect the interests of the beneficiaries and ensure that the trustee acts in their best interests. It defines the rights, responsibilities, and obligations of all parties involved. This agreement is essential in the financial industry, where trust and security are crucial factors. Among the different types of Santa Clara California Trust Agreement involving these entities, there may be specific agreements tailored to each beneficiary's unique requirements. For example: 1. Santa Clara California Trust Agreement between Nike Securities, L.P. and The Chase Manhattan Bank: This agreement details the terms under which The Chase Manhattan Bank manages and invests Nike Securities' assets. It may include specific investment strategies, risk management protocols, reporting requirements, and performance benchmarks. 2. Santa Clara California Trust Agreement between BASIS Fund Services Ohio, Inc. and The Chase Manhattan Bank: This agreement focuses on the administration and custodial services provided by The Chase Manhattan Bank for BASIS Fund Services Ohio, Inc. It may cover areas such as asset valuation, record-keeping, compliance monitoring, and regulatory reporting. 3. Santa Clara California Trust Agreement between First Trust Advisors, L.P. and The Chase Manhattan Bank: This particular agreement outlines the relationship between First Trust Advisors, L.P. and The Chase Manhattan Bank regarding the management and distribution of trust assets. It may encompass investment strategies, asset allocation, distribution rules, and beneficiary rights. In summary, the Santa Clara California Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. establishes a legal framework for the management and protection of assets. Each agreement may be customized to suit the unique needs of the respective beneficiary, ensuring a clear understanding of roles, responsibilities, and expectations between the parties involved.

Santa Clara California Trust Agreement is a legally binding document that outlines the terms and conditions between Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement establishes a fiduciary relationship in which the trustee (The Chase Manhattan Bank) holds and manages assets on behalf of the beneficiary (Nike Securities, L.P., BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P.). The main purpose of the Santa Clara California Trust Agreement is to protect the interests of the beneficiaries and ensure that the trustee acts in their best interests. It defines the rights, responsibilities, and obligations of all parties involved. This agreement is essential in the financial industry, where trust and security are crucial factors. Among the different types of Santa Clara California Trust Agreement involving these entities, there may be specific agreements tailored to each beneficiary's unique requirements. For example: 1. Santa Clara California Trust Agreement between Nike Securities, L.P. and The Chase Manhattan Bank: This agreement details the terms under which The Chase Manhattan Bank manages and invests Nike Securities' assets. It may include specific investment strategies, risk management protocols, reporting requirements, and performance benchmarks. 2. Santa Clara California Trust Agreement between BASIS Fund Services Ohio, Inc. and The Chase Manhattan Bank: This agreement focuses on the administration and custodial services provided by The Chase Manhattan Bank for BASIS Fund Services Ohio, Inc. It may cover areas such as asset valuation, record-keeping, compliance monitoring, and regulatory reporting. 3. Santa Clara California Trust Agreement between First Trust Advisors, L.P. and The Chase Manhattan Bank: This particular agreement outlines the relationship between First Trust Advisors, L.P. and The Chase Manhattan Bank regarding the management and distribution of trust assets. It may encompass investment strategies, asset allocation, distribution rules, and beneficiary rights. In summary, the Santa Clara California Trust Agreement involving Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. establishes a legal framework for the management and protection of assets. Each agreement may be customized to suit the unique needs of the respective beneficiary, ensuring a clear understanding of roles, responsibilities, and expectations between the parties involved.