Wayne Michigan 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: Wayne
• 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 Wayne Michigan Trust Agreement, Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. are entities involved in financial and asset management services. Here is a detailed description of each organization and their roles. 1. Wayne Michigan Trust Agreement: The Wayne Michigan Trust Agreement is a legal document that outlines the terms and conditions for managing assets, investments, and funds on behalf of beneficiaries in Wayne, Michigan. It provides a framework for trustees to administer and distribute assets in accordance with the wishes of the granter. 2. Nike Securities, L.P.: Nike Securities, L.P. is a financial services company specializing in securities brokerage, investment advisory, and asset management. They offer a range of investment products tailored to meet the needs of individuals and institutions. Their expertise lies in portfolio management, market analysis, and providing investment strategies to achieve clients' financial goals. 3. The Chase Manhattan Bank: The Chase Manhattan Bank, currently known as JPMorgan Chase Bank, is one of the largest banks in the United States. Their services include investment banking, commercial banking, asset management, and private wealth management. As a trustee or custodian, they play a crucial role in administering the Wayne Michigan Trust Agreement, ensuring compliance with legal requirements, managing investment portfolios, and providing clients with financial advice. 4. BASIS Fund Services Ohio, Inc.: BASIS Fund Services Ohio, Inc. is a subsidiary of BASIS Group Inc., specializing in fund administration, accounting, and transfer agency services. They provide comprehensive back-office support to investment managers, mutual funds, and other financial institutions. BASIS Fund Services Ohio, Inc. may be involved in record-keeping, financial reporting, and ensuring compliance with regulatory requirements for the trust agreement. 5. First Trust Advisors, L.P.: First Trust Advisors, L.P. is an investment management firm offering a diverse range of investment products, including exchange-traded funds (ETFs), mutual funds, and separately managed accounts. They focus on providing innovative investment solutions to help clients achieve their financial objectives. In the context of the Wayne Michigan Trust Agreement, First Trust Advisors, L.P. may be involved in designing and managing investment portfolios to meet the trust's specific requirements. These organizations work together within the framework of the Wayne Michigan Trust Agreement to effectively manage assets, provide investment services, ensure regulatory compliance, and deliver financial solutions tailored to the needs of the beneficiaries.

Wayne Michigan Trust Agreement, Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. are entities involved in financial and asset management services. Here is a detailed description of each organization and their roles. 1. Wayne Michigan Trust Agreement: The Wayne Michigan Trust Agreement is a legal document that outlines the terms and conditions for managing assets, investments, and funds on behalf of beneficiaries in Wayne, Michigan. It provides a framework for trustees to administer and distribute assets in accordance with the wishes of the granter. 2. Nike Securities, L.P.: Nike Securities, L.P. is a financial services company specializing in securities brokerage, investment advisory, and asset management. They offer a range of investment products tailored to meet the needs of individuals and institutions. Their expertise lies in portfolio management, market analysis, and providing investment strategies to achieve clients' financial goals. 3. The Chase Manhattan Bank: The Chase Manhattan Bank, currently known as JPMorgan Chase Bank, is one of the largest banks in the United States. Their services include investment banking, commercial banking, asset management, and private wealth management. As a trustee or custodian, they play a crucial role in administering the Wayne Michigan Trust Agreement, ensuring compliance with legal requirements, managing investment portfolios, and providing clients with financial advice. 4. BASIS Fund Services Ohio, Inc.: BASIS Fund Services Ohio, Inc. is a subsidiary of BASIS Group Inc., specializing in fund administration, accounting, and transfer agency services. They provide comprehensive back-office support to investment managers, mutual funds, and other financial institutions. BASIS Fund Services Ohio, Inc. may be involved in record-keeping, financial reporting, and ensuring compliance with regulatory requirements for the trust agreement. 5. First Trust Advisors, L.P.: First Trust Advisors, L.P. is an investment management firm offering a diverse range of investment products, including exchange-traded funds (ETFs), mutual funds, and separately managed accounts. They focus on providing innovative investment solutions to help clients achieve their financial objectives. In the context of the Wayne Michigan Trust Agreement, First Trust Advisors, L.P. may be involved in designing and managing investment portfolios to meet the trust's specific requirements. These organizations work together within the framework of the Wayne Michigan Trust Agreement to effectively manage assets, provide investment services, ensure regulatory compliance, and deliver financial solutions tailored to the needs of the beneficiaries.