Los Angeles California Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust

• Category: Corporations - Public - Agreements - Trusts
• State: Multi-State
• County: Los Angeles
• Control #: US-EG-9280
• Format: Word; Rich Text

Description

Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust - Select Global 30 Portfolio 2000-1 dated January 5, 2000. 6 pages. Title: Los Angeles California Trust Agreement — Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust Introduction: The Los Angeles California Trust Agreement refers to the legally binding document that outlines a Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York. This agreement pertains specifically to the establishment and management of the Select Equity Trust within the bustling city of Los Angeles, California. Trust agreements serve to protect and administer assets on behalf of beneficiaries, ensuring that the investment objectives and legal requirements are met. In the case of this particular agreement, the focus lies on Select Equity Trust, which promotes investment in equity securities. Key Features of the Los Angeles California Trust Agreement: 1. Purpose: The Los Angeles California Trust Agreement serves as a comprehensive framework for the establishment and operation of Select Equity Trust. Its primary objective is to provide detailed instructions on the investment strategies and processes that Dean Witter Reynolds, Inc. and The Bank of New York will undertake to fulfill the beneficiaries' investment goals. 2. Parties Involved: This Trust Agreement involves two key parties: a. Dean Witter Reynolds, Inc.: A renowned financial services firm responsible for investment management and decision-making processes as designated by the agreement. b. The Bank of New York: A trusted financial institution responsible for the administration, custody, and execution of transactions related to the Select Equity Trust as outlined in the agreement. 3. Select Equity Trust: Select Equity Trust is the investment vehicle established within Los Angeles, California, as specified in the Trust Agreement. The agreement aims to provide specific guidelines regarding the management, monitoring, and distribution of assets within this trust. It is designed to generate optimal returns for the beneficiaries while managing associated risks. 4. Investment Strategy: The Los Angeles California Trust Agreement outlines the investment strategy to be pursued by Dean Witter Reynolds, Inc. This may include determining equity allocations, asset selection, risk management, and periodic rebalancing to ensure the portfolio aligns with the trust's investment objectives. 5. Distribution and Reporting Requirements: The trust agreement defines the guidelines for distribution of income, profits, and dividends generated by the Select Equity Trust. It also stipulates detailed reporting requirements to ensure transparency between Dean Witter Reynolds, Inc., The Bank of New York, and the beneficiaries. Additional Types of Los Angeles California Trust Agreements related to Select Equity Trust: 1. Los Angeles California Trust Agreement — Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Fixed Income Trust: This agreement pertains to the establishment and management of a fixed income trust by Dean Witter Reynolds, Inc. and The Bank of New York. It focuses on investments in government bonds, corporate bonds, and other fixed income instruments as authorized. 2. Los Angeles California Trust Agreement — Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Real Estate Trust: This agreement addresses the establishment and management of a real estate trust in Los Angeles, California. It provides guidelines for the acquisition, management, and disposition of real estate assets within the trust. Conclusion: The Los Angeles California Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York is a critical legal document that ensures the efficient management and protection of assets within the Select Equity Trust. Through this agreement, both parties collaborate to fulfill the beneficiaries' investment objectives and comply with applicable legal and regulatory requirements. Variation in trust agreement types, such as Fixed Income Trust and Real Estate Trust, allow for customized investment strategies tailored to specific asset classes.

Title: Los Angeles California Trust Agreement — Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust Introduction: The Los Angeles California Trust Agreement refers to the legally binding document that outlines a Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York. This agreement pertains specifically to the establishment and management of the Select Equity Trust within the bustling city of Los Angeles, California. Trust agreements serve to protect and administer assets on behalf of beneficiaries, ensuring that the investment objectives and legal requirements are met. In the case of this particular agreement, the focus lies on Select Equity Trust, which promotes investment in equity securities. Key Features of the Los Angeles California Trust Agreement: 1. Purpose: The Los Angeles California Trust Agreement serves as a comprehensive framework for the establishment and operation of Select Equity Trust. Its primary objective is to provide detailed instructions on the investment strategies and processes that Dean Witter Reynolds, Inc. and The Bank of New York will undertake to fulfill the beneficiaries' investment goals. 2. Parties Involved: This Trust Agreement involves two key parties: a. Dean Witter Reynolds, Inc.: A renowned financial services firm responsible for investment management and decision-making processes as designated by the agreement. b. The Bank of New York: A trusted financial institution responsible for the administration, custody, and execution of transactions related to the Select Equity Trust as outlined in the agreement. 3. Select Equity Trust: Select Equity Trust is the investment vehicle established within Los Angeles, California, as specified in the Trust Agreement. The agreement aims to provide specific guidelines regarding the management, monitoring, and distribution of assets within this trust. It is designed to generate optimal returns for the beneficiaries while managing associated risks. 4. Investment Strategy: The Los Angeles California Trust Agreement outlines the investment strategy to be pursued by Dean Witter Reynolds, Inc. This may include determining equity allocations, asset selection, risk management, and periodic rebalancing to ensure the portfolio aligns with the trust's investment objectives. 5. Distribution and Reporting Requirements: The trust agreement defines the guidelines for distribution of income, profits, and dividends generated by the Select Equity Trust. It also stipulates detailed reporting requirements to ensure transparency between Dean Witter Reynolds, Inc., The Bank of New York, and the beneficiaries. Additional Types of Los Angeles California Trust Agreements related to Select Equity Trust: 1. Los Angeles California Trust Agreement — Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Fixed Income Trust: This agreement pertains to the establishment and management of a fixed income trust by Dean Witter Reynolds, Inc. and The Bank of New York. It focuses on investments in government bonds, corporate bonds, and other fixed income instruments as authorized. 2. Los Angeles California Trust Agreement — Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Real Estate Trust: This agreement addresses the establishment and management of a real estate trust in Los Angeles, California. It provides guidelines for the acquisition, management, and disposition of real estate assets within the trust. Conclusion: The Los Angeles California Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York is a critical legal document that ensures the efficient management and protection of assets within the Select Equity Trust. Through this agreement, both parties collaborate to fulfill the beneficiaries' investment objectives and comply with applicable legal and regulatory requirements. Variation in trust agreement types, such as Fixed Income Trust and Real Estate Trust, allow for customized investment strategies tailored to specific asset classes.