Maricopa Arizona Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust

State:
Multi-State
County:
Maricopa
Control #:
US-EG-9280
Format:
Word; 
Rich Text
Instant download

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. Maricopa Arizona Trust Agreement is a legally binding contract between Dean Witter Reynolds, Inc. and The Bank of New York pertaining to the Select Equity Trust. This agreement outlines the terms and conditions under which the trust operates and provides a framework for the management and security of the trust's assets. The Maricopa Arizona Trust Agreement Reference Trust Agreement ensures that the assets of the Select Equity Trust are handled and managed correctly by Dean Witter Reynolds, Inc. and The Bank of New York. It aims to safeguard the interests of the beneficiaries and establish a transparent and efficient process for the trust's administration. The agreement covers various aspects of the trust, including but not limited to: 1. Trust Purpose: The Trust Agreement defines the purpose of the Select Equity Trust, outlining its goals, objectives, and investment strategies. It ensures that investments are made in accordance with the trust's purpose, aiming to achieve profitability and growth over a specified period. 2. Roles and Responsibilities: It clearly defines the roles and responsibilities of Dean Witter Reynolds, Inc. as the investment manager and The Bank of New York as the trust's custodian. The agreement outlines their obligations, fiduciary duties, and reporting requirements, ensuring a smooth operation of the trust. 3. Asset Management: The agreement specifies how the trust's assets are to be managed, including the investment approach, asset allocation, and risk management strategies. It may also detail any restrictions or guidelines that need to be followed while making investment decisions. 4. Distribution of Income and Capital: The agreement lays out the procedures for distributing income generated by the trust's investments, outlining whether it will be reinvested or distributed to beneficiaries. It also addresses the distribution of the trust's capital and any provisions for reinvestment or distribution. 5. Reporting and Communication: The Trust Agreement requires regular reporting on the trust's financial performance, investment activities, and any other relevant information to be provided to the beneficiaries. It ensures transparency and accountability in managing the trust. Different types of Maricopa Arizona Trust Agreement Reference Trust Agreements between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust may include variations specific to different beneficiaries or unique circumstances. Certain agreements may outline specific investment objectives, risk tolerances, or customization options, tailored to individual clients' needs. In conclusion, the Maricopa Arizona Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust provides a comprehensive framework for the management and security of the trust's assets. It ensures proper governance, transparent reporting, and effective communication to protect the trust's interests and meet the beneficiaries' objectives.

Maricopa Arizona Trust Agreement is a legally binding contract between Dean Witter Reynolds, Inc. and The Bank of New York pertaining to the Select Equity Trust. This agreement outlines the terms and conditions under which the trust operates and provides a framework for the management and security of the trust's assets. The Maricopa Arizona Trust Agreement Reference Trust Agreement ensures that the assets of the Select Equity Trust are handled and managed correctly by Dean Witter Reynolds, Inc. and The Bank of New York. It aims to safeguard the interests of the beneficiaries and establish a transparent and efficient process for the trust's administration. The agreement covers various aspects of the trust, including but not limited to: 1. Trust Purpose: The Trust Agreement defines the purpose of the Select Equity Trust, outlining its goals, objectives, and investment strategies. It ensures that investments are made in accordance with the trust's purpose, aiming to achieve profitability and growth over a specified period. 2. Roles and Responsibilities: It clearly defines the roles and responsibilities of Dean Witter Reynolds, Inc. as the investment manager and The Bank of New York as the trust's custodian. The agreement outlines their obligations, fiduciary duties, and reporting requirements, ensuring a smooth operation of the trust. 3. Asset Management: The agreement specifies how the trust's assets are to be managed, including the investment approach, asset allocation, and risk management strategies. It may also detail any restrictions or guidelines that need to be followed while making investment decisions. 4. Distribution of Income and Capital: The agreement lays out the procedures for distributing income generated by the trust's investments, outlining whether it will be reinvested or distributed to beneficiaries. It also addresses the distribution of the trust's capital and any provisions for reinvestment or distribution. 5. Reporting and Communication: The Trust Agreement requires regular reporting on the trust's financial performance, investment activities, and any other relevant information to be provided to the beneficiaries. It ensures transparency and accountability in managing the trust. Different types of Maricopa Arizona Trust Agreement Reference Trust Agreements between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust may include variations specific to different beneficiaries or unique circumstances. Certain agreements may outline specific investment objectives, risk tolerances, or customization options, tailored to individual clients' needs. In conclusion, the Maricopa Arizona Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust provides a comprehensive framework for the management and security of the trust's assets. It ensures proper governance, transparent reporting, and effective communication to protect the trust's interests and meet the beneficiaries' objectives.

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Maricopa Arizona Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust