Santa Clara 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: Santa Clara
• 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. Santa Clara California Trust Agreement is a legally binding contract between Dean Witter Reynolds, Inc. and The Bank of New York, specifically related to the Select Equity Trust. This agreement establishes the terms and conditions under which the trust is managed and operated. The Select Equity Trust is a type of investment vehicle that allows individuals or entities to pool their resources and invest in a diversified portfolio of equity securities. The Trust Agreement outlines the rights and responsibilities of both parties involved in the trust, providing a framework for the management and administration of the assets held within the trust. The Santa Clara California Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust ensures that the trust's assets are managed in accordance with the agreed-upon investment objectives, guidelines, and regulations. It also specifies the roles and responsibilities of each party involved in the trust, including the duties of the trustee (The Bank of New York) and the investment advisor (Dean Witter Reynolds, Inc.). The agreement encompasses various aspects, including: 1. Investment Objectives and Guidelines: The Trust Agreement defines the specific investment objectives and guidelines of the Select Equity Trust. It outlines the permitted types of equity securities and investment strategies, taking into account factors like risk tolerance and return expectations. 2. Asset Valuation: The Trust Agreement establishes the procedures for valuing the assets held within the trust. These valuations are essential for calculating the trust's net asset value (NAV) and determining the performance of the trust's investments. 3. Distribution of Income and Profits: The agreement outlines how income and profits generated by the Select Equity Trust will be distributed among the trust beneficiaries. It may specify the frequency and method of distribution, such as cash dividends or reinvestment options. 4. Reporting and Communication: The Trust Agreement stipulates the frequency and format of financial and operational reports to be provided to the beneficiaries. It ensures transparency and keeps all parties informed about the performance and status of the trust. 5. Termination or Amendment: The agreement may include provisions for the termination of the trust or amendment of its terms and conditions. It sets out the procedures and requirements for making such changes, clarifying the rights and obligations of each party in the process. It's important to note that the Santa Clara California Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is specific to this particular investment vehicle and the parties involved. There may be other trust agreements between different entities, covering various types of trusts or investment strategies, but this specific agreement focuses on the Select Equity Trust managed by Dean Witter Reynolds, Inc. and entrusted to The Bank of New York.

Santa Clara California Trust Agreement is a legally binding contract between Dean Witter Reynolds, Inc. and The Bank of New York, specifically related to the Select Equity Trust. This agreement establishes the terms and conditions under which the trust is managed and operated. The Select Equity Trust is a type of investment vehicle that allows individuals or entities to pool their resources and invest in a diversified portfolio of equity securities. The Trust Agreement outlines the rights and responsibilities of both parties involved in the trust, providing a framework for the management and administration of the assets held within the trust. The Santa Clara California Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust ensures that the trust's assets are managed in accordance with the agreed-upon investment objectives, guidelines, and regulations. It also specifies the roles and responsibilities of each party involved in the trust, including the duties of the trustee (The Bank of New York) and the investment advisor (Dean Witter Reynolds, Inc.). The agreement encompasses various aspects, including: 1. Investment Objectives and Guidelines: The Trust Agreement defines the specific investment objectives and guidelines of the Select Equity Trust. It outlines the permitted types of equity securities and investment strategies, taking into account factors like risk tolerance and return expectations. 2. Asset Valuation: The Trust Agreement establishes the procedures for valuing the assets held within the trust. These valuations are essential for calculating the trust's net asset value (NAV) and determining the performance of the trust's investments. 3. Distribution of Income and Profits: The agreement outlines how income and profits generated by the Select Equity Trust will be distributed among the trust beneficiaries. It may specify the frequency and method of distribution, such as cash dividends or reinvestment options. 4. Reporting and Communication: The Trust Agreement stipulates the frequency and format of financial and operational reports to be provided to the beneficiaries. It ensures transparency and keeps all parties informed about the performance and status of the trust. 5. Termination or Amendment: The agreement may include provisions for the termination of the trust or amendment of its terms and conditions. It sets out the procedures and requirements for making such changes, clarifying the rights and obligations of each party in the process. It's important to note that the Santa Clara California Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is specific to this particular investment vehicle and the parties involved. There may be other trust agreements between different entities, covering various types of trusts or investment strategies, but this specific agreement focuses on the Select Equity Trust managed by Dean Witter Reynolds, Inc. and entrusted to The Bank of New York.