Hennepin Minnesota Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment

• Category: Corporations - Public - Administration
• State: Multi-State
• County: Hennepin
• Control #: US-EG-9407
• Format: Word; Rich Text

Description

Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment portfolios dated October 1, 1999. 13 pages. The Hennepin Minnesota Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust is a comprehensive document outlining the arrangement between the two entities for the purpose of retaining EPSF Advisors, Inc. to provide administrative services related to investments. This agreement ensures that all administrative functions and responsibilities are clearly defined and adhered to by both parties. With relevant keywords in mind, here is a detailed description of what the agreement encompasses: 1. Parties involved: The administration agreement is entered into by EPSF Advisors, Inc., a respected financial firm specializing in investment services, and Third Avenue Trust, a prominent trust organization operating in Hennepin County, Minnesota. 2. Administrative services: The agreement outlines the specific administrative services that EPSF Advisors, Inc. will provide to Third Avenue Trust. These services may include but are not limited to fund accounting, maintenance of shareholder records, regulatory compliance, reporting, and distribution services. 3. Investment management: The primary objective of the agreement is to facilitate the retention of EPSF Advisors, Inc. as the administrative service provider for Third Avenue Trust's investment activities. This covers the entire investment management process, including asset allocation, investment selection, portfolio monitoring, and performance evaluation. 4. Guidelines and standards: The administration agreement establishes the guidelines and standards that EPSF Advisors, Inc. must follow in performing their administrative duties. This ensures that all activities are conducted ethically, transparently, and in compliance with relevant laws and regulations. 5. Reporting and communication: The agreement stipulates the frequency and manner of reporting and communication between EPSF Advisors, Inc. and Third Avenue Trust. This ensures that Third Avenue Trust remains well-informed about the status of their investments and allows for timely decision-making. 6. Compensation and fees: Details about the compensation and fees payable to EPSF Advisors, Inc. for their administrative services are included in the agreement. This covers the fee structure, payment terms, and any additional expenses that may be reimbursed. Different types of Hennepin Minnesota Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust might include variations specific to the nature and scope of the administrative services required. For example, there could be separate agreements for different investment portfolios, each with its own set of terms and conditions. Additionally, there may be agreements that address specific legal or regulatory requirements unique to certain types of investments, such as real estate or private equity funds.

The Hennepin Minnesota Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust is a comprehensive document outlining the arrangement between the two entities for the purpose of retaining EPSF Advisors, Inc. to provide administrative services related to investments. This agreement ensures that all administrative functions and responsibilities are clearly defined and adhered to by both parties. With relevant keywords in mind, here is a detailed description of what the agreement encompasses: 1. Parties involved: The administration agreement is entered into by EPSF Advisors, Inc., a respected financial firm specializing in investment services, and Third Avenue Trust, a prominent trust organization operating in Hennepin County, Minnesota. 2. Administrative services: The agreement outlines the specific administrative services that EPSF Advisors, Inc. will provide to Third Avenue Trust. These services may include but are not limited to fund accounting, maintenance of shareholder records, regulatory compliance, reporting, and distribution services. 3. Investment management: The primary objective of the agreement is to facilitate the retention of EPSF Advisors, Inc. as the administrative service provider for Third Avenue Trust's investment activities. This covers the entire investment management process, including asset allocation, investment selection, portfolio monitoring, and performance evaluation. 4. Guidelines and standards: The administration agreement establishes the guidelines and standards that EPSF Advisors, Inc. must follow in performing their administrative duties. This ensures that all activities are conducted ethically, transparently, and in compliance with relevant laws and regulations. 5. Reporting and communication: The agreement stipulates the frequency and manner of reporting and communication between EPSF Advisors, Inc. and Third Avenue Trust. This ensures that Third Avenue Trust remains well-informed about the status of their investments and allows for timely decision-making. 6. Compensation and fees: Details about the compensation and fees payable to EPSF Advisors, Inc. for their administrative services are included in the agreement. This covers the fee structure, payment terms, and any additional expenses that may be reimbursed. Different types of Hennepin Minnesota Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust might include variations specific to the nature and scope of the administrative services required. For example, there could be separate agreements for different investment portfolios, each with its own set of terms and conditions. Additionally, there may be agreements that address specific legal or regulatory requirements unique to certain types of investments, such as real estate or private equity funds.