The King Washington Administration Agreement is a comprehensive contractual arrangement between EPSF Advisors, Inc. and Third Avenue Trust. This agreement aims to establish the terms and conditions surrounding the retention of EPSF Advisors, Inc. as the primary administrative services provider for investment-related activities. The agreement outlines the specific administrative services that EPSF Advisors, Inc. is responsible for rendering, ensuring a smooth and efficient investment process. It encompasses a wide range of services, including but not limited to fund accounting, financial reporting, investor communications, and compliance monitoring. EPSF Advisors, Inc. has a well-established track record in the financial industry, making them an ideal partner for Third Avenue Trust. They possess extensive expertise in investment administration, enabling them to perform their duties diligently and effectively. By entering into the King Washington Administration Agreement, Third Avenue Trust aims to streamline its investment operations, allowing for enhanced coordination and management. This agreement provides a solid foundation for a mutually beneficial relationship between the two entities, promoting transparency, efficiency, and compliance. Keywords: King Washington Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, administrative services, investment, retention, contractual arrangement, fund accounting, financial reporting, investor communications, compliance monitoring, financial industry, expertise, coordination, management, transparency, efficiency, compliance. Different Types of King Washington Administration Agreement: 1. Comprehensive Administration Agreement: This type of agreement encompasses all aspects of administrative services required for investment-related activities. It covers areas such as fund accounting, financial reporting, investor communications, and compliance monitoring. 2. Limited Scope Administration Agreement: This agreement focuses on a specific subset of administrative services required for investment-related activities. It may involve a narrower range of responsibilities, tailored to meet the specific needs of Third Avenue Trust. 3. Advisory and Administration Agreement: In some cases, the King Washington Administration Agreement may combine both administrative services and investment advisory services. This type of agreement involves not only administrative support but also strategic guidance and recommendations on investment decisions. 4. Customized Administration Agreement: This type of agreement is tailored to meet the unique requirements and preferences of Third Avenue Trust. It allows for flexibility in defining the specific administrative services needed, ensuring a personalized approach to investment administration.
King Washington Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment
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