Maricopa Arizona 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: Maricopa
• 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. Maricopa Arizona Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust is a comprehensive contract that outlines the terms and conditions for EPSF Advisors' provision of administrative services in relation to investment activities. This agreement is designed to ensure strong governance and efficient management of investment portfolios, promoting transparency and accountability in the process. The agreement covers various aspects of the administrative services rendered by EPSF Advisors, Inc., emphasizing the responsibilities, compensation structure, and key objectives to be achieved. Under this agreement, EPSF Advisors, Inc. is appointed as the administrative services' provider, granting them the authority to perform a wide range of functions related to investment administration. These functions include but are not limited to record-keeping, financial reporting, regulatory compliance, tax reporting, coordination with custodians or fund administrators, and general administrative support. EPSF Advisors, Inc. is expected to maintain accurate and up-to-date records, adhere to industry regulations, and ensure the smooth operation of investment processes. The Maricopa Arizona Administration Agreement may encompass different types, depending on the specific requirements and preferences of Third Avenue Trust. Common variants of this agreement may include: 1. Standard Administration Agreement: This is the basic version that outlines the fundamental administrative services provided by EPSF Advisors, Inc. It covers tasks such as documentation, reporting, and compliance. 2. Enhanced Administration Agreement: This type of agreement expands on the standard version by incorporating additional services tailored to the specific needs of Third Avenue Trust. It may involve more complex tasks like risk assessment, performance measurement, and customized reporting. 3. Consultancy Administration Agreement: In some cases, Third Avenue Trust may require specialized consulting services from EPSF Advisors, Inc. This agreement focuses on advisory support, providing guidance on investment strategies, asset allocation, and market research. 4. Outsourced Administration Agreement: For certain investment projects or portfolios, Third Avenue Trust may opt to outsource the entire administrative function to EPSF Advisors, Inc. This agreement focuses on the transfer of all administrative responsibilities, including day-to-day operations and oversight. By entering into the Maricopa Arizona Administration Agreement, EPSF Advisors, Inc. and Third Avenue Trust mutually commit to a professional partnership centered on effective investment administration. The agreement serves as a crucial document that governs their working relationship, ensuring clear expectations, high-quality service delivery, and shared accountability.

Maricopa Arizona Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust is a comprehensive contract that outlines the terms and conditions for EPSF Advisors' provision of administrative services in relation to investment activities. This agreement is designed to ensure strong governance and efficient management of investment portfolios, promoting transparency and accountability in the process. The agreement covers various aspects of the administrative services rendered by EPSF Advisors, Inc., emphasizing the responsibilities, compensation structure, and key objectives to be achieved. Under this agreement, EPSF Advisors, Inc. is appointed as the administrative services' provider, granting them the authority to perform a wide range of functions related to investment administration. These functions include but are not limited to record-keeping, financial reporting, regulatory compliance, tax reporting, coordination with custodians or fund administrators, and general administrative support. EPSF Advisors, Inc. is expected to maintain accurate and up-to-date records, adhere to industry regulations, and ensure the smooth operation of investment processes. The Maricopa Arizona Administration Agreement may encompass different types, depending on the specific requirements and preferences of Third Avenue Trust. Common variants of this agreement may include: 1. Standard Administration Agreement: This is the basic version that outlines the fundamental administrative services provided by EPSF Advisors, Inc. It covers tasks such as documentation, reporting, and compliance. 2. Enhanced Administration Agreement: This type of agreement expands on the standard version by incorporating additional services tailored to the specific needs of Third Avenue Trust. It may involve more complex tasks like risk assessment, performance measurement, and customized reporting. 3. Consultancy Administration Agreement: In some cases, Third Avenue Trust may require specialized consulting services from EPSF Advisors, Inc. This agreement focuses on advisory support, providing guidance on investment strategies, asset allocation, and market research. 4. Outsourced Administration Agreement: For certain investment projects or portfolios, Third Avenue Trust may opt to outsource the entire administrative function to EPSF Advisors, Inc. This agreement focuses on the transfer of all administrative responsibilities, including day-to-day operations and oversight. By entering into the Maricopa Arizona Administration Agreement, EPSF Advisors, Inc. and Third Avenue Trust mutually commit to a professional partnership centered on effective investment administration. The agreement serves as a crucial document that governs their working relationship, ensuring clear expectations, high-quality service delivery, and shared accountability.