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

State:
Multi-State
County:
Mecklenburg
Control #:
US-EG-9407
Format:
Word; 
Rich Text
Instant download

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. Mecklenburg North Carolina Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investment is a legal document that outlines the terms and conditions of the agreement between the two parties in relation to investment administration services. Keywords: Mecklenburg North Carolina, administration agreement, EPSF Advisors, Third Avenue Trust, administrative services, investment. The Mecklenburg North Carolina Administration Agreement serves as a contractual framework between EPSF Advisors, Inc. and Third Avenue Trust. It establishes the scope of services, responsibilities, and obligations of each party involved. By entering into this agreement, EPSF Advisors, Inc. agrees to provide administrative support and expertise in managing investments on behalf of Third Avenue Trust. Some types of Mecklenburg North Carolina Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investments might include: 1. Investment Administration Agreement: This type of agreement will focus specifically on the administrative services related to managing and overseeing investments. It will outline tasks such as record-keeping, reporting, compliance, and coordination of investment activities. 2. Custodial Administration Agreement: In this agreement, EPSF Advisors, Inc. may be appointed as a custodian for Third Avenue Trust's investment assets. The agreement will define the rights and responsibilities of both parties regarding the safekeeping, transfer, and reporting of the investment assets. 3. Fund Administration Agreement: If Third Avenue Trust operates investment funds, this agreement will outline the administrative services provided by EPSF Advisors, Inc. This may include fund accounting, investor services, financial reporting, and compliance with regulatory requirements. 4. Retirement Plan Administration Agreement: In cases where Third Avenue Trust administers retirement plans, this agreement will cover the administrative support provided by EPSF Advisors, Inc. It may include services like participant record-keeping, plan reporting, compliance monitoring, and communication support. These are just a few examples of the various types of Mecklenburg North Carolina Administration Agreements that could be established between EPSF Advisors, Inc. and Third Avenue Trust. The specific nature and scope of the agreement will depend on the needs and objectives of the parties involved.

Mecklenburg North Carolina Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investment is a legal document that outlines the terms and conditions of the agreement between the two parties in relation to investment administration services. Keywords: Mecklenburg North Carolina, administration agreement, EPSF Advisors, Third Avenue Trust, administrative services, investment. The Mecklenburg North Carolina Administration Agreement serves as a contractual framework between EPSF Advisors, Inc. and Third Avenue Trust. It establishes the scope of services, responsibilities, and obligations of each party involved. By entering into this agreement, EPSF Advisors, Inc. agrees to provide administrative support and expertise in managing investments on behalf of Third Avenue Trust. Some types of Mecklenburg North Carolina Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investments might include: 1. Investment Administration Agreement: This type of agreement will focus specifically on the administrative services related to managing and overseeing investments. It will outline tasks such as record-keeping, reporting, compliance, and coordination of investment activities. 2. Custodial Administration Agreement: In this agreement, EPSF Advisors, Inc. may be appointed as a custodian for Third Avenue Trust's investment assets. The agreement will define the rights and responsibilities of both parties regarding the safekeeping, transfer, and reporting of the investment assets. 3. Fund Administration Agreement: If Third Avenue Trust operates investment funds, this agreement will outline the administrative services provided by EPSF Advisors, Inc. This may include fund accounting, investor services, financial reporting, and compliance with regulatory requirements. 4. Retirement Plan Administration Agreement: In cases where Third Avenue Trust administers retirement plans, this agreement will cover the administrative support provided by EPSF Advisors, Inc. It may include services like participant record-keeping, plan reporting, compliance monitoring, and communication support. These are just a few examples of the various types of Mecklenburg North Carolina Administration Agreements that could be established between EPSF Advisors, Inc. and Third Avenue Trust. The specific nature and scope of the agreement will depend on the needs and objectives of the parties involved.

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