Oakland Michigan 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: Oakland
• 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. Oakland, Michigan Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust The Oakland, Michigan Administration Agreement is a legally binding contract between EPSF Advisors, Inc. and Third Avenue Trust. This agreement outlines the terms and conditions under which EPSF Advisors, Inc. renders administrative services related to investments on behalf of Third Avenue Trust. Keywords: Oakland, Michigan, Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, retaining, render administrative services, investment. The purpose of this agreement is to establish a professional working relationship between EPSF Advisors, Inc. and Third Avenue Trust, ensuring efficient and effective administrative support for investment activities. The parties involved recognize the importance of clear communication, reliability, and adherence to regulatory requirements in the investment process. EPSF Advisors, Inc., a reputable financial services firm, is appointed as the administrative service provider responsible for maintaining and overseeing various administrative tasks related to Third Avenue Trust's investment portfolio. These services ensure the smooth operation and organization of investment-related activities, allowing Third Avenue Trust to focus on core investment decisions. Under this Agreement, EPSF Advisors, Inc. agrees to: 1. Provide administrative support: EPSF Advisors, Inc. will perform a range of administrative tasks, including record-keeping, document management, and financial reporting. They will ensure compliance with relevant laws and regulations governing investments. 2. Technology infrastructure: EPSF Advisors, Inc. will maintain the necessary technology infrastructure to support investment administration. This includes maintaining secure databases, software systems, and other technological resources required for efficient investment management. 3. Communication and reporting: EPSF Advisors, Inc. will maintain regular communication with Third Avenue Trust, providing timely reports on investment performance, transaction statements, account balances, and other relevant information. They will also facilitate communication between Third Avenue Trust and any external stakeholders, such as auditors or regulators. 4. Compliance and risk management: EPSF Advisors, Inc. will assist Third Avenue Trust in adhering to applicable investment regulations and will implement risk management strategies where necessary. They will also ensure that all necessary filings and documentation required by regulatory bodies are completed accurately and on time. Types of Oakland, Michigan Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investments may include: 1. General Administration Agreement: This agreement covers the overall administrative services provided by EPSF Advisors, Inc. to Third Avenue Trust, encompassing day-to-day administrative tasks, reporting, and compliance management. 2. Technology Services Agreement: This agreement focuses specifically on the technology infrastructure and support services provided by EPSF Advisors, Inc. It outlines the responsibilities of EPSF Advisors, Inc. in maintaining secure databases, software systems, and other technological resources necessary for investment administration. 3. Compliance and Regulatory Agreement: This agreement provides a detailed framework for EPSF Advisors, Inc. to assist Third Avenue Trust in meeting regulatory requirements. It outlines the specific compliance tasks, reporting obligations, and risk management procedures that EPSF Advisors, Inc. will fulfill on behalf of Third Avenue Trust. In summary, the Oakland, Michigan Administration Agreement serves as a vital contract between EPSF Advisors, Inc. and Third Avenue Trust, ensuring that EPSF Advisors, Inc. will provide comprehensive administrative support for investment-related activities. This agreement guarantees the efficient operation and compliance of Third Avenue Trust's investment portfolio, allowing them to focus on strategic investment decisions.

Oakland, Michigan Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust The Oakland, Michigan Administration Agreement is a legally binding contract between EPSF Advisors, Inc. and Third Avenue Trust. This agreement outlines the terms and conditions under which EPSF Advisors, Inc. renders administrative services related to investments on behalf of Third Avenue Trust. Keywords: Oakland, Michigan, Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, retaining, render administrative services, investment. The purpose of this agreement is to establish a professional working relationship between EPSF Advisors, Inc. and Third Avenue Trust, ensuring efficient and effective administrative support for investment activities. The parties involved recognize the importance of clear communication, reliability, and adherence to regulatory requirements in the investment process. EPSF Advisors, Inc., a reputable financial services firm, is appointed as the administrative service provider responsible for maintaining and overseeing various administrative tasks related to Third Avenue Trust's investment portfolio. These services ensure the smooth operation and organization of investment-related activities, allowing Third Avenue Trust to focus on core investment decisions. Under this Agreement, EPSF Advisors, Inc. agrees to: 1. Provide administrative support: EPSF Advisors, Inc. will perform a range of administrative tasks, including record-keeping, document management, and financial reporting. They will ensure compliance with relevant laws and regulations governing investments. 2. Technology infrastructure: EPSF Advisors, Inc. will maintain the necessary technology infrastructure to support investment administration. This includes maintaining secure databases, software systems, and other technological resources required for efficient investment management. 3. Communication and reporting: EPSF Advisors, Inc. will maintain regular communication with Third Avenue Trust, providing timely reports on investment performance, transaction statements, account balances, and other relevant information. They will also facilitate communication between Third Avenue Trust and any external stakeholders, such as auditors or regulators. 4. Compliance and risk management: EPSF Advisors, Inc. will assist Third Avenue Trust in adhering to applicable investment regulations and will implement risk management strategies where necessary. They will also ensure that all necessary filings and documentation required by regulatory bodies are completed accurately and on time. Types of Oakland, Michigan Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investments may include: 1. General Administration Agreement: This agreement covers the overall administrative services provided by EPSF Advisors, Inc. to Third Avenue Trust, encompassing day-to-day administrative tasks, reporting, and compliance management. 2. Technology Services Agreement: This agreement focuses specifically on the technology infrastructure and support services provided by EPSF Advisors, Inc. It outlines the responsibilities of EPSF Advisors, Inc. in maintaining secure databases, software systems, and other technological resources necessary for investment administration. 3. Compliance and Regulatory Agreement: This agreement provides a detailed framework for EPSF Advisors, Inc. to assist Third Avenue Trust in meeting regulatory requirements. It outlines the specific compliance tasks, reporting obligations, and risk management procedures that EPSF Advisors, Inc. will fulfill on behalf of Third Avenue Trust. In summary, the Oakland, Michigan Administration Agreement serves as a vital contract between EPSF Advisors, Inc. and Third Avenue Trust, ensuring that EPSF Advisors, Inc. will provide comprehensive administrative support for investment-related activities. This agreement guarantees the efficient operation and compliance of Third Avenue Trust's investment portfolio, allowing them to focus on strategic investment decisions.