Pima Arizona 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:
Pima
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. Description: The Lima Arizona Administration Agreement is a legally binding contract between EPSF Advisors, Inc. and Third Avenue Trust. This agreement is specifically designed to outline the terms and conditions of retaining EPSF Advisors, Inc. to provide administrative services in relation to investment matters. Keywords: Lima Arizona, Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, administrative services, investment. There are several types of Lima Arizona Administration Agreements that can exist between EPSF Advisors, Inc. and Third Avenue Trust, regarding the retention of EPSF to render administrative services with respect to investment. Some of these types may include: 1. General Administration Agreement: This is a broad and comprehensive contract that covers various administrative services required for the investment activities of Third Avenue Trust. It may include services such as fund accounting, fund reporting, valuation, compliance monitoring, and investor relations. 2. Custodial Administration Agreement: Under this agreement, EPSF Advisors, Inc. acts as a custodian for the investment assets of Third Avenue Trust. It involves providing secure storage, record-keeping, and safekeeping of the assets, ensuring compliance with regulatory requirements, and facilitating transactions as per the instructions of Third Avenue Trust. 3. Transfer Agency Administration Agreement: This specific type of agreement focuses on the administration of the process of buying, selling, and transferring investment shares on behalf of Third Avenue Trust. EPSF Advisors, Inc. facilitates the transfer of ownership, maintains accurate records of investor transactions, tracks dividend distributions, and assists with other shareholder-related services. 4. Compliance Administration Agreement: This agreement revolves around ensuring compliance with various legal and regulatory requirements in the investment industry. EPSF Advisors, Inc. works closely with Third Avenue Trust to establish and maintain proper internal controls, conduct periodic assessments, and submit necessary reports to regulatory bodies. 5. Reporting Administration Agreement: This type of agreement primarily encompasses the generation and delivery of timely and accurate reports related to the investment activities of Third Avenue Trust. EPSF Advisors, Inc. consolidates data, prepares financial statements, performance reports, investor communications, and regulatory filings on behalf of Third Avenue Trust. These are just a few examples of the different types of Lima Arizona Administration Agreements that can be established between EPSF Advisors, Inc. and Third Avenue Trust. The specific terms and conditions of each agreement will be outlined in a detailed manner, ensuring clarity and mutual understanding between the parties involved.

Description: The Lima Arizona Administration Agreement is a legally binding contract between EPSF Advisors, Inc. and Third Avenue Trust. This agreement is specifically designed to outline the terms and conditions of retaining EPSF Advisors, Inc. to provide administrative services in relation to investment matters. Keywords: Lima Arizona, Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, administrative services, investment. There are several types of Lima Arizona Administration Agreements that can exist between EPSF Advisors, Inc. and Third Avenue Trust, regarding the retention of EPSF to render administrative services with respect to investment. Some of these types may include: 1. General Administration Agreement: This is a broad and comprehensive contract that covers various administrative services required for the investment activities of Third Avenue Trust. It may include services such as fund accounting, fund reporting, valuation, compliance monitoring, and investor relations. 2. Custodial Administration Agreement: Under this agreement, EPSF Advisors, Inc. acts as a custodian for the investment assets of Third Avenue Trust. It involves providing secure storage, record-keeping, and safekeeping of the assets, ensuring compliance with regulatory requirements, and facilitating transactions as per the instructions of Third Avenue Trust. 3. Transfer Agency Administration Agreement: This specific type of agreement focuses on the administration of the process of buying, selling, and transferring investment shares on behalf of Third Avenue Trust. EPSF Advisors, Inc. facilitates the transfer of ownership, maintains accurate records of investor transactions, tracks dividend distributions, and assists with other shareholder-related services. 4. Compliance Administration Agreement: This agreement revolves around ensuring compliance with various legal and regulatory requirements in the investment industry. EPSF Advisors, Inc. works closely with Third Avenue Trust to establish and maintain proper internal controls, conduct periodic assessments, and submit necessary reports to regulatory bodies. 5. Reporting Administration Agreement: This type of agreement primarily encompasses the generation and delivery of timely and accurate reports related to the investment activities of Third Avenue Trust. EPSF Advisors, Inc. consolidates data, prepares financial statements, performance reports, investor communications, and regulatory filings on behalf of Third Avenue Trust. These are just a few examples of the different types of Lima Arizona Administration Agreements that can be established between EPSF Advisors, Inc. and Third Avenue Trust. The specific terms and conditions of each agreement will be outlined in a detailed manner, ensuring clarity and mutual understanding between the parties involved.

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