San Jose California 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
• City: San Jose
• 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. San Jose, California is a bustling city located in the heart of Silicon Valley. Known for its technological advancements and thriving economy, it serves as the hub for numerous industries and companies. One notable agreement that takes place in this dynamic city is the Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust. This agreement marks the collaboration between EPSF Advisors, Inc., a prominent investment management firm, and Third Avenue Trust, a renowned financial institution. The primary purpose of this agreement is to retain EPSF Advisors, Inc. as the administrative service provider for investment-related matters. Keywords: San Jose California, Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, investment, administrative services, retaining, collaboration, technological advancements, Silicon Valley, economy, industries, companies, investment management. Different types of San Jose California Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust related to retaining EPSF to render administrative services with respect to investment include: 1. Standard Investment Administration Agreement: This type of agreement outlines the general administrative services and responsibilities that EPSF Advisors, Inc. will provide to Third Avenue Trust. It covers areas such as fund accounting, compliance monitoring, investor reporting, and regulatory filing. 2. Fund-Specific Administration Agreement: In certain cases, EPSF Advisors, Inc. may provide administrative services to specific investment funds managed by Third Avenue Trust. This agreement details the tailored administrative activities required for a particular fund, including fund operations, expense management, and investor services. 3. Performance-Based Administration Agreement: This type of agreement takes into consideration the performance of the investment portfolio. EPSF Advisors, Inc. may be entitled to additional compensation if predefined performance targets are achieved. This agreement incentivizes the administrative service provider to enhance the investment performance through efficient and effective administrative support. 4. Amended and Restated Administration Agreement: Over time, the original administration agreement may require modifications to accommodate changing circumstances or evolving regulations. This type of agreement serves as an updated version, outlining the revised terms and conditions between EPSF Advisors, Inc. and Third Avenue Trust regarding administrative services for investment-related matters. In conclusion, San Jose, California serves as the backdrop for the Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust concerning the retention of EPSF for administrative services related to investment. This agreement outlines the duties, responsibilities, and terms of collaboration between the parties, ensuring the smooth and efficient management of investment portfolios.

San Jose, California is a bustling city located in the heart of Silicon Valley. Known for its technological advancements and thriving economy, it serves as the hub for numerous industries and companies. One notable agreement that takes place in this dynamic city is the Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust. This agreement marks the collaboration between EPSF Advisors, Inc., a prominent investment management firm, and Third Avenue Trust, a renowned financial institution. The primary purpose of this agreement is to retain EPSF Advisors, Inc. as the administrative service provider for investment-related matters. Keywords: San Jose California, Administration Agreement, EPSF Advisors, Inc., Third Avenue Trust, investment, administrative services, retaining, collaboration, technological advancements, Silicon Valley, economy, industries, companies, investment management. Different types of San Jose California Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust related to retaining EPSF to render administrative services with respect to investment include: 1. Standard Investment Administration Agreement: This type of agreement outlines the general administrative services and responsibilities that EPSF Advisors, Inc. will provide to Third Avenue Trust. It covers areas such as fund accounting, compliance monitoring, investor reporting, and regulatory filing. 2. Fund-Specific Administration Agreement: In certain cases, EPSF Advisors, Inc. may provide administrative services to specific investment funds managed by Third Avenue Trust. This agreement details the tailored administrative activities required for a particular fund, including fund operations, expense management, and investor services. 3. Performance-Based Administration Agreement: This type of agreement takes into consideration the performance of the investment portfolio. EPSF Advisors, Inc. may be entitled to additional compensation if predefined performance targets are achieved. This agreement incentivizes the administrative service provider to enhance the investment performance through efficient and effective administrative support. 4. Amended and Restated Administration Agreement: Over time, the original administration agreement may require modifications to accommodate changing circumstances or evolving regulations. This type of agreement serves as an updated version, outlining the revised terms and conditions between EPSF Advisors, Inc. and Third Avenue Trust regarding administrative services for investment-related matters. In conclusion, San Jose, California serves as the backdrop for the Administration Agreement between EPSF Advisors, Inc. and Third Avenue Trust concerning the retention of EPSF for administrative services related to investment. This agreement outlines the duties, responsibilities, and terms of collaboration between the parties, ensuring the smooth and efficient management of investment portfolios.