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.
The Wayne Michigan Administration Agreement is a legal contract that establishes the terms and conditions between EPSF Advisors, Inc. and Third Avenue Trust regarding the retention of EPSF to provide administrative services related to investment. This agreement outlines the specific roles, responsibilities, and obligations of both parties involved. EPSF Advisors, Inc. is a renowned financial services company that specializes in investment management and administration. Third Avenue Trust, on the other hand, is a trust company seeking professional administrative support to ensure efficient handling and oversight of their investment operations. Under this Administration Agreement, EPSF Advisors, Inc. agrees to provide comprehensive administrative services to Third Avenue Trust. These services may include but are not limited to: 1. Record-Keeping: EPSF will maintain accurate and up-to-date records of Third Avenue Trust's investments, transactions, and other relevant financial data. This ensures transparency and accountability. 2. Regulatory Compliance: EPSF will ensure that Third Avenue Trust operates in compliance with relevant laws, regulations, and industry standards. They will help monitor legal and regulatory changes and assist in implementing necessary adjustments. 3. Reporting and Analysis: EPSF will prepare regular reports, statements, and analysis of Third Avenue Trust's investment portfolio. These reports will include summaries of performance, risk assessments, and other relevant information to aid in decision-making. 4. Investor Services: EPSF will handle investor queries, requests, and account maintenance for Third Avenue Trust. They will maintain effective communication channels with investors, provide account statements, and facilitate capital distributions, if applicable. 5. Custodial Services: EPSF may also provide custody services, ensuring safekeeping and proper segregation of Third Avenue Trust's assets. This includes oversight of asset transfers, trade settlement, and custodial reporting. The Wayne Michigan Administration Agreement aims to ensure a streamlined and efficient investment management process for Third Avenue Trust while relieving them of administrative burdens. By outsourcing these functions to EPSF Advisors, Inc., Third Avenue Trust can focus on their core responsibilities and strategic investment decisions while benefiting from professional support. Different types of Wayne Michigan Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust may exist, depending on the specific needs and preferences of the parties involved. Some possible variations include fee structure agreements, which outline how EPSF will be compensated for their services, or termination agreements, which establish conditions and processes for terminating the partnership. Each agreement will have distinct terms and provisions to cater to the unique requirements of Third Avenue Trust and EPSF Advisors, Inc.
The Wayne Michigan Administration Agreement is a legal contract that establishes the terms and conditions between EPSF Advisors, Inc. and Third Avenue Trust regarding the retention of EPSF to provide administrative services related to investment. This agreement outlines the specific roles, responsibilities, and obligations of both parties involved. EPSF Advisors, Inc. is a renowned financial services company that specializes in investment management and administration. Third Avenue Trust, on the other hand, is a trust company seeking professional administrative support to ensure efficient handling and oversight of their investment operations. Under this Administration Agreement, EPSF Advisors, Inc. agrees to provide comprehensive administrative services to Third Avenue Trust. These services may include but are not limited to: 1. Record-Keeping: EPSF will maintain accurate and up-to-date records of Third Avenue Trust's investments, transactions, and other relevant financial data. This ensures transparency and accountability. 2. Regulatory Compliance: EPSF will ensure that Third Avenue Trust operates in compliance with relevant laws, regulations, and industry standards. They will help monitor legal and regulatory changes and assist in implementing necessary adjustments. 3. Reporting and Analysis: EPSF will prepare regular reports, statements, and analysis of Third Avenue Trust's investment portfolio. These reports will include summaries of performance, risk assessments, and other relevant information to aid in decision-making. 4. Investor Services: EPSF will handle investor queries, requests, and account maintenance for Third Avenue Trust. They will maintain effective communication channels with investors, provide account statements, and facilitate capital distributions, if applicable. 5. Custodial Services: EPSF may also provide custody services, ensuring safekeeping and proper segregation of Third Avenue Trust's assets. This includes oversight of asset transfers, trade settlement, and custodial reporting. The Wayne Michigan Administration Agreement aims to ensure a streamlined and efficient investment management process for Third Avenue Trust while relieving them of administrative burdens. By outsourcing these functions to EPSF Advisors, Inc., Third Avenue Trust can focus on their core responsibilities and strategic investment decisions while benefiting from professional support. Different types of Wayne Michigan Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust may exist, depending on the specific needs and preferences of the parties involved. Some possible variations include fee structure agreements, which outline how EPSF will be compensated for their services, or termination agreements, which establish conditions and processes for terminating the partnership. Each agreement will have distinct terms and provisions to cater to the unique requirements of Third Avenue Trust and EPSF Advisors, Inc.