Cuyahoga Ohio Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services

• Category: Corporations - Public - Administration
• State: Multi-State
• County: Cuyahoga
• Control #: US-EG-9408
• Format: Word; Rich Text

Description

Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding the retention of Investor Services Group to render certain sub-administrative services with respect to investment portfolios dated October 1, The Cuyahoga Ohio Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a comprehensive contractual arrangement that outlines the provision of specific sub-administrative services by EPSF Advisors, Inc. on behalf of First Data Investor Services Group, Inc. in the Cuyahoga Ohio region. This agreement serves to define the responsibilities, rights, and obligations of both parties involved in rendering these sub-administrative services. The agreement ensures a smooth and efficient operation of administrative tasks related to various financial products and services offered by First Data Investor Services Group, Inc. in Cuyahoga County, Ohio. It encompasses a wide range of areas, including but not limited to: 1. Fund Administration: EPSF Advisors, Inc. undertakes the responsibility to perform various administrative tasks, such as fund accounting, investor reporting, compliance monitoring, and regulatory filings on behalf of First Data Investor Services Group, Inc. in compliance with relevant laws and regulations. 2. Investor Services: EPSF Advisors, Inc. is responsible for providing exceptional investor support services, including investor onboarding, account maintenance, transaction processing, and handling investor inquiries and complaints promptly and professionally. 3. Record Keeping and Reporting: EPSF Advisors, Inc. maintains accurate and up-to-date records of investor holdings, transactions, and other relevant data. They prepare regular reports on fund performance, investor statements, and other necessary documentation as per the requirements outlined in the agreement. 4. Compliance and Regulatory Oversight: EPSF Advisors, Inc. assists First Data Investor Services Group, Inc. in ensuring compliance with applicable regulations, industry standards, and internal policies and procedures. This includes monitoring regulatory changes, performing due diligence, and implementing necessary controls to mitigate potential compliance risks. 5. Technology Infrastructure: EPSF Advisors, Inc. provides necessary technological infrastructure, systems, and tools required to support the sub-administrative services effectively. This includes secure data storage, information exchange platforms, and software solutions for seamless operations. It should be noted that the Cuyahoga Ohio Sub-Administration Agreement may have different types or variations depending on the specific products or services being administered by EPSF Advisors, Inc. Examples of these variations could include agreements pertaining to mutual funds, hedge funds, private equity funds, or other investment vehicles offered by First Data Investor Services Group, Inc. In conclusion, the Cuyahoga Ohio Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a crucial contractual framework that ensures smooth, efficient, and compliant administration of various financial products and services. It encompasses a wide range of administrative tasks and responsibilities tailored to the specific needs of First Data Investor Services Group, Inc. in the Cuyahoga Ohio region.

The Cuyahoga Ohio Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a comprehensive contractual arrangement that outlines the provision of specific sub-administrative services by EPSF Advisors, Inc. on behalf of First Data Investor Services Group, Inc. in the Cuyahoga Ohio region. This agreement serves to define the responsibilities, rights, and obligations of both parties involved in rendering these sub-administrative services. The agreement ensures a smooth and efficient operation of administrative tasks related to various financial products and services offered by First Data Investor Services Group, Inc. in Cuyahoga County, Ohio. It encompasses a wide range of areas, including but not limited to: 1. Fund Administration: EPSF Advisors, Inc. undertakes the responsibility to perform various administrative tasks, such as fund accounting, investor reporting, compliance monitoring, and regulatory filings on behalf of First Data Investor Services Group, Inc. in compliance with relevant laws and regulations. 2. Investor Services: EPSF Advisors, Inc. is responsible for providing exceptional investor support services, including investor onboarding, account maintenance, transaction processing, and handling investor inquiries and complaints promptly and professionally. 3. Record Keeping and Reporting: EPSF Advisors, Inc. maintains accurate and up-to-date records of investor holdings, transactions, and other relevant data. They prepare regular reports on fund performance, investor statements, and other necessary documentation as per the requirements outlined in the agreement. 4. Compliance and Regulatory Oversight: EPSF Advisors, Inc. assists First Data Investor Services Group, Inc. in ensuring compliance with applicable regulations, industry standards, and internal policies and procedures. This includes monitoring regulatory changes, performing due diligence, and implementing necessary controls to mitigate potential compliance risks. 5. Technology Infrastructure: EPSF Advisors, Inc. provides necessary technological infrastructure, systems, and tools required to support the sub-administrative services effectively. This includes secure data storage, information exchange platforms, and software solutions for seamless operations. It should be noted that the Cuyahoga Ohio Sub-Administration Agreement may have different types or variations depending on the specific products or services being administered by EPSF Advisors, Inc. Examples of these variations could include agreements pertaining to mutual funds, hedge funds, private equity funds, or other investment vehicles offered by First Data Investor Services Group, Inc. In conclusion, the Cuyahoga Ohio Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a crucial contractual framework that ensures smooth, efficient, and compliant administration of various financial products and services. It encompasses a wide range of administrative tasks and responsibilities tailored to the specific needs of First Data Investor Services Group, Inc. in the Cuyahoga Ohio region.