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

State:
Multi-State
County:
Pima
Control #:
US-EG-9408
Format:
Word; 
Rich Text
Instant download

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 Lima Arizona Sub-Administration Agreement refers to a contractual arrangement between First Data Investor Services Group, Inc. (hereafter referred to as "First Data") and EPSF Advisors, Inc. (hereafter referred to as "EPSF"), concerning the rendering of specific sub-administrative services. This agreement outlines the terms and conditions under which EPSF will provide such services to First Data in relation to their operations in Lima, Arizona. Under the Lima Arizona Sub-Administration Agreement, EPSF will assume the responsibility of carrying out various sub-administrative tasks on behalf of First Data. These tasks may include but are not limited to data entry, record-keeping, client communication, report generation, and other administrative duties specific to the financial industry. EPSF will act as a sub-administrator for First Data and support their operational activities in Lima, Arizona. The purpose of this agreement is to define the scope of services EPSF will deliver and specify the expectations and obligations of both parties involved. It establishes a framework that ensures efficient collaboration between First Data and EPSF, helping them streamline their operations and enhance the overall administration of investment services in Lima, Arizona. As for different types of Lima Arizona Sub-Administration Agreements, they may vary depending on the specific requirements and preferences of First Data and EPSF. These variations could include agreements tailored to different service levels, differing coverage areas within Lima, Arizona, or contracts with different durations or fee structures. Each unique agreement may address the distinct needs of First Data and EPSF, while still adhering to the general principles outlined in the standard Lima Arizona Sub-Administration Agreement template.

The Lima Arizona Sub-Administration Agreement refers to a contractual arrangement between First Data Investor Services Group, Inc. (hereafter referred to as "First Data") and EPSF Advisors, Inc. (hereafter referred to as "EPSF"), concerning the rendering of specific sub-administrative services. This agreement outlines the terms and conditions under which EPSF will provide such services to First Data in relation to their operations in Lima, Arizona. Under the Lima Arizona Sub-Administration Agreement, EPSF will assume the responsibility of carrying out various sub-administrative tasks on behalf of First Data. These tasks may include but are not limited to data entry, record-keeping, client communication, report generation, and other administrative duties specific to the financial industry. EPSF will act as a sub-administrator for First Data and support their operational activities in Lima, Arizona. The purpose of this agreement is to define the scope of services EPSF will deliver and specify the expectations and obligations of both parties involved. It establishes a framework that ensures efficient collaboration between First Data and EPSF, helping them streamline their operations and enhance the overall administration of investment services in Lima, Arizona. As for different types of Lima Arizona Sub-Administration Agreements, they may vary depending on the specific requirements and preferences of First Data and EPSF. These variations could include agreements tailored to different service levels, differing coverage areas within Lima, Arizona, or contracts with different durations or fee structures. Each unique agreement may address the distinct needs of First Data and EPSF, while still adhering to the general principles outlined in the standard Lima Arizona Sub-Administration Agreement template.

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