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

State:
Multi-State
City:
San Antonio
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, San Antonio, Texas is a vibrant city located in the southwestern part of the state. Known for its rich history, cultural diversity, and thriving economy, San Antonio offers a multitude of attractions and opportunities for residents and visitors alike. The Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services is an important partnership that aims to provide efficient and reliable sub-administrative services to clients and investors. This agreement encompasses various aspects of sub-administration, ensuring the smooth operation and management of financial services. Keywords: San Antonio, Texas, sub-administration, agreement, First Data Investor Services Group, EPSF Advisors, services, financial, administration, management, investors, clients. There may be different types of San Antonio Texas Sub-Administration Agreements between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. Some potential variations could include: 1. General Sub-Administration Agreement: This type of agreement outlines the overall scope and responsibilities of the sub-administrative services provided by EPSF Advisors on behalf of First Data Investor Services Group in San Antonio, Texas. 2. Investment Sub-Administration Agreement: This specific agreement focuses on the sub-administrative services related to investment management, including tasks such as portfolio valuation, trade reconciliation, and performance reporting. 3. Fund Sub-Administration Agreement: This agreement is primarily centered around the sub-administration services provided for mutual funds or investment funds based in San Antonio, Texas. It typically covers activities like fund accounting, investor servicing, and compliance. 4. Compliance Sub-Administration Agreement: This type of agreement specifically focuses on the sub-administrative services related to regulatory compliance, ensuring that all necessary legal and industry requirements are met by First Data Investor Services Group in San Antonio, Texas. 5. Technology Sub-Administration Agreement: This agreement outlines the provision of sub-administrative services related to technology systems and software utilized by First Data Investor Services Group in San Antonio, Texas. It may include tasks like system maintenance, data integrity, and IT support. It's important to note that the specific types of Sub-Administration Agreements may vary depending on the requirements and needs of both parties involved.

San Antonio, Texas is a vibrant city located in the southwestern part of the state. Known for its rich history, cultural diversity, and thriving economy, San Antonio offers a multitude of attractions and opportunities for residents and visitors alike. The Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services is an important partnership that aims to provide efficient and reliable sub-administrative services to clients and investors. This agreement encompasses various aspects of sub-administration, ensuring the smooth operation and management of financial services. Keywords: San Antonio, Texas, sub-administration, agreement, First Data Investor Services Group, EPSF Advisors, services, financial, administration, management, investors, clients. There may be different types of San Antonio Texas Sub-Administration Agreements between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. Some potential variations could include: 1. General Sub-Administration Agreement: This type of agreement outlines the overall scope and responsibilities of the sub-administrative services provided by EPSF Advisors on behalf of First Data Investor Services Group in San Antonio, Texas. 2. Investment Sub-Administration Agreement: This specific agreement focuses on the sub-administrative services related to investment management, including tasks such as portfolio valuation, trade reconciliation, and performance reporting. 3. Fund Sub-Administration Agreement: This agreement is primarily centered around the sub-administration services provided for mutual funds or investment funds based in San Antonio, Texas. It typically covers activities like fund accounting, investor servicing, and compliance. 4. Compliance Sub-Administration Agreement: This type of agreement specifically focuses on the sub-administrative services related to regulatory compliance, ensuring that all necessary legal and industry requirements are met by First Data Investor Services Group in San Antonio, Texas. 5. Technology Sub-Administration Agreement: This agreement outlines the provision of sub-administrative services related to technology systems and software utilized by First Data Investor Services Group in San Antonio, Texas. It may include tasks like system maintenance, data integrity, and IT support. It's important to note that the specific types of Sub-Administration Agreements may vary depending on the requirements and needs of both parties involved.

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