The District of Columbia Trust Agreement is a legal document that outlines the terms and conditions of a trust established between Dean Witter Reynolds, Inc. (DRI) and The Bank of New York (BONY) regarding Select Equity Trust. This agreement serves as a reference for all parties involved, providing a comprehensive framework for managing and administering the trust. The District of Columbia Trust Agreement is specifically designed for Select Equity Trust, a type of investment vehicle managed by DRI and held in custody by BONY. This trust agreement details the roles and responsibilities of each party, establishes the investment objectives and guidelines, and specifies the terms for the distribution of income and assets. Key provisions covered in the District of Columbia Trust Agreement include the selection of investment securities, the determination of asset allocation strategies, and the appointment of a trustee. It also addresses issues such as the rights and duties of the trustee, the compensation structure, reporting requirements, and the procedures for making changes to the trust. Additionally, the District of Columbia Trust Agreement may include variations to suit different types of Select Equity Trusts. Some possible variations could include: 1. Growth Select Equity Trust: This type of trust agreement may focus on investments in growth-oriented companies and incorporate specific strategies to maximize long-term capital appreciation. 2. Income Select Equity Trust: A trust agreement for an income-focused investment vehicle that aims to generate a consistent stream of income through dividend-paying securities and other income-generating assets. 3. Balanced Select Equity Trust: This trust agreement could outline an investment strategy that seeks to maintain a balanced portfolio of equity investments across various sectors, taking into account both growth and income objectives. 4. Sector-specific Select Equity Trust: In some cases, the trust agreement may focus on investments within a particular sector or industry, such as technology, healthcare, or energy, tailoring the trust's investment approach accordingly. Overall, the District of Columbia Trust Agreement serves as a legally binding document that ensures transparency, accountability, and adherence to the established guidelines for managing Select Equity Trust under the partnership between DRI and BONY. It is crucial for all parties involved to fully understand and comply with the terms and conditions outlined in the agreement to effectively protect the interests of the trust and its beneficiaries.
District of Columbia Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust
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