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

State:
Multi-State
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 Florida Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a mutually beneficial contract that outlines the terms and conditions under which EPSF Advisors will provide specific sub-administrative services to First Data Investor Services in the state of Florida. This agreement plays a crucial role in ensuring seamless operations and efficient management of sub-administrative tasks within the financial industry. The agreement encompasses various key elements, including the scope of services to be rendered by EPSF Advisors, the responsibilities and obligations of both parties, the duration of the agreement, compensation terms, and termination clauses. It is designed to define the roles and expectations of each party to ensure clear communication, accountability, and adherence to regulatory requirements. Within the Florida Sub-Administration Agreement, there may be different types of agreements based on the specific sub-administrative services being rendered. Some possible variations may include: 1. Fund Accounting Agreement: This type of agreement focuses on the provision of accounting services related to fund management, including maintaining accurate financial records, reconciling transactions, preparing financial statements, and providing timely reporting. EPSF Advisors would assume responsibility for these critical accounting tasks as outlined in the agreement. 2. Investor Servicing Agreement: This agreement would outline the procedures and responsibilities related to investor management services, such as maintaining investor records, processing subscriptions and redemptions, handling investor communications, and addressing investor inquiries. EPSF Advisors would act as the sub-administrator, supporting First Data Investor Services in effectively servicing their investors. 3. Compliance Agreement: In this type of agreement, EPSF Advisors would take on the responsibility of ensuring compliance with relevant laws, regulations, and industry standards. This may involve conducting periodic audits, maintaining compliance documentation, monitoring regulatory changes, and implementing necessary processes to mitigate risks. The agreement would outline the specific compliance tasks to be performed by EPSF Advisors. It is important to note that the exact types of sub-administrative agreements may vary depending on the specific needs and requirements of First Data Investor Services and the nature of their business operation in Florida. These agreements serve as the foundation for a well-structured and collaborative partnership between the two parties, helping to facilitate efficient sub-administration services while maintaining regulatory compliance.

Free preview
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
  • Preview Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services

How to fill out Florida Sub-Administration Agreement Between First Data Investor Services Group, Inc. And EQSF Advisors, Inc. Regarding Rendering Certain Sub-Administrative Services?

If you wish to full, down load, or produce legal file web templates, use US Legal Forms, the biggest selection of legal forms, which can be found on the Internet. Utilize the site`s easy and practical lookup to get the files you need. Different web templates for enterprise and person uses are categorized by categories and claims, or search phrases. Use US Legal Forms to get the Florida Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services with a couple of mouse clicks.

When you are already a US Legal Forms customer, log in to the bank account and then click the Obtain button to have the Florida Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services. You can also accessibility forms you earlier acquired within the My Forms tab of the bank account.

If you use US Legal Forms for the first time, follow the instructions under:

  • Step 1. Ensure you have selected the shape for your correct area/country.
  • Step 2. Make use of the Preview method to look over the form`s content. Never overlook to read the description.
  • Step 3. When you are not satisfied together with the form, use the Search industry on top of the screen to find other versions from the legal form format.
  • Step 4. Once you have discovered the shape you need, select the Get now button. Choose the prices plan you choose and include your credentials to register to have an bank account.
  • Step 5. Procedure the deal. You should use your Мisa or Ьastercard or PayPal bank account to accomplish the deal.
  • Step 6. Choose the structure from the legal form and down load it on the system.
  • Step 7. Full, change and produce or indication the Florida Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services.

Each and every legal file format you get is your own for a long time. You may have acces to each form you acquired within your acccount. Go through the My Forms area and decide on a form to produce or down load once again.

Contend and down load, and produce the Florida Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services with US Legal Forms. There are many skilled and status-particular forms you may use for the enterprise or person requirements.

Form popularity

Interesting Questions

More info

... Agreement Between First Data Investor Services Group, Inc ... regarding Rendering Certain Sub-Administrative Services straight from the US Legal Forms website. Palm Beach Florida Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain ...... the “Company”), and CNL FUND ADVISORS COMPANY, a Florida corporation, (hereinafter referred to as the “Administrator”). W I T N E S S E T H: WHEREAS, the ... (x) oversee the performance of sub-administrative and other professional services rendered to the Company by others. ... by a Sub-Administrator. Except as ... ... ADVISERS, INC., a New York corporation ( "EQSF "). Form preview Agreement ... between FIRST DATA INVESTOR SERVICES GROUP, INC., a Massachusetts. Form ... ... for Registration as an Investment Adviser (State Registered) (1) New Applications. (a) Applicants for initial registration of an investment adviser shall file ... When the Fund first reported to shareholders on October. 31, 1990, it had a portfolio of ten securities including municipal bonds, corporate bonds, corporate ... ... Agreement with the Adviser for investment advice and certain management functions ... provides certain of these administrative services on behalf of the Adviser. The Employer is financially responsible for the payment of all claims paid under the Group Health Plan. Financial arrangements regarding the payment of such ... Jan 30, 1990 — Ch. 15) and the regulations of the Administrative Committee of the ... Documents are on file for public inspection in the Office of the Federal ...

Trusted and secure by over 3 million people of the world’s leading companies

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