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

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US-EG-9408
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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,

An Idaho Sub-Administration Agreement is a legal document that outlines the terms and conditions of the partnership between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. It specifically pertains to the rendering of certain sub-administrative services in the state of Idaho. This agreement is designed to define the roles, responsibilities, and obligations of both parties involved in providing efficient and effective sub-administrative services to clients based in Idaho. The agreement encompasses a range of relevant keywords such as: 1. Sub-Administration: Referring to the specific type of administrative services being provided by EPSF Advisors, Inc. under this agreement. 2. Rendering: Indicating the act of providing or delivering the agreed-upon sub-administrative services. 3. First Data Investor Services Group, Inc.: One of the parties involved in this agreement, responsible for overseeing and ensuring the successful execution of sub-administrative services. 4. EPSF Advisors, Inc.: The second party involved, responsible for actually performing the sub-administrative services as outlined in the agreement. 5. Idaho: The geographic location where these sub-administrative services are being rendered, implying compliance with the local state laws and regulations. 6. Investor Services: The scope of services provided under the agreement, likely involving activities related to investment management, financial reporting, and client servicing. 7. Partnership: Describes the collaborative relationship between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. under this agreement. 8. Terms and Conditions: Refers to the rules and guidelines that govern the agreement, including payment terms, termination clauses, and confidentiality requirements. 9. Obligations: The specific duties, tasks, and responsibilities that each party is obliged to fulfill throughout the duration of the agreement. 10. Clients: The individuals or entities for whom the sub-administrative services are being provided.

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  • 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

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Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services. This agreement aims to establish clear guidelines and responsibilities for both parties involved, ensuring efficient and smooth operations. Keywords: Los ...The Administrator acknowledges that it shall be responsible to ensure that (i) any reimbursement to the Company's investment advisers and/or sub-advisers, or ... Duties of the Administrator, 1. 2. Confidentiality, 3. 3. Appointment of Sub-Administrator; Sub-Administrator Expenses, 4. 4. Approved Budget, 5. Consumer Finance Bureau. The Consumer Finance Bureau licenses and supervises financial service providers pursuant to the Idaho Residential Mortgage Practices ... Provides the investment adviser's policy regarding termination of the contract, in compliance with. 17 CFR 275.204-3(b). (3-24-05) e. Detailed description of ... Third Avenue Funds are offered by prospectus only. Prospectuses contain more complete information on advisory fees, distribution charges, and other expenses ... DHC has also agreed to reimburse, upon request, EGI's out-of-pocket expenses related to services provided under the investment advisory agreement. For ... a non-exclusive investment advisory agreement with Equity Group Investments, LLC ... provide, at the request of DHC, certain investment banking services to the under the Investment Company Act of 1940 and containing four investment series of which he is a trustee, and EQSF Advisers, Inc. ("EQSF"), Third Avenue Trust's

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