Massachusetts Trust Agreement, also known as the Reference Trust Agreement, is a legally binding contract between financial institutions, such as Dean Witter Reynolds, Inc., and The Bank of New York. This specific agreement pertains to the management of Select Equity Trust, a collective investment fund. The Massachusetts Trust Agreement defines the roles, responsibilities, rights, and obligations of both parties involved in the management and administration of the Select Equity Trust. It outlines the investment objectives, strategies, and restrictions that must be followed by the fund manager. Under the Massachusetts Trust Agreement, Dean Witter Reynolds, Inc. acts as the fund manager, responsible for overseeing the portfolio management, investment decisions, and day-to-day operations of Select Equity Trust. The Bank of New York, on the other hand, assumes the role of the trustee, ensuring compliance with legal and regulatory requirements. This agreement also includes provisions for the distribution of income and guarantees protection of the Trust's assets. It establishes the rights of the participants in the trust, including the ability to withdraw their investments or transfer them to another fund managed by Dean Witter Reynolds, Inc. While the Massachusetts Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is the primary focus, it is important to note that variations of this agreement may exist based on specific investment objectives and fund offerings. These variations could include different types of trust agreements tailored to other investment strategies or asset classes, such as fixed income, international equities, or sector-focused funds. In conclusion, the Massachusetts Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is a comprehensive legal document that establishes the framework for managing and administering this specific investment fund. It ensures transparency, accountability, and proper stewardship of the trust's assets, benefiting the participants involved in the fund.
Massachusetts Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust
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How to fill out Trust Agreement Reference Trust Agreement Between Dean Witter Reynolds, Inc. And The Bank Of New York Regarding Select Equity Trust?
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