Maine Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust

• Category: Corporations - Public - Agreements - Trusts
• State: Multi-State
• Control #: US-EG-9280
• Format: Word; Rich Text

Description

Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust - Select Global 30 Portfolio 2000-1 dated January 5, 2000. 6 pages.

Maine Trust Agreement Reference Trust Agreement is a legal document executed between Dean Witter Reynolds, Inc. and The Bank of New York concerning Select Equity Trust. It serves as a formal agreement outlining the rights, obligations, and responsibilities of the parties involved. This detailed description will outline the main aspects of this agreement and provide insight into its importance. The Maine Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust aims to establish a trust structure for investment purposes. The agreement acts as a framework for managing and administering the Select Equity Trust, ensuring compliance with relevant laws and regulations. The primary objective of this Maine Trust Agreement is to facilitate the creation of a well-diversified portfolio of various equities. This enables investors to benefit from a range of investment opportunities while mitigating risks associated with individual stocks. The agreement clearly outlines how the trust will be managed and operated to achieve maximum return potential within specified investment guidelines. Some key components addressed in this agreement include: 1. Party Identification: The agreement provides the legal names of the parties involved, namely Dean Witter Reynolds, Inc. and The Bank of New York, establishing the trust relationship between them. 2. Purpose and Objectives: The agreement outlines the objectives and investment goals of the Select Equity Trust, which primarily focus on capital appreciation and income generation through equity investments. 3. Trust Assets: It defines the specific assets to be included in the trust, including individual stocks, bonds, exchange-traded funds (ETFs), and any other securities agreed upon between the parties. 4. Trustee Responsibilities: The duties, powers, and responsibilities of The Bank of New York as the trustee of the Select Equity Trust are clearly outlined in the agreement. This includes managing the assets, making investment decisions, and performing necessary administrative tasks while adhering to the agreed investment guidelines. 5. Investment Guidelines: The agreement establishes the investment parameters and restrictions for the Select Equity Trust, such as asset allocation, maximum exposure to specific sectors or industries, risk management strategies, and any other relevant conditions. 6. Reporting and Communication: The agreement specifies the frequency and format of the financial reports and statements to be provided by the trustee to Dean Witter Reynolds, Inc., ensuring transparency and accountability in the management of the trust. Different types of Maine Trust Agreement Reference Trust Agreement can be established depending on the specific investment strategy or asset class involved. Some examples include: — Maine Trust Agreement Reference Trust Agreement for Fixed Income Trust: This would focus on investments in fixed-income securities, such as government or corporate bonds, aiming for stable income generation and capital preservation. — Maine Trust Agreement Reference Trust Agreement for Real Estate Investment Trust (REIT): This type of agreement would govern investments in real estate assets or securities, providing investors with exposure to the real estate market and potential income through rents or property appreciation. — Maine Trust Agreement Reference Trust Agreement for Commodity Trust: Here, the agreement would pertain to investments in commodities, such as precious metals, energy products, or agricultural goods, allowing investors to diversify their portfolios beyond traditional asset classes. In conclusion, the Maine Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust establishes a comprehensive legal framework for managing and administering investment portfolios. By clearly defining the rights, duties, and responsibilities of the parties involved, this agreement ensures efficient and transparent management while safeguarding the interests of the investors.