Minnesota Amendment to Trust Agreement Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company

State:
Multi-State
Control #:
US-EG-9324
Format:
Word; 
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Description

First Amendment to Trust Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company dated May 15, 1999. 7 pages.

The Minnesota Amendment to Trust Agreement is a legal document that outlines any modifications or additions made to an existing trust agreement between Polaris Industries, Inc. and Fidelity Management Trust Company in the state of Minnesota. This agreement is crucial for both parties involved as it ensures that any changes in trust terms are accurately recorded and legally binding. The primary purpose of a Minnesota Amendment to Trust Agreement is to update or alter specific provisions within an original trust agreement. These changes could be related to beneficiaries, trustees, distribution of assets, or any other terms stipulated in the trust. There can be various types of Minnesota Amendments to Trust Agreements, based on the specific nature of the modifications being made. For example: 1. Beneficiary Amendment: This type of amendment focuses on altering the beneficiaries listed in the original trust agreement. It may include adding, removing, or adjusting the distribution percentages among beneficiaries. 2. Terms and Conditions Amendment: This amendment type is concerned with revising the terms and conditions of the trust agreement. It could include changing the duration of the trust, modifying restrictions on assets, or updating the powers granted to trustees. 3. Administrative Amendment: An administrative amendment typically addresses procedural changes, such as altering the process for making distributions, changing the frequency of reporting, or updating the contact information of trustees or beneficiaries. 4. Investment Amendment: This type of amendment pertains specifically to changes in investment strategies or guidelines for the trust. It may include modifying the permissible asset classes, adjusting risk tolerances, or adding new investment options. When drafting a Minnesota Amendment to Trust Agreement, it is critical to ensure compliance with Minnesota state laws and regulations to maintain the legal validity of the amendment. Both Polaris Industries, Inc. and Fidelity Management Trust Company should seek legal advice during the preparation and review process to ensure the amendment is accurate, comprehensive, and aligns with their intended goals and objectives. By executing a Minnesota Amendment to Trust Agreement, Polaris Industries, Inc. and Fidelity Management Trust Company demonstrate their commitment to maintaining a well-structured and flexible trust that meets the evolving needs of the trust's beneficiaries and aligns with their respective financial strategies and objectives.

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  • Preview Amendment to Trust Agreement Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company
  • Preview Amendment to Trust Agreement Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company
  • Preview Amendment to Trust Agreement Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company
  • Preview Amendment to Trust Agreement Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company
  • Preview Amendment to Trust Agreement Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company
  • Preview Amendment to Trust Agreement Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company

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FAQ

FMR LLC (Fidelity Investments) is a provider of investment management. It offers solutions such as account and trade, planning and advice, and varied investment products. Account and trade comprise portfolio management, trading, and cash management services.

Top 50 FMR LLC Holdings StockCompany Name% of PortfolioMSFTMicrosoft Corp5.89%NVDANvidia Corporation4.85%AAPLApple Inc4.41%METAMeta Platforms Inc3.39%46 more rows

Fidelity Investments, commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

Fidelity Management & Research Company (FMR Co.) acts as the investment advisor to Fidelity's family of mutual funds. FMR Co. has three fund divisions: Equity, High-Income and Fixed-Income.

"Fidelity Investments" and/or "Fidelity" refers collectively to FMR LLC, a U.S. company, and its subsidiaries, including but not limited to Fidelity Management & Research Company LLC (FMR), FIAM LLC and FIAM TC.

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This agreement is specifically tailored to meet the unique needs and preferences of both parties involved. It establishes a solid framework for Polaris ... Download Second Amendment to Trust Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company from the US Legal Forms web site. It ...On the first page of the Trustee Amendment, please fill in the name and date of your original Trust agreement, as well as the name(s) of the Current Trustee ... IN WITNESS WHEREOF, the Trustee and Company have caused this First Amendment to be executed by their duly authorized officers effective as of the day and year ... Polaris Industries Inc. (Former name). Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of ... Open the document and fill out all its fields. Apply your legally-binding eSignature. Save and invite other recipients to sign it. Polaris 401(k) Retirement Savings Plan Trust Agreement between Polaris Industries, and Fidelity Management Trust Co Fidelity 401k US Legal Forms. Jul 21, 2022 — Depending on the type of trust you have and the changes you want to make, a trust amendment form can be a quick, simple way to make changes to ... Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 ... ... agreement, members of the Johnson family group may be deemed under the Investment Company ... the Schedule 13D filed by Polaris Management with the SEC on. July ...

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Minnesota Amendment to Trust Agreement Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company