New York Administration Agreements are formal legal contracts between EPSF Advisors, Inc. (EPSF) and Third Avenue Trust (TAT) that outline the terms and conditions for retaining EPSF to provide administrative services related to investment activities. These agreements are designed to establish a clear framework for the parties involved, ensuring efficient and effective collaboration while protecting the interests of both EPSF and TAT. The primary purpose of the New York Administration Agreement is to define the roles, responsibilities, and expectations of EPSF in its capacity as an administrative service provider to TAT. It covers various aspects such as operational support, financial reporting, compliance monitoring, and record-keeping. EPSF acts as a strategic partner to TAT, offering specialized expertise and infrastructure to enhance the management of investment-related administrative functions. Keywords: 1. New York Administration Agreement: Specifies the legal framework and provisions governing the administrative services' relationship between EPSF and TAT within the jurisdiction of New York. 2. EPSF Advisors, Inc.: The administrative service provider engaged to offer specialized support and expertise in managing investment-related administrative functions. 3. Third Avenue Trust: The entity entering into the agreement with EPSF to leverage their administrative services for professional and efficient investment management. 4. Administrative services: Describes the range of activities provided by EPSF, such as operational support, financial reporting, compliance monitoring, and record-keeping. 5. Investment administration: Refers to the specific focus of the administrative services provided by EPSF, which involve managing and supporting investment-related functions. Different types of New York Administration Agreements within the context of EPSF Advisors, Inc. and Third Avenue Trust can include: 1. Global Administration Agreement: This type of agreement encompasses a wide range of administrative services provided by EPSF to TAT on a global scale, extending beyond a specific geographic region or market. 2. Real Estate Investment Administration Agreement: Pertains specifically to the administrative services provided by EPSF to TAT in relation to real estate investment activities. This agreement may have additional clauses or provisions tailored to the unique requirements of managing real estate investments. 3. Mutual Fund Administration Agreement: Focuses on the administrative services provided by EPSF to TAT for mutual fund investment activities. It outlines the specific responsibilities related to managing the mutual fund's daily operations, regulatory compliance, reporting, and investor services. 4. Alternative Investment Administration Agreement: This agreement pertains to the specialized administrative services provided by EPSF to TAT for alternative investment strategies such as hedge funds, private equity funds, venture capital funds, or other non-traditional investment vehicles. These different types of New York Administration Agreements provide a framework for EPSF Advisors, Inc. and Third Avenue Trust to establish a mutually beneficial partnership while ensuring the efficient and effective management of administrative functions related to their investment activities.
New York Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment
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