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

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Multi-State
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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,

The Ohio Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is an important document that outlines the terms and conditions under which certain sub-administrative services will be rendered. This agreement establishes the working relationship between the two parties and defines their respective roles and responsibilities. Keyword: Ohio Sub-Administration Agreement, First Data Investor Services Group, Inc., EPSF Advisors, Inc., Rendering Certain Sub- Administrative Services The agreement ensures that First Data Investor Services Group, Inc. and EPSF Advisors, Inc. work collaboratively to provide efficient and effective sub-administrative services to their clients. The agreement may include various types, each concerning a specific aspect of the services being rendered. Here are a few possible types of Ohio Sub-Administration Agreement: 1. Ohio Sub-Administration Agreement for Fund Accounting Services: This type of agreement outlines the responsibilities of EPSF Advisors, Inc. in providing fund accounting services to First Data Investor Services Group, Inc. It may include tasks such as maintaining accurate and timely financial records, preparing financial statements, and reconciling accounts. 2. Ohio Sub-Administration Agreement for Transfer Agency Services: This agreement focuses on the responsibilities of EPSF Advisors, Inc. in managing the transfer agency services for First Data Investor Services Group, Inc. It may cover activities such as processing investor transactions, maintaining investor records, and providing customer support for investor inquiries. 3. Ohio Sub-Administration Agreement for Compliance Services: This specific type of agreement deals with the compliance-related aspects of sub-administrative services. EPSF Advisors, Inc. ensures that all applicable laws, regulations, and guidelines are adhered to by First Data Investor Services Group, Inc. The agreement may entail tasks such as monitoring regulatory changes, implementing compliance controls, and conducting internal audits. 4. Ohio Sub-Administration Agreement for Reporting Services: This agreement focuses on the reporting obligations of EPSF Advisors, Inc. to First Data Investor Services Group, Inc. It may include the preparation and provision of various reports, such as performance reports, investor statements, and regulatory filings. These are just a few examples of the potential types of Ohio Sub-Administration Agreements between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. The specific agreements may vary depending on the nature and scope of the sub-administrative services being provided. However, all types aim to ensure a smooth and compliant execution of the services outlined in the agreement.

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