Puerto Rico Sub-Administration Agreement: The Puerto Rico Sub-Administration Agreement is a legal document that establishes the terms and conditions governing the relationship between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. This agreement specifically pertains to the rendering of certain sub-administrative services in Puerto Rico. This agreement outlines the responsibilities and obligations of both parties involved in the sub-administration services. It sets forth the scope of work, timelines, performance expectations, and compensation arrangements. The ultimate goal of this agreement is to ensure efficient and effective sub-administrative services are provided to clients in Puerto Rico. Keywords: Puerto Rico, Sub-Administration Agreement, First Data Investor Services Group, EPSF Advisors, Rendering, Sub-Administrative Services. Different Types of Puerto Rico Sub-Administration Agreements: 1. Standard Sub-Administration Agreement: This type of agreement covers the general sub-administrative services provided by First Data Investor Services Group, Inc. and EPSF Advisors, Inc. These services may include fund accounting, investor record keeping, reporting, compliance oversight, and other related tasks. 2. Customized Sub-Administration Agreement: In certain cases, clients may require specific or tailored sub-administrative services to meet their unique needs. The customized sub-administration agreement outlines these specialized services, their scope, and any additional terms and fees associated with them. 3. Limited Scope Sub-Administration Agreement: Sometimes, clients may only require a limited range of sub-administrative services rather than a comprehensive package. The limited scope sub-administration agreement specifies the specific tasks or areas of responsibility covered by the agreement, ensuring clarity and avoiding any ambiguities. 4. Renewal Sub-Administration Agreement: When the initial term of a sub-administration agreement expires, both parties may enter into a renewal agreement if they wish to continue working together. This document outlines the renewed terms, such as revised fees, revised scope of work, and any modifications to the original agreement. 5. Termination Sub-Administration Agreement: In cases where either party wishes to terminate the sub-administration agreement, a termination agreement is employed. This document details the terms and conditions under which the agreement may be terminated, including notice periods, financial settlements, and any other relevant clauses. Keywords: Puerto Rico, Sub-Administration Agreement, First Data Investor Services Group, EPSF Advisors, Rendering, Sub-Administrative Services, Different Types, Standard, Customized, Limited Scope, Renewal, Termination.
Puerto Rico Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
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