Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment
Understanding this form
The Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust is a legal document that formalizes the relationship between the two parties for administrative services concerning investment portfolios. This agreement specifies the roles, responsibilities, and compensation of EQSF as it assists the Trust in managing its financial activities. Unlike other similar agreements, this document outlines specific terms tailored to the investment management context, ensuring clarity in service expectations and legal compliance.
Key components of this form
- Appointment of Administrator: Details the appointment of EQSF as the administrator of the Fund.
- Duties of EQSF: Outlines specific responsibilities of EQSF, including treasury services.
- Compensation Structure: Specifies how EQSF will be compensated for its services, including fees and reimbursable expenses.
- Indemnification Clauses: Provides terms for indemnification between the parties in case of claims.
- Confidentiality Provisions: Ensures that both parties maintain confidentiality about proprietary information.
When to use this document
This form should be used when a Trust or investment company intends to engage an administrative service provider for the management of its investment portfolios. It is particularly relevant when establishing clear operational standards, defining duties and expectations, or when the Trust requires assistance in regulatory compliance and financial management tasks. This agreement helps protect both parties by outlining their respective rights and responsibilities.
Intended users of this form
- Investment funds that require administrative services.
- Financial institutions and advisors who need clear contractual arrangements with service providers.
- Legal professionals tasked with drafting or reviewing administrative agreements.
- Trustees managing multiple investment portfolios seeking administrative support.
Instructions for completing this form
- Identify the parties involved: Specify EQSF Advisors, Inc. and Third Avenue Trust as the contracting parties.
- Define the effective date: Enter the date the agreement will take effect.
- Detail the administrative duties: Clearly outline the specific services EQSF will provide in the appropriate section.
- Include compensation terms: Specify the fee structure and any conditions for payment.
- Sign and date the document: Ensure that authorized representatives from both parties sign the agreement.
Does this form need to be notarized?
This form does not typically require notarization to be legally valid. However, some jurisdictions or document types may still require it. US Legal Forms provides secure online notarization powered by Notarize, available 24/7 for added convenience.
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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
We protect your documents and personal data by following strict security and privacy standards.
Typical mistakes to avoid
- Failing to clearly define the scope of services provided.
- Inadequate specification of compensation terms, leading to disputes.
- Not including proper signage from authorized representatives.
- Overlooking state-specific legal requirements that may apply.
Advantages of online completion
- Convenience of downloading the agreement at any time.
- Editability allows customization to fit specific needs and circumstances.
- Access to legal forms drafted by licensed attorneys, ensuring reliability.
- Streamlined process for creating legally binding agreements.
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FAQ
The base salary for Fund Administrator ranges from $46,427 to $60,509 with the average base salary of $52,781. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $46,948 to $61,503 with the average total cash compensation of $53,894.
The qualifications you need to pursue a career as a trust administrator include a bachelor's degree in accounting, finance, or a similar field and several years of experience in investment banking, trust administration, financial planning, or estate planning.
Administering a living trust after your death is not cost-free. Even if probate is avoided, the successor trustee should usually seek help from a lawyer in making sure that your debts are paid, all of the necessary tax forms filed and the assets in your trust legally distributed to your beneficiaries.
A Trust Administrator manages a financial account on behalf of someone else.In addition, you pay taxes, make distributions, and provide asset information to beneficiaries on behalf of the trust.
Average Salary for a Trust OfficerTrust Officers in America make an average salary of $70,967 per year or $34 per hour. The top 10 percent makes over $130,000 per year, while the bottom 10 percent under $38,000 per year.
Most financial institutions require trust officers to have a bachelor's degree in business, accounting, or a related field. Senior level trust officers may be required to hold a master's degree in business administration.
Trust administration refers to the trustees' management of trust property according to the trust document's terms and for the benefit of the beneficiaries after the settlor's death.It is recommended to work with an attorney to help facilitate the process for the trustees throughout the process.
A Trust Administrator manages a financial account on behalf of someone else.In addition, you pay taxes, make distributions, and provide asset information to beneficiaries on behalf of the trust.