The Virginia Sub-Administration Agreement between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. is a comprehensive contract that outlines the terms and conditions for rendering certain sub-administrative services. This agreement serves as a legally binding document that establishes the roles, responsibilities, and obligations of both parties involved in the provision of sub-administrative services in the state of Virginia. Under this agreement, First Data Investor Services Group, Inc. and EPSF Advisors, Inc. agree to collaborate and work closely to ensure efficient and effective delivery of specific sub-administrative services. These services may include but are not limited to record-keeping, data management, reporting, compliance oversight, and other administrative tasks related to investment management and advisory services. The Virginia Sub-Administration Agreement outlines the scope of services to be provided, the duration of the agreement, and the compensation terms, including any fees or commission structures that may be applicable. It also includes provisions for confidentiality, intellectual property rights, termination conditions, and dispute resolution mechanisms. In addition to the standard Virginia Sub-Administration Agreement, there may be variations or specific types of agreements tailored to meet the unique requirements of the parties involved. Some examples of these variations may include: 1. Virginia Sub-Administration Agreement for Mutual Funds: This specific agreement focuses on the sub-administrative services provided by First Data Investor Services Group, Inc. and EPSF Advisors, Inc. to mutual funds operating within the state of Virginia. It may include additional provisions related to fund accounting, valuation, and compliance specific to the mutual fund industry. 2. Virginia Sub-Administration Agreement for Retirement Plans: This agreement is specific to the sub-administrative services offered by First Data Investor Services Group, Inc. and EPSF Advisors, Inc. to retirement plans, such as 401(k) plans or individual retirement accounts (IRAs). It may incorporate provisions related to participant account management, contribution processing, and compliance with retirement plan regulations. These are just a few examples of the different types of Virginia Sub-Administration Agreements that can be established between First Data Investor Services Group, Inc. and EPSF Advisors, Inc. The specific terms and variations of the agreement are tailored to the needs and requirements of the parties involved, ensuring a mutually beneficial partnership in providing sub-administrative services in the state of Virginia.
Virginia Sub-Administration Agreement between First Data Investor Services Group, Inc. and EQSF Advisors, Inc. regarding Rendering Certain Sub-Administrative Services
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