The Virgin Islands Trust Agreement, also known as the Reference Trust Agreement, is a legally binding document between Dean Witter Reynolds, Inc. and The Bank of New York, pertaining specifically to the Select Equity Trust. This agreement outlines the terms and conditions of the trust relationship and governs the management and administration of the trust assets. Key elements of the Virgin Islands Trust Agreement include: 1. Parties involved: The Agreement identifies Dean Witter Reynolds, Inc. as the trust settler or granter, and The Bank of New York as the trustee responsible for managing and safeguarding the trust assets on behalf of the beneficiaries. 2. Trust purpose: The Agreement states that it is established for the benefit of the beneficiaries and sets forth the objective or purpose of the trust, which in this case is the Select Equity Trust. 3. Trust assets: The Agreement specifies the nature and extent of the trust assets, which typically consist of securities, stocks, and other financial instruments related to the Select Equity Trust. 4. Powers and duties of the trustee: The Agreement outlines the responsibilities and obligations of The Bank of New York as the trustee, including investment management, record keeping, reporting, and distribution of income or assets to the beneficiaries. 5. Beneficiaries and their entitlements: The Agreement identifies the beneficiaries of the trust and describes their respective entitlements to income, principal, or both. It may also include provisions for potential changes in beneficiaries or their shares. 6. Duration and termination: The Agreement establishes the duration of the trust and indicates circumstances under which it may be terminated, such as the fulfillment of its purpose, expiration of a specified period, or other triggering events. Different types of Virgin Islands Trust Agreement Reference Trust Agreements between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust may include variations like: 1. Select Equity Trust Agreement for Growth and Income: This type of agreement may focus on investments that aim for both capital appreciation and income generation. 2. Select Equity Trust Agreement for High-Yield Investments: This variant could emphasize investments that offer higher yields, potentially involving riskier securities or alternative asset classes. 3. Select Equity Trust Agreement for Sector-Specific Investments: This agreement might concentrate on specific industry sectors or themes, allowing investors to target their investments based on specific interests or market trends. 4. Select Equity Trust Agreement for Tax-Advantaged Investments: This type of agreement might prioritize tax-efficient investment strategies, such as those focused on minimizing capital gains or maximizing tax deductions. These variations cater to different investment goals, risk tolerances, and financial planning preferences, offering flexibility and customization within the framework of the Virgin Islands Trust Agreement.
Virgin Islands Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust
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