EFTA00123001.pdf PDF
Trust Fund/Financial Management STAFF BLANK ROSTER (March 10, 2019 thru June 9, 2019) UNIT STAFF SUN MON TUE WED THU FRI SAT OFF I I I I …
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EFTA00736761.pdf PDF
Trust Funds Disbursed Regular Trust Account 05/15/09 ck#6225 Podhurst & 50,000.00 10/15/09 wire William Riley 50,000.00 12/08/09 ck#6290 Richard Hall 41,902.87 04/08/10 ck#6329 Richard…
EFTA01145985.pdf PDF
…pay the Annuity Payments. (E) Adjustment. If the initial fair market value of the Trust Fund of a Trust is incorrectly determined by the Trustees, then within a reasonable period after the value is finally determined for federal tax purposes…
EFTA00607892.pdf PDF
…shall have the power to appoint any part or all of the Trust Fund to or for the benefit of such one or more of the Settlor's issue (other than the Primary Beneficiary and other than those whose deaths…
EFTA01111564.pdf PDF
…shall have the power to appoint any part or all of the Trust Fund to or for the benefit of such one or more of the Senior's issue (other than the Primary Beneficiary and other than those whose deaths…
EFTA00237720.pdf PDF
…commingled trust funds, corporations, and other institutional investors, and serving as investment managers, administrators, distributors and/or placement agents for a number of funds. The UBS AG subsidiaries registered as investment advisers in the United States include the entities below…
EFTA00237111.pdf PDF
…commingled trust funds, corporations, and other institutional investors, and serving as investment managers, administrators, distributors and/or placement agents for a number of funds. The UBS AG subsidiaries registered as investment advisers in the United States include the entities below…
EFTA00601828.pdf PDF
…Similarly, any trust established for either JUDY or JON pursuant to the authority granted to the Trustees under paragraphs (B) or (C) of this Clause FOURTH shall not be funded with an amount in excess of the sum of Ten…
EFTA00616777.pdf PDF
…Beneficiary shall have the absolute right, from time to time, to direct the Trustees to pay to the Primary Beneficiary out of the Trust Fund an aggregate amount not exceeding the amount (the "Annual Amount"), if any, by which (i)…
EFTA01451630.pdf PDF
…of investors listed in the First Addendum (the 'Addendum") to the Securities Law, ("Sophisticated Investors"), namely joint investment funds or mutual trust funds. provident funds, insurance companies, banking corporations (purchasing Interests for themselves or for clients who are Sophisticated Investors)…
EFTA00312918.pdf PDF
…not productive at the time of investment, interests in trusts, investment trusts, whether of the open and/or dosed fund types, and participation in common, collective or pooled trust funds of the Trustee, insurance contracts on the life of any…
EFTA00616851.pdf PDF
…Beneficiary shall have the absolute right, from time to time, to direct the Trustees to pay to the Primary Beneficiary out of the Trust Fund an aggregate amount not exceeding the amount (the "Annual Amount"), if any, by which (i)…
EFTA01452031.pdf PDF
…of investors listed in the First Addendum (the 'Addendum") to the Securities Law, ("Sophisticated Investors"), namely joint investment funds or mutual trust funds. provident funds, insurance companies, banking corporations (purchasing Interests for themselves or for clients who are Sophisticated Investors)…
EFTA01193891.pdf PDF
…respect to, and trade in stocks (common or preferred), bonds, notes, obligations (secured or unsecured), securities of open-end and closed-end investment companies and common trust funds, other securities (issued or to be issued), commodities, futures, options, executory contracts…
EFTA01295536.pdf PDF
…transactions with respect to, and.trade in stocks (common or preferred), bonds, notts,.:obligations (secured or unsecured), securities of open-end and closed-end investment companies and common trust funds, other securities (issued or to be issued), commodi0es, futures, options…
EFTA00284269.pdf PDF
…an indemnity trust established for future legal claims against the Original Manager as part of the management transition transaction (see Note 5). The Fund does not have any control over the use of such cash by the trust and there…
EFTA00589350.pdf PDF
…shall have the power to appoint any part or all of the Trust Fund to or for the benefit of such one or more of the Settlor's issue (other than the Primary Beneficiary and other than those whose deaths…
EFTA00585024.pdf PDF
…remainder of such trust hereunder that would cause the exercise of such power to be treated as a gift by such Trustee for Federal gift tax purposes, (iii) whose disclaimer, in his or her individual capacity, resulted in the funding…
EFTA01378618.pdf PDF
…take possession of the assets of such trust and collect the income and profits from such assets, and to invest and reinvest such assets in real, personal, or mixed assets (including the common trust funds of a corporate fiduciary) or…
EFTA01368834.pdf PDF
…take possession of the assets of such trust and collect the income and profits from such assets, and to invest and reinvest such assets in real, personal, or mixed assets (including the common trust funds of a corporate fiduciary) or…
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