Coordination, Oversight and Monitoring of Service Providers. As set forth in the Administrative Services Agreement between the Fund and CRMC, CRMC shall coordinate, monitor and oversee the activities performed by the Service Providers with which AFS contracts. AFS shall monitor Service Providers’ provision of services including the delivery of Customer account statements and all Fund-related material, including summary prospectuses and/or prospectuses, shareholder reports, and proxies. FUND OF FUNDS INVESTMENT AGREEMENT THIS FUND OF FUNDS INVESTMENT AGREEMENT (this “Agreement”), dated as of January 19, 2022, by and among [ ], a [ ] life insurance company (the “Insurance Company”), on behalf of itself and certain of its separate accounts; [ ], an open-end management investment company organized under the laws of [ ] (the “Trust”), on behalf of itself and each fund, severally and not jointly, listed on Attachment A under the heading “Acquiring Funds,” as such Attachment A shall be amended from time to time (each such fund, an “Acquiring Fund”, and together, the “Acquiring Funds”); [ ], a corporation organized under the laws of [ ] (the “Adviser”); Capital Research and Management Company, a corporation organized under the laws of the State of Delaware (“CRMC”); each fund, severally and not jointly, listed on Attachment B under the heading “Retail Funds”, as such Attachment B shall be amended from time to time (each such fund listed under the heading “Retail Funds”, a “Retail Fund” or an “Acquired Fund”, and collectively, the “Acquired Funds”); and American Funds Service Company, a corporation organized under the laws of the State of California (the “Transfer Agent”, and collectively with the Insurance Company, the Trust, the Adviser, the Acquiring Funds, CRMC and the Acquired Funds, the “Parties”, and each of them, a “Party”).
Appears in 4 contracts
Samples: Shareholder Services Agreement (American Funds Global Balanced Fund), Shareholder Services Agreement (New World Fund Inc), Shareholder Services Agreement (American Mutual Fund)