Common use of Delivery of Trust Documentation Clause in Contracts

Delivery of Trust Documentation. The Adviser shall deliver to the Sub-Adviser copies of: (x) the Trust’s current Agreement and Declaration of Trust and Bylaws, as may be amended from time to time (collectively, “Organic Documents”); (y) each Fund’s current prospectus and statement of additional information as may be amended from time to time (collectively, as currently in effect (“Prospectuses”); and (z) all current Trust policies and procedures relevant to a Fund as may be amended from time to time (collectively, “Trust Procedures”);

Appears in 10 contracts

Samples: Investment Sub Advisory Agreement (Managed Portfolio Series), Investment Sub Advisory Agreement (Managed Portfolio Series), Investment Sub Advisory Agreement (Managed Portfolio Series)

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Delivery of Trust Documentation. The Adviser shall deliver to the Sub-Adviser copies of: (xi) the Trust’s current Agreement and Declaration of Trust and BylawsBy-laws, as may be amended from time to time (collectively, “Organic Documents”); (yii) each Fund’s current prospectus and statement of additional information as may be amended from time to time (collectively, as currently in effect (“Prospectuses”); and (ziii) all current Trust policies and procedures relevant to a Fund as may be amended from time to time (collectively, “Trust Procedures”);

Appears in 9 contracts

Samples: Investment Sub Advisory Agreement (Total Fund Solution), Investment Sub Advisory Agreement (Total Fund Solution), Investment Sub Advisory Agreement (Total Fund Solution)

Delivery of Trust Documentation. The Adviser shall deliver to the Sub-Adviser copies of: (x) the Trust’s current Agreement and Declaration of Trust and Bylaws, as may be amended from time to time (collectively, “Organic Documents”); (y) each the Fund’s current prospectus and statement of additional information as may be amended from time to time (collectively, as currently in effect (“Prospectuses”); and (z) all current Trust policies and procedures relevant to a the Fund as may be amended from time to time (collectively, “Trust Procedures”);

Appears in 6 contracts

Samples: Investment Sub Advisory Agreement (Managed Portfolio Series), Investment Sub Advisory Agreement (Managed Portfolio Series), Investment Sub Advisory Agreement (Managed Portfolio Series)

Delivery of Trust Documentation. The Adviser shall deliver to the Sub-Adviser copies of: (x) the Trust’s current Agreement and Declaration of Trust and Bylaws, as may be amended from time to time (collectively, “Organic Documents”); (y) each the Fund’s current prospectus and statement of additional information as may be amended from time to time (collectively, as currently in effect (“Prospectuses”); and (z) all current Trust policies and procedures relevant to a the Fund as may be amended from time to time (collectively, “Trust Procedures”);

Appears in 5 contracts

Samples: Investment Sub Advisory Agreement (Investment Managers Series Trust), Investment Sub Advisory Agreement (Investment Managers Series Trust), Investment Sub Advisory Agreement (Investment Managers Series Trust)

Delivery of Trust Documentation. The Adviser shall deliver to the Sub-Adviser copies of: (x) the Trust’s current Agreement and Declaration of Trust and Bylaws, as may be amended from time to time (collectively, “Organic Documents”); (y) each the Fund’s current prospectus and statement of additional information as may be amended from time to time (collectively, as currently in effect (“Prospectuses”); and (z) all current Trust policies and procedures relevant to a Fund as may be amended from time to time (collectively, “Trust Procedures”);

Appears in 3 contracts

Samples: Investment Sub Advisory Agreement (Investment Managers Series Trust), Investment Sub Advisory Agreement (Investment Managers Series Trust), Investment Sub Advisory Agreement (Investment Managers Series Trust)

Delivery of Trust Documentation. The Adviser shall deliver to the Sub-Adviser copies of: (x) the Trust’s current Agreement and Declaration of Trust and Bylaws, as may be amended from time to time (collectively, “Organic Documents”); (y) each Fund’s current prospectus and statement of additional information as may be amended from time to time (collectively, as currently in effect (“Prospectuses”); and (z) all current Trust policies and procedures relevant to a Fund as may be amended from time to time (collectively, “Trust Procedures”);

Appears in 2 contracts

Samples: Investment Sub Advisory Agreement (Investment Managers Series Trust), Investment Sub Advisory Agreement (Investment Managers Series Trust)

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Delivery of Trust Documentation. The Adviser shall deliver to the Sub-Adviser copies of: (x) the Trust’s current Agreement and Declaration of Trust and Bylaws, as may be amended from time to time (collectively, “Organic Organizational Documents”); (y) each the Fund’s current prospectus and statement of additional information as may be amended from time to time (collectively, as currently in effect (“ProspectusesProspectus”); and (z) all current Trust policies and procedures relevant to a the Fund as may be amended from time to time (collectively, “Trust Procedures”);

Appears in 2 contracts

Samples: Investment Sub Advisory Agreement (Horizon Funds), Investment Sub Advisory Agreement (Horizon Funds)

Delivery of Trust Documentation. The Adviser shall deliver to the Sub-Adviser copies of: (x) the Trust’s current Agreement and Declaration of Trust and Bylaws, as may be amended from time to time (collectively, “Organic Organizational Documents”); (y) each the Fund’s current prospectus and statement of additional information as may be amended from time to time (collectively, as currently in effect (ProspectusesProspectus”); and (z) all current Trust policies and procedures relevant to a the Fund as may be amended from time to time (collectively, “Trust Procedures”);

Appears in 1 contract

Samples: Investment Sub Advisory Agreement (Investment Managers Series Trust)

Delivery of Trust Documentation. The Adviser shall deliver to the Sub-Adviser copies of: (x) the Trust’s current Agreement and Declaration of Trust and Bylaws, as may be amended from time to time (collectively, “Organic Documents”); (y) each Fund’s current prospectus and statement of additional information as may be amended from time to time (collectively, as currently in effect (“Prospectuses”); and (z) all current Trust policies and procedures relevant to a Fund as may be amended from time to time (collectively, “Trust Procedures”);; (b)

Appears in 1 contract

Samples: Investment Sub Advisory Agreement (Managed Portfolio Series)

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