Form of AMENDMENT OF SHAREHOLDER SERVICES AGREEMENT This Amendment to the Shareholder Services Agreement (the "Agreement") by and between American Funds Service Company (hereinafter "AFS") and ______________________ (hereinafter called the "Fund") is...Shareholder Services Agreement • February 14th, 2002 • Washington Mutual Investors Fund Inc • California
Contract Type FiledFebruary 14th, 2002 Company Jurisdiction
WASHINGTON MUTUAL INVESTORS FUND AMENDED AND RESTATED agreement and declaration of trustAgreement and Declaration of Trust • June 29th, 2020 • Washington Mutual Investors Fund • Delaware
Contract Type FiledJune 29th, 2020 Company JurisdictionWHEREAS, the Trustees of Washington Mutual Investors Fund entered into an Amended and Restated Agreement and Declaration of Trust dated as of October 18, 2017; and
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • June 30th, 2021 • Washington Mutual Investors Fund • California
Contract Type FiledJune 30th, 2021 Company Jurisdiction
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • June 30th, 2021 • Washington Mutual Investors Fund • California
Contract Type FiledJune 30th, 2021 Company JurisdictionTHIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT is between WASHINGTON MUTUAL INVESTORS FUND, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • June 30th, 2023 • Washington Mutual Investors Fund
Contract Type FiledJune 30th, 2023 Company
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • June 30th, 2017 • Washington Mutual Investors Fund • California
Contract Type FiledJune 30th, 2017 Company JurisdictionTHIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between Washington Mutual Investors Fund, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • June 30th, 2010 • Washington Mutual Investors Fund • New York
Contract Type FiledJune 30th, 2010 Company JurisdictionThis AGREEMENT is effective as of July 1, 2010, and is between JPMORGAN CHASE BANK, NATIONAL ASSOCIATION ("Bank") and Washington Mutual Investors Fund ("Customer").
WASHINGTON MUTUAL INVESTORS FUND AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • June 29th, 2018 • Washington Mutual Investors Fund • California
Contract Type FiledJune 29th, 2018 Company JurisdictionWHEREAS, WASHINGTON MUTUAL INVESTORS FUND (the “Fund”), is a Delaware statutory trust registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end management investment company that offers Class A shares; Class C shares; Class T shares; Class F-1 shares, Class F-2 shares and Class F-3 shares (“Class F shares”); Class 529-A shares, Class 529-C shares, Class 529-E shares, Class 529-T shares, Class 529-F-1 shares (“Class 529 shares”); and Class R-1 shares, Class R-2 shares, Class R-2E shares, Class R-3 shares, Class R-4 shares, Class R-5E shares, Class R-5 shares and Class R-6 shares (“Class R shares”) of beneficial interest (Class A shares, Class C shares, Class T shares, Class F shares, Class 529 shares and Class R shares, collectively, the “shares”);
FUND OF FUNDS INVESTMENT AGREEMENTFund of Funds Investment Agreement • June 30th, 2022 • Washington Mutual Investors Fund • California
Contract Type FiledJune 30th, 2022 Company JurisdictionTHIS 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”,
FORM OFBusiness Management Agreement • June 30th, 2005 • Washington Mutual Investors Fund Inc
Contract Type FiledJune 30th, 2005 Company
WASHINGTON MUTUAL INVESTORS FUND, INC. AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • June 30th, 2008 • Washington Mutual Investors Fund Inc • California
Contract Type FiledJune 30th, 2008 Company JurisdictionThe Distributor's Allocable Portion of Distribution Fees and CDSCs in respect of Class 529-C shares shall be 100% until such time as the Distributor shall cease to serve as exclusive distributor of Class 529-C shares; thereafter, collections that constitute CDSCs and Distribution Fees relating to Class 529-C shares shall be allocated among the Distributor and any successor distributor ("Successor Distributor") in accordance with this Schedule. At such time as the Distributor's Allocable Portion of the Distribution Fees equals zero, the Successor Distributor shall become the Distributor for purposes of this Allocation Schedule.
FORM OF [NAME OF FUND] AMENDED SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of April 1, 2003, are [name of fund] (hereinafter called "the Fund") and American Funds Service Company, a California corporation...Shareholder Services Agreement • June 18th, 2004 • Washington Mutual Investors Fund Inc
Contract Type FiledJune 18th, 2004 Company
Form of AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • June 29th, 2006 • Washington Mutual Investors Fund Inc • California
Contract Type FiledJune 29th, 2006 Company JurisdictionWHEREAS, [Name of Fund] (the “Fund”), is a [Maryland corporation][Massachusetts business trust] registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end diversified investment company that offers Class [various] shares; and
FORM OF AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 8th, 2009 • Washington Mutual Investors Fund Inc • California
Contract Type FiledApril 8th, 2009 Company JurisdictionWHEREAS, [Name of Fund] (the “Fund”), is a [State of Formation] [corporation/business trust] registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end diversified investment company that offers Class C shares; Class F-1 shares, Class F-2 shares (together, the “Class F shares”); Class R-1 shares, Class R-2 shares, Class R-3 shares, Class R-4 shares, Class R-5 shares, and Class R-6 shares (collectively, the “Class R shares”); and Class 529-A shares, Class 529-B shares, Class 529-C shares, Class 529-E shares, and Class 529-F-1 shares (collectively, the “Class 529 shares”); and
PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • June 30th, 2010 • Washington Mutual Investors Fund • California
Contract Type FiledJune 30th, 2010 Company JurisdictionTHIS PRINCIPAL UNDERWRITING AGREEMENT, is between WASHINGTON MUTUAL INVESTORS FUND, a Delaware statutory trust (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the "Distributor").
GRAPHIC OMITTED] American Funds Distributors 333 South Hope Street o Los Angeles, California 90071 Telephone 800/421-9900, ext. 4 INSTITUTIONAL SELLING GROUP AGREEMENT Ladies and Gentlemen: We have entered into a principal underwriting agreement with...Institutional Selling Group Agreement • May 10th, 2002 • Washington Mutual Investors Fund Inc
Contract Type FiledMay 10th, 2002 Company
WASHINGTON MUTUAL INVESTORS FUND, INC. AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, is between WASHINGTON MUTUAL INVESTORS FUND, INC., a Maryland corporation (the "Fund"), and AMERICAN FUNDS...Principal Underwriting Agreement • February 14th, 2002 • Washington Mutual Investors Fund Inc • California
Contract Type FiledFebruary 14th, 2002 Company Jurisdiction
WASHINGTON MUTUAL INVESTORS FUND amended and restated agreement and declaration of trustAgreement and Declaration of Trust • June 28th, 2013 • Washington Mutual Investors Fund • Delaware
Contract Type FiledJune 28th, 2013 Company JurisdictionAMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST of WASHINGTON MUTUAL INVESTORS FUND, a Delaware statutory trust, made as of December 20, 2012, by the undersigned Trustees.
EXHIBIT E FORM OF [NAME OF FUND] AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between ______________ _______________________, a __________________ corporation/trust (the AFund@), and AMERICAN FUNDS...Principal Underwriting Agreement • March 9th, 2001 • Washington Mutual Investors Fund Inc
Contract Type FiledMarch 9th, 2001 CompanyMichael J. Downer Secretary Secretary SCHEDULE A TO THE AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT ALLOCATION SCHEDULE The following relates solely to Class B shares. The Distributor's Allocable Portion of Distribution Fees and CDSCs in respect of Class B shares shall be 100% until such time as the Distributor shall cease to serve as exclusive distributor of Class B shares; thereafter, collections that constitute CDSCs and Distribution Fees relating to Class B shares shall be allocated among the Distributor and any successor distributor ("Successor Distributor") in accordance with this Schedule. Defined terms used in this Schedule and not otherwise defined herein shall have the meanings assigned to them in the Amended and Restated Principal Underwriting Agreement (the ADistribution Agreement@), of which this Schedule is a part. As used herein the following terms shall have the meanings indicated: "Commission Share" means each B share issued under circumstances which would no
ATTACHMENT TO ADMINISTRATIVE SERVICES AGREEMENT AMENDMENT OF SHAREHOLDER SERVICES AGREEMENTAdministrative Services Agreement • March 9th, 2001 • Washington Mutual Investors Fund Inc • California
Contract Type FiledMarch 9th, 2001 Company JurisdictionFORM OF [FUND NAME] ADMINISTRATIVE SERVICES AGREEMENT WHEREAS, _______________ (the "Fund"), is a [Maryland corporation/Massachusetts Business Trust] registered under the Investment Company Act of 1940, as amended (the "1940 Act"), as an open-end diversified investment company that offers Class C shares and Class F shares; and WHEREAS, Capital Research and Management Company (the "Investment Adviser"), is a Delaware corporation registered under the Investment Advisers Act of 1940, as amended, and is engaged in the business of providing investment advisory and related services to the Fund and to other investment companies; and WHEREAS, the Fund wishes to have the Investment Adviser arrange for and coordinate and monitor the provision of transfer agent and shareholder services ("transfer agent services") and certain other administrative services (other than those provided pursuant to any other agreement with the Fund), including but not limited to recordkeeping, transactional services, t
With respect to sales of shares of any tax-exempt fund, the commission schedule for sales of shares to retirement plans of organizations with assets of $100 million or more is inapplicable. 4. On sales of shares of Companies listed in Category 3 on...Principal Underwriting Agreement • April 22nd, 1997 • Washington Mutual Investors Fund Inc • Hawaii
Contract Type FiledApril 22nd, 1997 Company JurisdictionPRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between WASHINGTON MUTUAL INVESTORS FUND, INC., a Maryland corporation (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation ("AFD"). W I T N E S S E T H: WHEREAS, the Fund is registered under the Investment Company Act of 1940 (the "1940 Act"), as an open-end investment company which offers shares of common stock and it is a part of the business of the Fund, and affirmatively in the interest of the Fund, to offer its shares for sale, either continuously, or from time to time by means of such arrangements as are determined by its Directors to be appropriate; and WHEREAS, AFD is engaged in the business of promoting the distribution of shares of investment companies through securities dealers; and WHEREAS, the Fund and AFD wish to enter into an agreement with each other to promote the distribution of the shares of the Fund; NOW, THEREFORE, the parties agree as follows: 1. (a) AFD shall be the
INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • June 30th, 2023 • Washington Mutual Investors Fund
Contract Type FiledJune 30th, 2023 CompanyTHIS AMENDED AND RESTATED investment advisory and service AGREEMENT, dated and effective as of the 1st day of September, 2022, is made and entered into by and between WASHINGTON MUTUAL INVESTORS FUND, a Delaware statutory trust, (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
WASHINGTON MUTUAL INVESTORS FUND ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • June 30th, 2010 • Washington Mutual Investors Fund • California
Contract Type FiledJune 30th, 2010 Company JurisdictionWHEREAS, WASHINGTON MUTUAL INVESTORS FUND (the “Fund”), is a Delaware statutory trust registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end diversified investment company that offers Class C shares; Class F-1 shares, Class F-2 shares (together, “Class F shares”); Class R-1 shares, Class R-2 shares, Class R-3 shares, Class R-4 shares, Class R-5 shares, Class R-6 shares (collectively, “Class R shares”); and Class 529-A shares, Class 529-B shares, Class 529-C shares, Class 529-E shares, and Class 529-F-1 shares (collectively “Class 529 shares”) of beneficial interest;
FORM OF INDEMNIFICATION AGREEMENTIndemnification Agreement • June 30th, 2005 • Washington Mutual Investors Fund Inc • Maryland
Contract Type FiledJune 30th, 2005 Company Jurisdiction
WASHINGTON MUTUAL INVESTORS FUND INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • June 30th, 2010 • Washington Mutual Investors Fund
Contract Type FiledJune 30th, 2010 CompanyTHIS INVESTMENT ADVISORY AGREEMENT, dated and effective as of the 1st day of July, 2010, is made and entered into by and between WASHINGTON MUTUAL INVESTORS FUND, a Delaware Statutory Trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
WASHINGTON MUTUAL INVESTORS FUND AMENDMENT OF AMENDED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • June 29th, 2007 • Washington Mutual Investors Fund Inc
Contract Type FiledJune 29th, 2007 CompanyThis Amendment to the Amended Shareholder Services Agreement (the "Agreement") by and between American Funds Service Company (hereinafter, "AFS") and Washington Mutual Investors Fund (hereinafter, the "Fund") is dated as of the 1st day of November, 2006.
BUSINESS MANAGEMENT AGREEMENTBusiness Management Agreement • June 30th, 2008 • Washington Mutual Investors Fund Inc
Contract Type FiledJune 30th, 2008 CompanyAGREEMENT, dated this 19th day of June, 2008, by and between Washington Mutual Investors Fund, Inc. (the "Fund"), and Washington Management Corporation (the "Corporation").
WASHINGTON MUTUAL INVESTORS FUND, INC. and CAPITAL RESEARCH AND MANAGEMENT COMPANY INVESTMENT ADVISORY AGREEMENT AGREEMENT, made this 1st day of November, 1990, between Washington Mutual Investors Fund, Inc. (the "Fund"), and Capital Research and...Investment Advisory Agreement • April 22nd, 1997 • Washington Mutual Investors Fund Inc
Contract Type FiledApril 22nd, 1997 Company
WASHINGTON MUTUAL INVESTORS FUND AND WASHINGTON MANAGEMENT CORPORATION AMENDED AND RESTATED BUSINESS MANAGEMENT AGREEMENTBusiness Management Agreement • June 18th, 2004 • Washington Mutual Investors Fund Inc
Contract Type FiledJune 18th, 2004 Company
WASHINGTON MUTUAL INVESTORS FUND and WASHINGTON MANAGEMENT CORPORATION BUSINESS MANAGEMENT AGREEMENTBusiness Management Agreement • June 28th, 2013 • Washington Mutual Investors Fund
Contract Type FiledJune 28th, 2013 CompanyWHEREAS, the Fund seeks to enter into this Agreement with the Corporation to become effective upon the anticipated assignment and termination (the “Effective Time”) of the Business Management Agreement dated as of July 1, 2010, as amended from time to time, by and between the Fund and the Corporation;
ALLOCATION SCHEDULE The following relates solely to Class B shares. The Distributor's Allocable Portion of Distribution Fees and CDSCs in respect of Class B shares shall be 100% until such time as the Distributor shall cease to serve as exclusive...Principal Underwriting Agreement • March 9th, 2000 • Washington Mutual Investors Fund Inc
Contract Type FiledMarch 9th, 2000 CompanyWASHINGTON MUTUAL INVESTORS FUND, INC. AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between WASHINGTON MUTUAL INVESTORS FUND, INC., a Maryland corporation (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation ("the Distributor"). W I T N E S S E T H: WHEREAS, the Fund is registered under the Investment Company Act of 1940, as amended (the "1940 Act"), as an open-end diversified investment company which offers two classes of shares of common stock, designated as Class A shares and Class B shares, and it is a part of the business of the Fund, and affirmatively in the interest of the Fund, to offer shares of the Fund either from time to time or continuously as determined by the Fund's officers subject to authorization by its Board of Directors; and WHEREAS, the Distributor is engaged in the business of promoting the distribution of shares of investment companies through securities broker-dealers; and WHEREAS, the Fund
INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory Agreement • June 30th, 2015 • Washington Mutual Investors Fund
Contract Type FiledJune 30th, 2015 CompanyTHIS investment advisory and service AGREEMENT, dated and effective as of the 1st day of September, 2014, is made and entered into by and between WASHINGTON MUTUAL INVESTORS FUND, a Delaware statutory trust, (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • June 30th, 2014 • Washington Mutual Investors Fund
Contract Type FiledJune 30th, 2014 CompanyTHIS investment advisory and service AGREEMENT, dated and effective as of the 1st day of September, 2014, is made and entered into by and between WASHINGTON MUTUAL INVESTORS FUND, a Delaware statutory trust, (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
WASHINGTON MUTUAL INVESTORS FUND AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • June 28th, 2012 • Washington Mutual Investors Fund • California
Contract Type FiledJune 28th, 2012 Company JurisdictionWHEREAS, Washington Mutual Investors Fund (the “Fund”), is a Delaware statutory trust registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end diversified investment company that offers Class A shares; Class C shares; Class F-1 shares, Class F-2 shares (together, “Class F shares”); Class R-1 shares, Class R-2 shares, Class R-3 shares, Class R-4 shares, Class R-5 shares, Class R-6 shares (collectively, “Class R shares”); and Class 529-A shares, Class 529-B shares, Class 529-C shares, Class 529-E shares, and Class 529-F-1 shares (collectively “Class 529 shares”) of beneficial interest (Class A shares, Class C shares, Class F shares, Class R shares and Class 529 shares collectively the “shares”);