INVESTMENT ADVISORY AGREEMENT This Investment Advisory and Management Agreement ("Agreement"), is made and entered into this 18th day of November, 1998 by and between Upright Investments Trust, a Delaware business trust (the "Fund"), and Upright...Investment Advisory Agreement • November 30th, 1998 • Upright Investments Trust
CUSTODY AGREEMENT THIS AGREEMENT, is made as of 06/27, 1998, by and between Upright Investments Trust, a business trust organized under the laws of the State of Delaware (the "Trust"), and THE FIFTH THIRD BANK, a banking company organized under the...Custody Agreement • September 16th, 1998 • Upright Investments Trust • Ohio
UNDERWRITING AGREEMENT THIS AGREEMENT is made as of August 21, 1998, by and between Upright Growth Fund, a portfolio of Upright Investments Trust of Delaware Business Trust ("FUND"),and Maxus Securities Corp., an Ohio corporation ("Underwriter")....Underwriting Agreement • September 16th, 1998 • Upright Investments Trust • Ohio
RECITALS:Transfer Agent Agreement • September 16th, 1998 • Upright Investments Trust • Ohio
BY-LAWS OF UPRIGHT INVESTMENTS TRUST ARTICLE I Agreement and Declaration of Trust and Principal OfficeUpright Investments Trust • July 30th, 1998
UNDERWRITING AGREEMENT THIS AGREEMENT is made as of November 18, 1998, by and between Upright Growth Fund, a portfolio of Upright Investments Trust of Delaware Business Trust ("FUND"),and Maxus Securities Corp., an Ohio corporation ("Underwriter")....Underwriting Agreement • November 30th, 1998 • Upright Investments Trust • Ohio
ADMINISTRATION AGREEMENT THIS ADMINISTRATION AGREEMENT is made and entered into this 18th day of November, 1998 by and between Upright Investments Trust, a Delaware business trust (the "Fund"), and Upright Financial Corporation, a New Jersey company...Administration Agreement • November 30th, 1998 • Upright Investments Trust
ADMINISTRATION AGREEMENT THIS ADMINISTRATION AGREEMENT is made and entered into this 8th day of September, 1998 by and between Upright Investments Trust, a Delaware business trust (the "Fund"), and Upright Financial Corporation, a New Jersey company...Administration Agreement • September 16th, 1998 • Upright Investments Trust
CUSTODY AGREEMENTCustody Agreement • January 12th, 2006 • Upright Investments Trust • Minnesota
This AGREEMENT, dated as of 3/30, 2004, by and between the Upright Investments Trust (the Trust ), a business trust organized under the laws of the State of Delaware, acting for and on behalf of Upright Growth Fund (the “Fund”), which is operated and maintained by the Trust for the benefit of the holders of shares of the fund(s), and U.S. BANK, N.A., (the "Custodian").
SUBSCRIPTION AGREEMENT For and in consideration of the mutual agreements herein contained David Y.S. Chiueh, hereinafter referred to as "Subscriber" hereby agrees to purchase from Upright Growth Fund (the "Fund"), a mutual fund series of the Upright...Subscription Agreement • July 30th, 1998 • Upright Investments Trust
For and in consideration of the mutual agreements herein contained David Y.S. Chiueh, hereinafter referred to as "Subscriber" hereby agrees to purchase from Upright Growth Fund (the "Fund"), a mutual fund series of the Upright Investment Trust, and Fund agrees to sell to Subscriber 10,000 shares of capital stock of Fund, at the price of $10 per share, upon the following terms and conditions:
SUBSCRIPTION AGREEMENTSubscription Agreement • September 16th, 1998 • Upright Investments Trust
For and in consideration of the mutual agreements herein contained David Y.S. Chiueh, hereinafter referred to as "Subscriber" hereby agrees to purchase from Upright Growth Fund (the "Fund"), a mutual fund series of the Upright Investment Trust, and Fund agrees to sell to Subscriber 10,000 shares of capital stock of Fund, at the price of $10 per share, upon the following terms and conditions:
CUSTODY AGREEMENTLoan Agreement • January 22nd, 2007 • Upright Investments Trust • Minnesota
This AGREEMENT, dated as of 3/30, 2004, by and between the Upright Investments Trust (the Trust ), a business trust organized under the laws of the State of Delaware, acting for and on behalf of Upright Growth Fund (the “Fund”), which is operated and maintained by the Trust for the benefit of the holders of shares of the fund(s), and U.S. BANK, N.A., (the "Custodian").
ADMINISTRATION AND FUND ACCOUNTING AGREEMENT THIS ADMINISTRATION AGREEMENT is made and entered into this 28th day of November , 1999 by and between Upright Investments Trust, a Delaware business trust (the "Fund"), and Upright Financial Corporation, a...Administration and Fund Accounting Agreement • March 6th, 2000 • Upright Investments Trust
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 31st, 2024 • Upright Investments Trust
This Investment Advisory and Management Agreement (“Agreement”), is made and entered into this 1st day of October, 2017 by and between Upright Investments Trust, a Delaware Series LLC Corporation (the “Fund”), and Upright Financial Corporation, a New Jersey company (the “Adviser”).
ACCOUNTING SERVICES AGREEMENTAccounting services Agreement • October 31st, 2024 • Upright Investments Trust
THIS AGREEMENT is made and entered into this 1st day of April, 2023, by and between the Upright Investments Trust (the "Trust"), a Deleware business trust having its principal place of business at 349 Ridgedale Avenue, East Hanover, NJ, 07936, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company ("MSS").
SUBSCRIPTION AGREEMENTSubscription Agreement • October 31st, 2024 • Upright Investments Trust
For and in consideration of the mutual agreements herein contained, Yow Shang David Chiueh, hereinafter referred to as "Subscriber" hereby agrees to purchase from the Upright Growth and Income Fund (the "Fund"), a mutual fund series of the Upright Investments Trust, and Fund agrees to sell to Subscriber 10,000 shares of capital stock of Fund, at the price of $10 per share, upon the following terms and conditions:
SUBSCRIPTION AGREEMENTSubscription Agreement • October 31st, 2024 • Upright Investments Trust
For and in consideration of the mutual agreements herein contained, Yow Shang David Chiueh, hereinafter referred to as "Subscriber" hereby agrees to purchase from the Upright Assets Allocation Plus Fund (the "Fund"), a mutual fund series of the Upright Investments Trust, and Fund agrees to sell to Subscriber 10,000 shares of capital stock of Fund, at the price of $10 per share, upon the following terms and conditions:
ADMINISTRATION AGREEMENT THIS ADMINISTRATION AGREEMENT is made and entered into this_______day of _______, 1998 by and between Upright Investments, a Delaware business trust (the "Fund"), and Upright Financial Corporation, a New Jersey company (the...Administration Agreement • April 1st, 1998 • Upright Investments Trust
INVESTMENT ADVISORY AGREEMENT This Investment Advisory and Management Agreement ("Agreement"), is made and entered into this_______day of _______, 1998 by and between Upright Investments, a Delaware business trust (the "Fund"), and Upright Financial...Investment Advisory Agreement • April 1st, 1998 • Upright Investments Trust
INVESTMENT ADVISORY AGREEMENT This Investment Advisory and Management Agreement ("Agreement"), is made and entered into this 29th day of February , 2000 by and between Upright Investments Trust, a Delaware business trust (the "Fund"), and Upright...Investment Advisory Agreement • March 6th, 2000 • Upright Investments Trust
CUSTODY AGREEMENTCustody Agreement • October 31st, 2024 • Upright Investments Trust
THIS CUSTODY AGREEMENT (“Agreement”), dated as of, is entered into by and between THE HUNTINGTON NATIONAL BANK, a national banking association organized under the laws of the United States (the “Custodian” or “Bank”), and Collaborative Investment Series Trust, a statutory trust formed under the laws of the State of Delaware (the “Company”).
