TABLE OF CONTENTS -----------------Transfer Agency and Service Agreement • April 27th, 1999 • Sun Capital Advisers Trust • Massachusetts
Exhibit (d)(31) INVESTMENT ADVISORY AGREEMENT FOR SUBADVISER AGREEMENT made as of the 31st day of October, 2003 by and among Sun Capital Advisers, Inc., a Delaware corporation (the "Investment Adviser"), Sun Capital Advisers Trust, a Delaware business...Investment Advisory Agreement • November 24th, 2003 • Sun Capital Advisers Trust • Massachusetts
EXPENSE LIMITATION AGREEMENT Amendment No. 1 February 1, 2004Expense Limitation Agreement • April 29th, 2004 • Sun Capital Advisers Trust
Witnesseth:Custodian Agreement • April 27th, 1999 • Sun Capital Advisers Trust • Massachusetts
Exhibit (h)(1) [_] ADMINISTRATION AGREEMENT Agreement dated as of November 30, 1998, by and between State Street Bank and Trust Company, a Massachusetts trust company (the "Administrator"), and Sun Capital Advisers Trust (the "Trust"). WHEREAS, the...Administration Agreement • April 27th, 1999 • Sun Capital Advisers Trust • Massachusetts
SUN CAPITAL ADVISERS TRUST AGREEMENT AND DECLARATION OF TRUST JULY 13, 1998 TABLE OF CONTENTS -----------------Agreement and Declaration of Trust • July 15th, 1998 • Sun Capital Advisers Trust • Delaware
Exhibit (d)(33) INVESTMENT ADVISORY AGREEMENT THIS AGREEMENT dated this ___ day of ______, 2001 between Sun Capital Advisers Trust, a Delaware business trust (the "Trust"), and Sun Capital Advisers, Inc., a Delaware corporation (the "Manager"). W I T...Investment Advisory Agreement • November 30th, 2001 • Sun Capital Advisers Trust • Massachusetts
BY-LAWS OFBy-Laws • July 15th, 1998 • Sun Capital Advisers Trust
FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • June 17th, 1999 • Sun Capital Advisers Trust • Massachusetts
Exhibit (d) (19) INVESTMENT ADVISORY AGREEMENT FOR SUBADVISER AGREEMENT made as of the ____ day of_______, 2000 by and among Sun Capital Advisers, Inc., a Delaware corporation (the "Investment Adviser"), Sun Capital Advisers Trust, a Delaware business...Investment Advisory Agreement • February 16th, 2000 • Sun Capital Advisers Trust • Massachusetts
Exhibit (d)(15) INVESTMENT ADVISORY AGREEMENT FOR SUBADVISER AGREEMENT made as of the ____ day of_______, 1999 by and among Sun Capital Advisers, Inc., a Delaware corporation (the "Investment Adviser"), Sun Capital Advisers Trust, a Delaware business...Investment Advisory Agreement • February 16th, 2000 • Sun Capital Advisers Trust • Massachusetts
SHARE PURCHASE AGREEMENTShare Purchase Agreement • November 5th, 1998 • Sun Capital Advisers Trust
FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • February 14th, 2001 • Sun Capital Advisers Trust • Massachusetts
Exhibit (d) (13) INVESTMENT ADVISORY AGREEMENT THIS AGREEMENT dated this ___th day of ________, 1999 between Sun Capital Advisers Trust, a Delaware business trust (the "Trust"), and Sun Capital Advisers, Inc., a Delaware corporation (the "Manager"). W...Investment Advisory Agreement • February 16th, 2000 • Sun Capital Advisers Trust • Massachusetts
INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • April 28th, 2011 • Sun Capital Advisers Trust • Massachusetts
AGREEMENT made as of the 1st day of May, 2011 by and among Sun Capital Advisers LLC, a Delaware limited liability company (the "Investment Adviser"), Sun Capital Advisers Trust, a Delaware statutory trust (the "Trust"), on behalf of its series, Sun Capital Global Real Estate Fund (the “Fund”), and Massachusetts Financial Services Company, a Delaware corporation (the “Subadviser").
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 10th, 2012 • Sun Capital Advisers Trust
INVESTMENT ADVISORY AGREEMENT, dated this 7th day of December, 2012, by and between MFS VARIABLE INSURANCE TRUST III (formerly, Sun Capital Advisers Trust), a Delaware statutory trust (the “Trust”), on behalf of its series of shares (each a “Fund”) listed on Appendix A attached hereto, and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the “Adviser”).
INVESTMENT ADVISORY AGREEMENT THIS AGREEMENT dated this 1st day of April 2002 between Sun Capital Advisers Trust, a Delaware business trust (the "Trust"), and Sun Capital Advisers, Inc., a Delaware corporation (the "Manager"). W I T N E S S E T H...Investment Advisory Agreement • February 28th, 2003 • Sun Capital Advisers Trust • Massachusetts
INVESTMENT ADVISORY AGREEMENT FOR SUBADVISER AGREEMENT made as of the 1st day of May, 2000 by and among Sun Capital Advisers, Inc., a Delaware corporation (the Investment Adviser), Sun Capital Advisers Trust, a Delaware business trust (the Trust), on...Investment Advisory Agreement • February 28th, 2003 • Sun Capital Advisers Trust • Massachusetts
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 12th, 2010 • Sun Capital Advisers Trust • Massachusetts
THIS AGREEMENT dated this 10th day of November, 2010 between Sun Capital Advisers Trust, a Delaware business trust (the "Trust"), and Sun Capital Advisers LLC, a Delaware limited liability company (the "Manager").
AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST OF MFS VARIABLE INSURANCE TRUST III Dated as of December 7, 2012Agreement and Declaration of Trust • December 10th, 2012 • Sun Capital Advisers Trust • Delaware
WHEREAS, MFS Variable Insurance Trust III (formerly Sun Capital Advisers Trust) was established pursuant to an Agreement and Declaration of Trust dated July 13,1998, as amended (the “Original Declaration”), for the investment and reinvestment of funds contributed thereto;
INVESTMENT ADVISORY AND MANAGEMENT AGREEMENTInvestment Advisory and Management Agreement • February 27th, 2009 • Sun Capital Advisers Trust • Massachusetts
THIS AGREEMENT dated this 1st day of October, 2008 between Sun Capital Advisers Trust, a Delaware statutory trust (the “Trust”), and Sun Capital Advisers LLC, a Delaware limited liability company (the “Manager”).
INVESTMENT ADVISORY AND MANAGEMENT AGREEMENTInvestment Advisory and Management Agreement • July 2nd, 2007 • Sun Capital Advisers Trust • Massachusetts
THIS AGREEMENT dated this ____ day of ___, 2007 between Sun Capital Advisers Trust, a Delaware business trust (the "Trust"), and Sun Capital Advisers LLC, a Delaware limited liability company (the "Manager").
WITNESSETH ----------Underwriting Agreement • November 24th, 2003 • Sun Capital Advisers Trust • Delaware
INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • November 12th, 2010 • Sun Capital Advisers Trust • Massachusetts
AGREEMENT made as of the 10th day of November, 2010 by and among Sun Capital Advisers LLC, a Delaware limited liability company (the "Investment Adviser"), Sun Capital Advisers Trust, a Delaware statutory trust (the "Trust"), on behalf of its series, SC BlackRock Small Cap Index Fund (the “Fund”), and BlackRock Investment Management, LLC, a Delaware limited liability company (the “Subadviser").
FORM OF SUB-SUB-ADVISORY AGREEMENT By and Between OPPENHEIMERFUNDS, INC. and OFI INSTITUTIONAL ASSET MANAGEMENT, INC.Sub-Sub-Advisory Agreement • April 28th, 2008 • Sun Capital Advisers Trust • New York
This SUB-SUB-ADVISORY AGREEMENT is made this 1st day of May, 2008, by and between OFI Institutional Asset Management, Inc., a New York corporation with its principal offices at Two World Financial Center, 225 Liberty Street, New York, New York (the “Sub-Sub-Adviser”) and OppenheimerFunds, Inc., a Colorado corporation with its principal offices at Two World Financial Center, 225 Liberty Street, New York, New York (the “Sub-Adviser”) (the “Agreement”).
AMENDMENT TO DISTRIBUTION AGREEMENTDistribution Agreement • February 24th, 2017 • MFS Variable Insurance Trust Iii • Massachusetts
WHEREAS, MFS Variable Insurance Trust III, (the “Fund”) is a party to a Distribution Agreement, as amended, (the “Agreement”) with MFS Fund Distributors, Inc. (the “Distributor”); and
AMENDMENT TO INVESTMENT ADVISORY AND MANAGEMENT AGREEMENTInvestment Advisory and Management Agreement • February 27th, 2009 • Sun Capital Advisers Trust
THIS AMENDMENT TO INVESTMENT ADVISORY AND MANAGEMENT AGREEMENT (“Amendment”) to the Investment Advisory and Management Agreement dated the 29th day of February, 2008 (the “Agreement”), by and between Sun Capital Advisers Trust, a Delaware statutory trust (the “Trust”), and Sun Capital Advisers LLC, a Delaware limited liability company (the “Manager”), with respect to its series identified as SC PIMCO High Yield Fund (the “Fund”), is made as of the 20th day of February, 2009. All terms not defined herein shall have the meaning set forth in the Agreement.
INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • May 1st, 2006 • Sun Capital Advisers Trust • Massachusetts
AGREEMENT made as of the 27th day of August, 1999 by and among Sun Capital Advisers, Inc., a Delaware corporation (the “Investment Adviser”), Sun Capital Advisers Trust, a Delaware business trust (the “Trust”), on behalf of its series Sun Capital Blue Chip Mid Cap Fund (the “Fund”), and Wellington Management Company, LLP, a Massachusetts limited liability partnership (the “Subadviser”).
AMENDMENT TO SHAREHOLDER SERVICING AGENT AGREEMENTShareholder Servicing Agent Agreement • February 24th, 2017 • MFS Variable Insurance Trust Iii • Massachusetts
WHEREAS, MFS Variable Insurance Trust III, (the “Fund”) is a party to a Shareholder Servicing Agent Agreement, as amended, (the “Agreement”) with MFS Service Center, Inc. (“MFSC”); and
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 29th, 2005 • Sun Capital Advisers Trust • Delaware
This EXPENSE LIMITATION AGREEMENT (the “Agreement”) is made as of the 1st day of May, 2003 by and between SUN CAPITAL ADVISERS TRUST, a Delaware business trust (the “Trust”) on behalf of its series listed on Schedule A (each, a “Fund” and collectively, the “Funds”), and SUN CAPITAL ADVISERS, INC., a Delaware corporation (the “Adviser”), with respect to the following:
SERVICING AGREEMENT Amendment No. 1 May 12, 2010Servicing Agreement • November 12th, 2010 • Sun Capital Advisers Trust
The Servicing Agreement dated February 15, 2005 (the “Agreement”) by and between Clarendon Insurance Agency, Inc., a Massachusetts corporation (the “Underwriter”) and Sun Life Insurance and Annuity Company of New York (the “Company”), is hereby amended as follows:
INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • November 12th, 2010 • Sun Capital Advisers Trust • Massachusetts
AGREEMENT made as of the 15th day of November, 2010 by and among Sun Capital Advisers LLC, a Delaware limited liability company (the "Investment Adviser"), Sun Capital Advisers Trust, a Delaware statutory trust (the "Trust"), on behalf of its series, SC Ibbotson Tactical Opportunities Fund (the “Fund”), and Ibbotson Associates, Inc., an Illinois corporation (the “Subadviser").
APPENDIX A TO FUND ACCOUNTING AGREEMENT BETWEEN STATE STREET BANK AND TRUST COMPANY AND EACH OF THE INVESTMENT COMPANIES LISTED ON APPENDIX A THERETO DATED DECEMBER 18, 2006 (the “Agreement”)Fund Accounting Agreement • December 10th, 2012 • Sun Capital Advisers Trust
IN WITNESS WHEREOF, each of the parties has caused this Appendix A to be executed in its name and behalf on the day and year first above written.
UNDERWRITING AGREEMENT Amendment No. 2 January 1, 2008Underwriting Agreement • April 30th, 2010 • Sun Capital Advisers Trust
The Underwriting Agreement dated February 1, 2004 and amended May 1, 2006 (the “Agreement”) by and between Sun Capital Advisers Trust (the “Trust”), a Delaware statutory trust, on behalf of each of its series (each, a “Fund” and collectively, the “Funds”), and Clarendon Insurance Agency, Inc. (the “Underwriter”) is hereby amended as follows:
INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • June 27th, 2008 • Sun Capital Advisers Trust • Massachusetts
AGREEMENT made as of the 1st day of May, 2008 by and among Sun Capital Advisers LLC, a Delaware limited liability company (the “Investment Adviser”), Sun Capital Advisers Trust, a Delaware statutory trust (the “Trust”), on behalf of its series, SC Oppenheimer Large Cap Core Fund (the “Fund”), and OppenheimerFunds, Inc., a Colorado corporation (the “Subadviser”).
