EXPENSE LIMITATION AGREEMENT THE APPLETON FUNDS EXPENSE LIMITATION AGREEMENT, effective as of December 12, 2000 by and between Appleton Partners, Inc. (the "Adviser") and The Appleton Funds (the "Trust"), on behalf of the Appleton Equity Growth Fund...Expense Limitation Agreement • December 28th, 2000 • Appleton Funds
ARTICLE I ---------Custody Agreement • December 28th, 2000 • Appleton Funds • Ohio
ADVISORY AGREEMENT ------------------ The Appleton Funds (the "Trust") is an open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated...Advisory Agreement • August 27th, 2001 • Appleton Funds • Virginia
UNDERWRITING AGREEMENT ---------------------- This Agreement made as of December 12, 2000 by and between The Appleton Funds (the "Trust") and IFS Fund Distributors, Inc., a Delaware corporation ("Underwriter"). WHEREAS, the Trust is an open-end...Underwriting Agreement • December 28th, 2000 • Appleton Funds • Ohio
THE APPLETON FUNDS AGREEMENT AND DECLARATION OF TRUST OCTOBER 31, 2000 THE APPLETON FUNDS ------------------ AGREEMENT AND DECLARATION OF TRUST ---------------------------------- AGREEMENT AND DECLARATION OF TRUST made this 31st day of October, 2000,...Agreement and Declaration • November 6th, 2000 • Appleton Funds • Ohio
DISTRIBUTION AGREEMENTDistribution Agreement • April 23rd, 2014 • Appleton Funds • Wisconsin
THIS AGREEMENT is made and entered into as of this 27th day of August, 2013, by and between THE APPLETON FUNDS, an Ohio trust (the "Trust") acting for and on behalf of each series as are currently authorized and issued by the Trust or may be authorized and issued by the Trust subsequent to the date of this Agreement (each a “Fund” and collectively the “Funds”) and QUASAR DISTRIBUTORS, LLC, a Delaware limited liability company (the “Distributor”). APPLETON PARTNERS, INC., the investment advisor to the Trust (the “Advisor”), is a party hereto with respect to Section 5 only.
CUSTODY AGREEMENTCustody Agreement • April 23rd, 2014 • Appleton Funds • Ohio
THIS AGREEMENT is made and entered into as of this 1st day of October, 2010, by and between THE APPLETON FUNDS, an Ohio trust (the “Trust”), and U.S. BANK NATIONAL ASSOCIATION, a national banking association organized and existing under the laws of the United States of America (the “Custodian”).
FUND ACCOUNTING SERVICING AGREEMENTFund Accounting Servicing Agreement • April 23rd, 2014 • Appleton Funds • Wisconsin
THIS AGREEMENT is made and entered into as of this 23rd day of August, 2013, by and between THE APPLETON FUNDS, an Ohio trust (the "Trust") acting for and on behalf of each series as are currently authorized and issued by the Trust or may be authorized and issued by the Trust subsequent to the date of this Agreement (each a “Fund” and collectively the “Funds”) and U.S. BANCORP FUND SERVICES, LLC, a Wisconsin limited liability company (“USBFS”).
TRANSFER AGENT SERVICING AGREEMENTTransfer Agent Servicing Agreement • April 23rd, 2014 • Appleton Funds • Wisconsin
THIS AGREEMENT is made and entered into as of this 21st day of December, 2012, by and between THE APPLETON FUNDS, an Ohio trust (the "Trust") acting for and on behalf of each series as are currently authorized and issued by the Trust or may be authorized and issued by the Trust subsequent to the date of this Agreement (each a “Fund” and collectively the “Funds”) and U.S. BANCORP FUND SERVICES, LLC, a Wisconsin limited liability company ("USBFS").
FUND ADMINISTRATION SERVICING AGREEMENTFund Administration Servicing Agreement • April 23rd, 2014 • Appleton Funds • Wisconsin
THIS AGREEMENT is made and entered into as of this 23rd day of August, 2013, by and between THE APPLETON FUNDS, an Ohio trust (the "Trust") acting for and on behalf of each series as are currently authorized and issued by the Trust or may be authorized and issued by the Trust subsequent to the date of this Agreement (each a “Fund” and collectively the “Funds”) and U.S. BANCORP FUND SERVICES, LLC, a Wisconsin limited liability company (“USBFS”).
BYLAWS OFAppleton Funds • November 6th, 2000
i-COMPLIANCE SERVICES AGREEMENT AGREEMENT dated as of October 5, 2004 among The Appleton Funds (the "Trust"), an Ohio business trust, Appleton Partners, Inc. (the "Adviser"), a Massachusetts corporation, an Ohio corporation, and Integrated Fund...-Compliance Services Agreement • March 2nd, 2005 • Appleton Funds • Ohio
AGREEMENT RELATING TO INITIAL CAPITAL -------------------------------------Agreement • November 6th, 2000 • Appleton Funds
THE APPLETON FUNDSAnd Transfer Agency Agreement • May 1st, 2002 • Appleton Funds
ADVISORY AGREEMENT ------------------ The Appleton Funds (the "Trust") is an open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated...Advisory Agreement • November 6th, 2000 • Appleton Funds • Virginia
ADVISORY AGREEMENTAdvisory Agreement • April 23rd, 2014 • Appleton Funds • Virginia
The Appleton Funds (the "Trust") is an open-end management investment company registered under the Investment Company Act of 1940, as amended (the "Act"), and subject to the rules and regulations promulgated thereunder. The Trust currently offers one series of shares to investors, the Appleton Equity Fund (the "Fund"). Each share of the Fund represents an undivided interest in the assets, subject to the liabilities, of the Fund.
APPLETON FUNDS OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • April 23rd, 2014 • Appleton Funds • Massachusetts
THIS OPERATING EXPENSES LIMITATION AGREEMENT (the “Agreement”) is effective as of March 21, 2014, by and between APPLETON FUNDS, an Ohio business trust (the “Trust”), on behalf of the APPLETON EQUITY GROWTH FUND (the “Fund”), a series of the Trust, and APPLETON PARTNERS, INC., a Massachusetts corporation (the “Adviser”).
THE APPLETON FUNDS DISTRIBUTION AGREEMENTDistribution Agreement • April 30th, 2010 • Appleton Funds • Indiana
DISTRIBUTION AGREEMENT, dated as of December 8, 2009, by and among The Appleton Funds, an Ohio business trust (the "Trust"), Appleton Partners, Inc., a Delaware corporation (the "Adviser"), and Unified Financial Securities, Inc., an Indiana corporation (the "Distributor").
