THE CLEARWATER INVESTMENT FUND AGREEMENT AND DECLARATION OF TRUST THE CLEARWATER INVESTMENT FUND AGREEMENT AND DECLARATION OF TRUSTTrust Agreement • January 8th, 2004 • Clearwater Investment Fund • Florida
SAMPLE INBOUND CALL MANAGEMENT AND FULFILLMENT SERVICES AGREEMENT THIS AGREEMENT is made as of this __ day of _____, 200_, by and between ________, a _________ business trust (the "Trust") and UMB Distribution Services, LLC ("UMBDS"). WHEREAS, the...Inbound Call Management and Fulfillment Services Agreement • January 13th, 2004 • Clearwater Investment Fund • Wisconsin
DISTRIBUTION AGREEMENT THIS AGREEMENT is made as of this ___ day of _______, 2003, by and between _______ Funds, a ____________ business trust (the "Trust"), and UMB Distribution Services, LLC, a Wisconsin limited liability company (the...Distribution Agreement • January 13th, 2004 • Clearwater Investment Fund • Wisconsin
CUSTODY AGREEMENT Dated ______________, 2002 Between UMB BANK, N.A. and [FAMILY OF MUTUAL FUNDS] TABLE OF CONTENTS SECTION PAGE 1. Appointment of Custodian 1 2. Definitions 1 (a) Securities 1 (b) Assets 1 (c) Instructions and Special Instructions 1 3....Custody Agreement • January 13th, 2004 • Clearwater Investment Fund
THE CLEARWATER INVESTMENT FUND INVESTMENT ADVISORY AGREEMENT This AGREEMENT made this ___ day of _________, 2003, between THE CLEARWATER INVESTMENT FUND, a Delaware statutory trust (referred to herein as the "Trust") and Clearwater Asset Management,...Investment Advisory Agreement • January 8th, 2004 • Clearwater Investment Fund • Florida
THE CLEARWATER INVESTMENT FUND BY-LAWS BY-LAWS OF THE CLEARWATER INVESTMENT FUND Table of Contents ----------------- ARTICLE 1 Agreement and Declaration of Trust and Principal Office........3 ARTICLE 2...By-Laws • January 8th, 2004 • Clearwater Investment Fund
SAMPLE TRANSFER AGENCY AGREEMENT THIS TRANSFER AGENCY AGREEMENT is made as of this __ day of ____, 200_, by and between ______________, a _____________ business trust (the "Trust"), and UMB Fund Services, Inc., a Wisconsin corporation, its successors...Transfer Agency Agreement • January 13th, 2004 • Clearwater Investment Fund • Wisconsin
ADMINISTRATION AND FUND ACCOUNTING AGREEMENT THIS AGREEMENT is made as of this ___ day of ____________, 200_, by and between _______ Funds, a ____________ business trust (the "Trust"), and UMB Fund Services, Inc., a Wisconsin corporation (the...Administration and Fund Accounting Agreement • January 13th, 2004 • Clearwater Investment Fund • Wisconsin
THE CLEARWATER INVESTMENT FUND EXPENSE LIMITATION AND REIMBURSEMENT AGREEMENT This AGREEMENT made this ___ day of _________, 2003, between THE CLEARWATER INVESTMENT FUND, a Delaware statutory trust (referred to herein as the "Trust") and Clearwater...Expense Limitation and Reimbursement Agreement • January 8th, 2004 • Clearwater Investment Fund • Florida
