AGREEMENT AND DECLARATION OF TRUST Dated November 12, 2009Trust Agreement • November 13th, 2009 • eUNITs (TM) 2 Year U.S. Equity Market Participation Trust: Enhanced Upside to Cap / Buffered Downside • Massachusetts
AGREEMENT AND DECLARATION OF TRUST, made November 12, 2009 by the Trustees hereunder and by the holders of beneficial interest to be issued hereunder as hereinafter provided and
UPSIDE TO CAP / BUFFERED DOWNSIDE INVESTMENT ADVISORY AND ADMINISTRATIVE AGREEMENTInvestment Advisory and Administrative Agreement • December 22nd, 2011 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside
AGREEMENT made this 9th day of December, 2010, between eUNITsTM 2 Year U.S. Equity Market Participation Trust: Upside to Cap / Buffered Downside, a Massachusetts business trust (the “Trust”), and Eaton Vance Management, a Massachusetts business trust (“Eaton Vance”).
UPSIDE TO CAP / BUFFERED DOWNSIDE INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 22nd, 2011 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside • Massachusetts
AGREEMENT effective this 9th day of December, 2010 between Eaton Vance Management (the “Adviser”), and Parametric Risk Advisors LLC (the “Sub-Adviser”).
eUnitsTM 2 YEAR U.S. MARKET PARTICIPATION TRUST: UPSIDE TO CAP / BUFFERED DOWNSIDE INVESTMENT SUB-ADVISORY AGREEMENT AGREEMENT effective this 25th day of January, 2012 between Eaton Vance Management (the "Adviser"), and Parametric Risk Advisors LLC...Investment Sub-Advisory Agreement • September 21st, 2012 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside
MASTER CUSTODIAN AGREEMENT between EATON VANCE FUNDS and STATE STREET BANK and TRUST COMPANYMaster Custodian Agreement • December 22nd, 2011 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside • Massachusetts
This Agreement is made as of September 1, 2010 between each investment company listed on Appendix A (as amended from time to time as provided herein), severally and not jointly, and State Street Bank and Trust Company (hereinafter called “Custodian”), a trust company established under the laws of Massachusetts with a principal place of business in Boston, Massachusetts.
Master Selected Dealer AgreementMaster Selected Dealer Agreement • December 22nd, 2011 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside • Massachusetts
eUnitsTM 2 YEAR U.S. MARKET PARTICIPATION TRUST: UPSIDE TO CAP / BUFFERED DOWNSIDE INVESTMENT ADVISORY AND ADMINISTRATIVE AGREEMENT AGREEMENT made this 25th day of January, 2012, between eUnitsTM 2 Year U.S. Market Participation Trust: Upside to Cap /...Investment Advisory and Administrative Agreement • September 21st, 2012 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside
AMENDED AND RESTATED SERVICES AGREEMENTServices Agreement • December 22nd, 2011 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside • Massachusetts
BANK NAME] [ADDRESS] [Form of ] Single-Pay Contract To: [—] (the “Counterparty”) Attn: [—] Tel: [—] Fax: [—] From: [BANK NAME] Date: [—] Ref: [—]Single-Pay Contract • January 26th, 2012 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside
This Confirmation supplements, forms part of, and is subject to, the ISDA Master Agreement dated as of [—], as amended and supplemented from time to time (the “Agreement”), between you and us. All provisions contained in the Agreement govern this Confirmation except as expressly modified below.
