TRANSFER AGENT AGREEMENTTransfer Agent Agreement • December 23rd, 2009 • Archer Series Trust • Ohio
THIS AGREEMENT is made and entered into this _____ day of January, 2010, by and between the ARCHER INVESTMENT SERIES TRUST (the “Trust”), an Ohio business trust having its principal place of business at 9000 Keystone Crossing, Ste 630, Indianapolis, IN 46240, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
ACCOUNTING SERVICES AGREEMENTAccounting Services Agreement • December 23rd, 2009 • Archer Series Trust • Ohio
THIS AGREEMENT is made and entered into this _____ day of January, 2010, by and between the ARCHER INVESTMENT SERIES TRUST (the “Trust”), an Ohio business trust having its principal place of business at 9000 Keystone Crossing, Ste 630, Indianapolis, IN 46240, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
CUSTODY AGREEMENTCustody Agreement • December 23rd, 2009 • Archer Series Trust • Ohio
THIS CUSTODY AGREEMENT (“Agreement”), dated as of ___________________________, 2010, is entered into by and between THE HUNTINGTON NATIONAL BANK, a national bank organized under the laws of the United States (the “Custodian” or “Bank”), and the Archer Balanced Fund , a separately stated series of the Archer Investment Series Trust a business trust formed under the laws of the State of Ohio (“Trust”).
ADMINISTRATION AGREEMENTAdministration Agreement • December 23rd, 2009 • Archer Series Trust • Indiana
The Archer Investment Series Trust (the “Trust”) herewith confirms our agreement with you. The Trust has been organized to engage in the business of an open-end management investment company. The Trust currently, or expects to, offer one or more series of shares to investors.
TRI-PARTY AGREEMENT FOR DISTRIBUTION SERVICESDistribution Agreement • December 30th, 2013 • Archer Investment Series Trust • Ohio
THIS AGREEMENT is made as of December 21, 2012, between Archer Investment Series Trust (the "Trust" and/or Investment Company "IC", or "Fund"), an Ohio business Trust, Archer Investment Corporation, the Registered Investment Advisor (the "RIA') an Indiana corporation, and Arbor Court Capital, LLC ("ACC"), a limited liability corporation organized and existing under the laws of the State of Ohio.
ARCHER INVESTMENT SERIES TRUST MANAGEMENT SERIVCES AGREEMENTManagement Services Agreement • December 23rd, 2009 • Archer Series Trust • Ohio
The Trust has been organized to engage in the business of an open-end management investment company. The Trust anticipates offering one or more series of shares to investors.
DISTRIBUTION AGREEMENTDistribution Agreement • December 22nd, 2010 • Archer Investment Series Trust • New York
THIS AGREEMENT is made as of December 8, 2010, between the Archer Investment Series Trust, on behalf of its separate series, the Archer Balanced Fund, the Archer Stock Fund and the Archer Income Fund (“Fund”), and Rafferty Capital Markets, LLC, (“RCM”), a corporation organized and existing under the laws of the State of New York.
CHIEF COMPLIANCE OFFICER SERVICES AGREEMENTChief Compliance Officer Services Agreement • October 13th, 2020 • Archer Investment Series Trust • Ohio
This CHIEF COMPLIANCE OFFICER SERVICES AGREEMENT is made and entered into as of this 1st day of November, 2017 by and between Archer Investment Series Trust, a Ohio business trust (the “Trust”) and Empirical Administration, LLC, a Ohio limited liability company (“Empirical”).
BY-LAWS OF ARCHER INVESTMENT SERIES TRUSTBy-Laws • December 23rd, 2009 • Archer Series Trust
Letter Agreement August 30, 2011Management Services Agreement • December 30th, 2011 • Archer Investment Series Trust
LETTER AGREEMENT ARCHER STOCK FUND November 1, 2023Management Services Agreement • December 28th, 2023 • Archer Investment Series Trust
You have engaged us to act as the sole Investment Advisor of the Archer Stock Fund (the "Fund") pursuant to a Management Services Agreement approved by the Board of Trustees on January 28, 2010 (the "Agreement") and amended on September 8, 2010, May 19, 2016, December 1, 2019 and May 12, 2020.
LETTER AGREEMENT December 11, 2019Management Services Agreement • December 27th, 2019 • Archer Investment Series Trust
ARCHER INVESTMENT SERIES TRUST AMENDMENT TO THE CHIEF COMPLIANCE OFFICER SERVICES AGREEMENTChief Compliance Officer Services Agreement • October 13th, 2020 • Archer Investment Series Trust
THIS AMENDMENT, effective as of December 1, 2019, dated the 8th day of October, 2020 to the Chief Compliance Officer Services Agreement, dated as of November 1, 2017 (the “Agreement”), is entered into by and between ARCHER INVESTMENT SERIES TRUST, an Ohio business trust (the “Trust”), and EMPIRICAL ADMINISTRATION, LLC, an Ohio limited liability company (“Empirical”).
LETTER AGREEMENT December 11, 2019Management Services Agreement • December 27th, 2019 • Archer Investment Series Trust
LETTER AGREEMENT December 29, 2016Management Services Agreement • December 29th, 2016 • Archer Investment Series Trust
ARCHER INVESTMENT SERIES TRUST SECOND AMENDMENT TO THE CUSTODY AGREEMENTCustody Agreement • December 17th, 2019 • Archer Investment Series Trust
THIS AMENDMENT, dated as of the 1st day of December, 2019 to the Custody Agreement, dated as of January 21, 2009 (the "Agreement"), is entered into by and between ARCHER INVESTMENT SERIES TRUST, an Ohio business trust (the “Trust”), and THE HUNTINGTON NATIONAL BANK, a national bank organized under the laws of the United States (the “Custodian” or “Bank”).
Letter Agreement December 18, 2012Management Services Agreement • December 28th, 2012 • Archer Investment Series Trust
ARCHER INVESTMENT SERIES TRUST SECOND AMENDMENT TO THE TRI-PARTY AGREEMENT FOR DISTRIBUTION SERVICESTri-Party Agreement for Distribution Services • December 17th, 2019 • Archer Investment Series Trust
THIS AMENDMENT, dated as of the 1st day of December, 2019 to the Tri-Party Agreement for Distribution Services, dated as of December 21, 2012 (the "Agreement"), is entered into by and between ARCHER INVESTMENT SERIES TRUST, an Ohio business trust (the “Trust”), ARCHER INVESTMENT CORPORATION, an Indiana corporation (the “Advisor”), and ARBOR COURT CAPITAL LLC (“ACC”), a limited liability corporation organized and existing under the laws of the State of Ohio.
ARCHER INVESTMENT SERIES TRUST SECOND AMENDMENT TO THE MANAGEMENT SERVICES AGREEMENTManagement Services Agreement • December 29th, 2020 • Archer Investment Series Trust
THIS AMENDMENT, dated as of the 1st day of September, 2019 to the Management Services Agreement, dated as of January 28, 2010 (the “Agreement”), is entered into by and between ARCHER INVESTMENT SERIES TRUST, an Ohio business trust (the “Trust”), and ARCHER INVESTMENT CORPORATION, an Indiana corporation (the “Advisor”).
LETTER AGREEMENT December 29, 2016Management Services Agreement • December 29th, 2016 • Archer Investment Series Trust
LETTER AGREEMENT ARCHER MULTI-CAP FUND November 1, 2023Management Services Agreement • December 28th, 2023 • Archer Investment Series Trust
You have engaged us to act as the sole Investment Advisor of the Archer Multi-cap Fund (the "Fund") pursuant to a Management Services Agreement approved by the Board of Trustees on January 28, 2010 (the "Agreement") and amended on September 8, 2010, May 19, 2016, December 1, 2019, May 12, 2020.
ARCHER INVESTMENT SERIES TRUST AMENDMENT TO THE ADMINISTRATION AGREEMENTAdministration Agreement • May 20th, 2016 • Archer Investment Series Trust
THIS AMENDMENT, dated as of the 19th day of May, 2016 to the Administration Agreement, dated as of March 22, 2010 (the "Agreement"), is entered into by and between ARCHER INVESTMENT SERIES TRUST, an Ohio business trust (the “Trust”), and ARCHER INVESTMENT CORPORATION, an Indiana corporation (the “Advisor”).
LETTER AGREEMENT May 19, 2021Management Services Agreement • December 30th, 2021 • Archer Investment Series Trust
You have engaged us to act as the sole Investment Advisor of the Archer Focus Fund (the “Fund”) pursuant to a Management Services Agreement approved by the Board of Trustees on January 28, 2010 (the “Agreement”) and amended on September 8, 2010, May 19, 2016, and December 1, 2019.
LETTER AGREEMENT ARCHER DIVIDEND GROWTH FUND November 1, 2023Management Services Agreement • December 28th, 2023 • Archer Investment Series Trust
You have engaged us to act as the sole Investment Advisor of the Archer Dividend Growth Fund (the "Fund") pursuant to a Management Services Agreement approved by the Board of Trustees on January 28, 2010 (the "Agreement") and amended on September 8, 2010, May 19, 2016, December 1, 2019 and May 12, 2020.
LETTER AGREEMENT September 30, 2015Management Services Agreement • September 30th, 2015 • Archer Investment Series Trust
EXPENSE LIMITATION AGREEMENT Dated: May 19, 2016Expense Limitation Agreement • May 20th, 2016 • Archer Investment Series Trust
ARCHER INVESTMENT SERIES TRUST THIRD AMENDMENT TO THE MANAGEMENT SERVICES AGREEMENTManagement Services Agreement • December 17th, 2019 • Archer Investment Series Trust
THIS AMENDMENT, dated as of the 1st day of December, 2019 to the Management Services Agreement, dated as of January 28, 2010 (the “Agreement”), is entered into by and between ARCHER INVESTMENT SERIES TRUST, an Ohio business trust (the “Trust”), and ARCHER INVESTMENT CORPORATION, an Indiana corporation (the “Advisor”).
ARCHER INVESTMENT SERIES TRUST FOURTH AMENDMENT TO THE MANAGEMENT SERVICES AGREEMENTManagement Services Agreement • October 13th, 2020 • Archer Investment Series Trust
THIS AMENDMENT, effective as of December 1, 2019, dated the 12th day of May, 2020 to the Management Services Agreement, dated as of January 28, 2010 (the “Agreement”) and thereafter amended from time to time, is entered into by and between ARCHER INVESTMENT SERIES TRUST, an Ohio business trust (the “Trust”), and ARCHER INVESTMENT CORPORATION, an Indiana corporation (the “Advisor”).
LETTER AGREEMENT December 29, 2016Management Services Agreement • December 29th, 2016 • Archer Investment Series Trust
LETTER AGREEMENT December 3, 2019Management Services Agreement • December 17th, 2019 • Archer Investment Series Trust
LETTER AGREEMENT ARCHER FOCUS FUND November 1, 2023Management Services Agreement • December 28th, 2023 • Archer Investment Series Trust
You have engaged us to act as the sole Investment Advisor of the Archer Focus Fund (the "Fund") pursuant to a Management Services Agreement approved by the Board of Trustees on January 28, 2010 (the "Agreement") and amended on September 8, 2010, May 19, 2016, December 1, 2019 and May 12, 2020.
LETTER AGREEMENT ARCHER INCOME FUND November 1, 2023Management Services Agreement • December 28th, 2023 • Archer Investment Series Trust
You have engaged us to act as the sole Investment Advisor of the Archer Income Fund (the "Fund") pursuant to a Management Services Agreement approved by the Board of Trustees on January 28, 2010 (the "Agreement") and amended on September 8, 2010, May 19, 2016, December 1, 2019 and May 12, 2020.
LETTER AGREEMENT December 11, 2019Management Services Agreement • December 27th, 2019 • Archer Investment Series Trust
Letter Agreement September 8, 2010Management Services Agreement • November 29th, 2010 • Archer Investment Series Trust
ARCHER INVESTMENT SERIES TRUST AMENDMENT TO THE MANAGEMENT SERVICES AGREEMENTManagement Services Agreement • May 20th, 2016 • Archer Investment Series Trust
THIS AMENDMENT, dated as of the 19th day of May, 2016 to the Management Services Agreement, dated as of January 28, 2010 (the “Agreement”), is entered into by and between ARCHER INVESTMENT SERIES TRUST, an Ohio business trust (the “Trust”), and ARCHER INVESTMENT CORPORATION, an Indiana corporation (the “Advisor”).
