American Funds College Target Date Series AMENDED AND RESTATED agreement and declaration of trustAgreement and Declaration of Trust • December 29th, 2023 • American Funds College Target Date Series • Delaware
WHEREAS, the Trustees of American Funds College Target Date Series entered into an Amended and Restated Agreement and Declaration of Trust dated as of December 8, 2020; and
GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • June 21st, 2012 • American Funds College Target Date Series • New York
This AGREEMENT is effective as of December 14, 2006, and is between STATE STREET BANK AND TRUST COMPANY ("Bank") and each of the investment companies and other pooled investment vehicles (which may be organized as corporations, business or other trusts, limited liability companies, partnerships or other entities) managed by Capital Research and Management Company and listed on Appendix A hereto, as such Appendix may be amended from time to time (each a "Customer").
AMERICAN FUNDS college target date SERIES AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • April 6th, 2017 • American Funds College Target Date Series • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS college target date SERIES, a Delaware statutory trust (the “Trust”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AGREEMENT AND PLAN OF Reorganization and liquidationReorganization and Liquidation Agreement • December 29th, 2023 • American Funds College Target Date Series
THIS AGREEMENT AND PLAN OF Reorganization and liquidation (the “Agreement”) is dated this 22nd day of December, 2023, by American Funds College Target Date Series, a Delaware statutory trust (“AFCTD”), on behalf of two of its series: American Funds College 2024 Fund (the “Acquired Fund”) and American Funds College Enrollment Fund (the “Acquiring Fund”).
AMERICAN FUNDS COLLEGE TARGET DATE SERIES INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • June 21st, 2012 • American Funds College Target Date Series
THIS INVESTMENT ADVISORY AND SERVICE AGREEMENT, dated and effective as of the 18th day of June, 2012, is made and entered into by and between AMERICAN FUNDS COLLEGE TARGET DATE SERIES (the “Trust”), a Delaware statutory trust, and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
AMERICAN FUNDS college target date SERIES AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • December 30th, 2021 • American Funds College Target Date Series • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS college target date SERIES, a Delaware statutory trust (the “Trust”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMERICAN FUNDS COLLEGE TARGET DATE SERIES SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • June 21st, 2012 • American Funds College Target Date Series • California
Selling Group AgreementSelling Group Agreement • December 31st, 2015 • American Funds College Target Date Series • California
We have entered into a principal underwriting agreement with each Fund in The American Funds group (Funds) under which we are appointed exclusive agent for the sale of shares. As such agent we offer to sell to you as a member of a Selling Group, shares of the Funds as are qualified for sale in your state, on the terms set forth below. We are acting as an underwriter within the meaning of the applicable rules of the Financial Industry Regulatory Authority (FINRA). In addition, we are the distributor of CollegeAmerica (Program), a college savings program as described in Section 529 of the Internal Revenue Code and The Recordkeeper Direct (multi-fund) Program which offers group fixed and variable annuity contracts (Contract or Contracts), using the Funds and certain other mutual funds as underlying investments. The Contracts are issued by Great-West Life & Annuity Insurance Company and First Great-West Life & Annuity Insurance Company (collectively, Great-West). Unless the context denotes
AMERICAN FUNDS COLLEGE TARGET DATE SERIES AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • December 29th, 2017 • American Funds College Target Date Series • California
INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • December 29th, 2016 • American Funds College Target Date Series
THIS AMENDED AND RESTATED investment advisory and service AGREEMENT, dated and effective as of the 1st day of February, 2016, is made and entered into by and between AMERICAN FUNDS college target date SERIES (the “Trust”), a Delaware statutory trust, and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
AMERICAN FUNDS COLLEGE TARGET DATE SERIES AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • December 30th, 2022 • American Funds College Target Date Series
AMERICAN FUNDS COLLEGE TARGET DATE SERIES PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • June 21st, 2012 • American Funds College Target Date Series • California
THIS PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS COLLEGE TARGET DATE SERIES, a Delaware statutory trust (the “Trust”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AGREEMENT AND PLAN OF Reorganization and liquidationAgreement and Plan of Reorganization and Liquidation • May 21st, 2021 • American Funds College Target Date Series • New York
THIS AGREEMENT AND PLAN OF Reorganization and liquidation (the “Agreement”) is dated this 9th day of December, 2020, by American Funds College Target Date Series, a Delaware statutory trust (“AFCTD”), on behalf of two of its series: American Funds College 2021 Fund (the “Acquired Fund”) and American Funds College Enrollment Fund (the “Acquiring Fund”).
AMERICAN FUNDS college target date SERIES AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • December 29th, 2017 • American Funds College Target Date Series • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS college target date SERIES, a Delaware statutory trust (the “Trust”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMERICAN FUNDS COLLEGE TARGET DATE SERIES AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • October 29th, 2020 • American Funds College Target Date Series • California
AMERICAN FUNDS COLLEGE TARGET DATE SERIES AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • December 30th, 2021 • American Funds College Target Date Series
AMENDMENT TO CUSTODIAN AGREEMENTCustodian Agreement • December 31st, 2020 • American Funds College Target Date Series
This Amendment, dated as of December __, 2020, amends the Global Custody Agreement, dated as of December 14, 2006 as amended to date (the “Custodian Agreement”), by and between State Street Bank and Trust Company (the “Bank”) and each of the investment companies and other pooled investment vehicles (which may be organized as corporations, business or other trusts, limited liability companies, partnerships or other entities) managed by Capital Research and Management Company and listed on Appendix A thereto, as amended from time to time (each, a “Customer”).
AMENDMENT TO CUSTODIAN AGREEMENTCustodian Agreement • December 29th, 2023 • American Funds College Target Date Series
This Amendment, dated as of January __, 2024, amends the Global Custody Agreement, dated as of December 14, 2006 as amended to date (the “Custodian Agreement”), by and between State Street Bank and Trust Company (the “Bank”) and each of the investment companies and other pooled investment vehicles (which may be organized as corporations, business or other trusts, limited liability companies, partnerships or other entities) managed by Capital Research and Management Company and listed on Appendix A thereto, as amended from time to time (each, a “Customer”).
