FORM OF CUSTODY AGREEMENT Dated ______________, 2021 between UMB BANK, N.A. and E-VALUATOR FUNDS TRUST CUSTODY AGREEMENTCustody Agreement • May 11th, 2021 • E-Valuator Funds Trust
This agreement (the “Agreement”) made as of the date first set forth above between UMB Bank, n.a., a national banking association with its principal place of business located in Kansas City, Missouri (hereinafter “Custodian”), and each of the Funds listed on Appendix B hereof, together with such additional Funds which shall be made parties to this Agreement by the execution of Appendix B hereto (individually, a “Fund” and collectively, the “Funds”).
AGREEMENT AND DECLARATION OF TRUST of E-Valuator Funds Trust (a Delaware Statutory Trust)Agreement and Declaration of Trust • December 21st, 2020 • E-Valuator Funds Trust • Delaware
FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • May 11th, 2021 • E-Valuator Funds Trust • Delaware
INVESTMENT ADVISORY AGREEMENT (the “Agreement”) made as of this [●] day of [●], 2021 by and between E-Valuator Funds Trust (the “Trust”), a Delaware statutory trust registered as an investment company under the Investment Company Act of 1940, as amended (the “1940 Act”), and Systelligence, LLC (the “Adviser”), a Minnesota limited liability company with its principal place of business in Bloomington, Minnesota.
FORM OF DISTRIBUTION AGREEMENTDistribution Agreement • May 11th, 2021 • E-Valuator Funds Trust • Delaware
THIS DISTRIBUTION AGREEMENT (the “Agreement”) is made as of this ___ day of _______, 2021, by and between E-Valuator Funds Trust, a Delaware statutory trust (the “Trust”), and UMB Distribution Services, LLC, a Wisconsin limited liability company (“Provider”).
FORM OF TRANSFER AGENCY AGREEMENTTransfer Agency Agreement • May 11th, 2021 • E-Valuator Funds Trust • Delaware
THIS TRANSFER AGENCY AGREEMENT (the “Agreement”) is made as of this __ day of ____, 2021, by and between E-Valuator Funds Trust, a Delaware statutory trust (the “Trust”), and UMB Fund Services, Inc., a Wisconsin corporation, its successors and assigns (the “Transfer Agent”).
E-VALUATOR FUNDS TRUST EXPENSE LIMITATION AND FEE WAIVER AGREEMENTExpense Limitation and Fee Waiver Agreement • January 28th, 2022 • E-Valuator Funds Trust
EXPENSE LIMITATION AND FEE WAIVER AGREEMENT, effective as of the dates set forth on Schedule A by and between SYSTELLIGENCE, LLC (the “Adviser”) and E-VALUATOR FUNDS TRUST (the “Trust”) (“Agreement”), on behalf of the series of the Trust set forth in Schedule A attached hereto (each a “Fund,” and collectively, the “Funds”).
E-VALUATOR FUNDS TRUST form of EXPENSE LIMITATION AND FEE WAIVER AGREEMENTExpense Limitation and Fee Waiver Agreement • December 21st, 2020 • E-Valuator Funds Trust
EXPENSE LIMITATION AND FEE WAIVER AGREEMENT, effective as of the dates set forth on Schedule A by and between SYSTELLIGENCE, LLC (the “Adviser”) and E-VALUATOR FUNDS TRUST (the “Trust”) (“Agreement”), on behalf of the series of the Trust set forth in Schedule A attached hereto (each a “Fund,” and collectively, the “Funds”).
E-VALUATOR FUNDS TRUST form of EXPENSE LIMITATION AND FEE WAIVER AGREEMENTExpense Limitation and Fee Waiver Agreement • May 11th, 2021 • E-Valuator Funds Trust
EXPENSE LIMITATION AND FEE WAIVER AGREEMENT, effective as of the dates set forth on Schedule A by and between SYSTELLIGENCE, LLC (the “Adviser”) and E-VALUATOR FUNDS TRUST (the “Trust”) (“Agreement”), on behalf of the series of the Trust set forth in Schedule A attached hereto (each a “Fund,” and collectively, the “Funds”).
FORM OF ADMINISTRATION AND FUND ACCOUNTING AGREEMENTAdministration and Fund Accounting Agreement • May 11th, 2021 • E-Valuator Funds Trust • Delaware
THIS ADMINISTRATION AND FUND ACCOUNTING AGREEMENT (the “Agreement”) is made as of this ___ day of ____________, 2021, by and between E-Valuator Funds Trust, a Delaware statutory trust (the “Trust”), and UMB Fund Services, Inc., a Wisconsin corporation, its successors and assigns (the “Administrator”).
FORM OF FUND OF FUNDS INVESTMENT AGREEMENTFund of Funds Investment Agreement • January 27th, 2023 • E-Valuator Funds Trust
THIS AGREEMENT, dated as of [●], between E-Valuator Funds Trust (the “E-Valuator Trust”), on behalf of its various series (each, an “Acquiring Fund”), and [●] (“[●]”), on behalf of its series [●] (the “Acquired Fund” and together with the Acquiring Funds, the “Funds”).
