TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • September 26th, 2024 • MFS Active Exchange Traded Funds Trust
THIS AGREEMENT is made as of September 6, 2024, by and between State Street Bank and Trust Company, a Massachusetts trust company (the “State Street” or the “Transfer Agent”), and each entity set forth on Appendix A attached hereto, severally and not jointly (each such entity and each additional entity made subject to this Agreement in accordance with Section 11 below, shall hereinafter be referred to as a/the “Trust.”) All references to the “Trust” are to each of the entities listed on Appendix A, individually, as if this Agreement were between the relevant individual Trust and the Transfer Agent.
Authorized Participant AgreementAuthorized Participant Agreement • September 26th, 2024 • MFS Active Exchange Traded Funds Trust • Massachusetts
This Authorized Participant Agreement (the “Agreement”) is entered into by and among MFS Fund Distributors, Inc. (the “Distributor”) and [________________________________________] (the “Participant”), and is subject to acceptance by State Street Bank and Trust Company (the “Transfer Agent”). The Distributor, the Participant and the Transfer Agent acknowledge and agree that MFS Active Exchange Traded Funds Trust (the “Trust”), and each series thereof structured as an exchange-traded fund (each, a “Fund,” and collectively, the “Funds”) is an intended third-party beneficiary of this Agreement and shall receive the benefits contemplated by this Agreement to the extent specified herein and be able to enforce its terms as if it were a party hereto. Capitalized terms used but not defined herein are defined in the current prospectus for each Fund (together with the Statement of Additional Information (“SAI”) incorporated therein, the “Prospectus”).
DISTRIBUTION AGREEMENTDistribution Agreement • September 26th, 2024 • MFS Active Exchange Traded Funds Trust
This DISTRIBUTION AGREEMENT (the “Agreement”), is made effective as of September 6, 2024 (the “Effective Date”), by and between MFS ACTIVE EXCHANGE TRADED FUNDS TRUST, a Massachusetts business trust (the “Trust”), on behalf of each series from time to time of the Trust (referred to individually as a “Fund” and collectively as the “Funds”) and MFS FUND DISTRIBUTORS, INC., a Delaware corporation (the “Distributor”);
AMENDMENT TO CUSTODIAN AGREEMENTCustodian Agreement • September 26th, 2024 • MFS Active Exchange Traded Funds Trust
This Amendment, dated September 6, 2024 ("Amendment"), is made to the Custodian Agreement dated as of December 18, 2006, as amended, modified and supplemented from time to time (the “Custodian Agreement"), by and between State Street Bank and Trust Company (the “Custodian”) and each investment company (each, a “Fund”) party to the Custodian Agreement.
TO FUND ACCOUNTING AGREEMENT BETWEEN STATE STREET BANK AND TRUST COMPANY AND EACH OF THE INVESTMENT COMPANIES DATED DECEMBER 18, 2006 (the “Agreement”)Fund Accounting Agreement • September 26th, 2024 • MFS Active Exchange Traded Funds Trust
Trust Fund Stand-Alone Trusts Massachusetts Investors Trust Closed End Funds MFS Charter Income TrustMFS Government Market Income TrustMFS High Income Municipal TrustMFS High Yield Municipal TrustMFS Intermediate High Income FundMFS Intermediate Income TrustMFS Investment Grade Municipal TrustMFS Multimarket Income TrustMFS Municipal Income Trust MFS Series Trust I MFS Core Equity FundMFS Low Volatility Equity FundMFS Low Volatility Global Equity FundMFS New Discovery FundMFS Research International FundMFS Technology FundMFS U.S. Government Cash Reserve FundMFS Value Fund MFS Series Trust IV MFS Blended Research Emerging Markets Equity FundMFS Blended Research International Equity FundMFS Global New Discovery FundMFS U.S. Government Money Market Fund MFS Series Trust VII MFS Equity Income Fund MFS Series Trust IX MFS Inflation-Adjusted Bond Fund
INVESTMENT MANAGEMENT AGREEMENTInvestment Management Agreement • September 26th, 2024 • MFS Active Exchange Traded Funds Trust
INVESTMENT MANAGEMENT AGREEMENT (the “Agreement”), dated this 6th day of September, 2024, by and between MFS ACTIVE EXCHANGE TRADED FUNDS TRUST, a Massachusetts business trust (the "Trust"), on behalf of its series of shares (each a "Fund") listed on Appendix A attached hereto, and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the "Adviser").
