PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • September 20th, 2024 • American Funds U.S. Small & Mid Cap Equity Fund
THIS PRINCIPAL UNDERWRITING AGREEMENT is between American Funds U.S. Small and Mid Cap Equity Fund, a Delaware statutory trust (the “Fund”), and CAPITAL CLIENT GROUP, INC., a California corporation (the “Distributor”).
INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • September 20th, 2024 • American Funds U.S. Small & Mid Cap Equity Fund
THIS investment advisory and service AGREEMENT, dated and effective as of the 12th day of September, 2024, is made and entered into by and between American Funds U.S. Small and Mid Cap Equity Fund, a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • August 20th, 2024 • American Funds U.S. Small & Mid Cap Equity Fund • New York
This AGREEMENT is effective as of December 21, 2006, and is between JPMORGAN CHASE BANK, NATIONAL ASSOCIATION ("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 U.S. SMALL AND MID CAP EQUITY FUND agreement and declaration of trustTrust Agreement • August 20th, 2024 • American Funds U.S. Small & Mid Cap Equity Fund • Delaware
AGREEMENT AND DECLARATION OF TRUST of American Funds U.S. Small and Mid Cap Equity Fund, a Delaware statutory trust, made as of May 1, 2024, by the undersigned Trustees.
INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory Agreement • August 20th, 2024 • American Funds U.S. Small & Mid Cap Equity Fund
THIS investment advisory and service AGREEMENT, dated and effective as of the [____] day of [Month, Year], is made and entered into by and between [FUND NAME], a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • September 20th, 2024 • American Funds U.S. Small & Mid Cap Equity Fund • California
