AMERICAN FUNDS FUNDAMENTAL INVESTORS AMENDED AND RESTATED agreement and declaration of trustAgreement and Declaration of Trust • February 28th, 2018 • American Funds Fundamental Investors • Delaware
Contract Type FiledFebruary 28th, 2018 Company JurisdictionWHEREAS, the Trustees of American Funds Fundamental Investors entered into an Amended and Restated Agreement and Declaration of Trust dated as of December 6, 2012; and
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • February 26th, 2021 • American Funds Fundamental Investors • California
Contract Type FiledFebruary 26th, 2021 Company Jurisdiction
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • February 26th, 2021 • American Funds Fundamental Investors • California
Contract Type FiledFebruary 26th, 2021 Company JurisdictionTHIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT is between AMERICAN FUNDS FUNDAMENTAL INVESTORS, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • February 28th, 2023 • American Funds Fundamental Investors
Contract Type FiledFebruary 28th, 2023 Company
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • February 28th, 2018 • American Funds Fundamental Investors • California
Contract Type FiledFebruary 28th, 2018 Company JurisdictionTHIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS FUNDAMENTAL INVESTORS, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMERICAN FUNDS FUNDAMENTAL INVESTORS AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • February 28th, 2019 • American Funds Fundamental Investors • California
Contract Type FiledFebruary 28th, 2019 Company JurisdictionWHEREAS, AMERICAN FUNDS FUNDAMENTAL INVESTORS (the “Fund”), is a Delaware statutory trust registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end management investment company that offers Class A shares; Class C shares; Class T shares; Class F-1 shares, Class F-2 shares and Class F-3 shares (“Class F shares”); Class 529-A shares, Class 529-C shares, Class 529-E shares, Class 529-T shares, Class 529-F-1 shares (“Class 529 shares”); and Class R-1 shares, Class R-2 shares, Class R-2E shares, Class R-3 shares, Class R-4 shares, Class R-5E shares, Class R-5 shares and Class R-6 shares (“Class R shares”) of beneficial interest (Class A shares, Class C shares, Class T shares, Class F shares, Class 529 shares and Class R shares, collectively, the “shares”);
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENT AGREEMENT, made as of this 1st day of June, 2004, by and between FUNDAMENTAL INVESTORS, INC., a Maryland corporation (the "Fund"), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation...Investment Advisory and Service Agreement • February 28th, 2005 • Fundamental Investors Inc
Contract Type FiledFebruary 28th, 2005 Company
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • February 28th, 2017 • American Funds Fundamental Investors • California
Contract Type FiledFebruary 28th, 2017 Company JurisdictionTHIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS FUNDAMENTAL INVESTORS, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
FUND] SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • August 27th, 2010 • American Funds Fundamental Investors • Delaware
Contract Type FiledAugust 27th, 2010 Company JurisdictionNo annual fee will be charged for a participant account underlying a 401(k) or other defined contribution plan where the plan maintains a single account on AFS’ books and responds to all participant inquiries.
FORM OF AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • July 1st, 2008 • Fundamental Investors Inc • California
Contract Type FiledJuly 1st, 2008 Company JurisdictionTHIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between ___________________________, a _________________ corporation/ business trust (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the "Distributor").
Form of AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • February 28th, 2006 • Fundamental Investors Inc • California
Contract Type FiledFebruary 28th, 2006 Company JurisdictionWHEREAS, [Name of Fund] (the “Fund”), is a [Maryland corporation][Massachusetts business trust] registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end diversified investment company that offers Class [various] shares; and
FORM OF AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 8th, 2009 • Fundamental Investors Inc • California
Contract Type FiledApril 8th, 2009 Company JurisdictionWHEREAS, [Name of Fund] (the “Fund”), is a [State of Formation] [corporation/business trust] registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end diversified investment company that offers Class C shares; Class F-1 shares, Class F-2 shares (together, the “Class F shares”); Class R-1 shares, Class R-2 shares, Class R-3 shares, Class R-4 shares, Class R-5 shares, and Class R-6 shares (collectively, the “Class R shares”); and Class 529-A shares, Class 529-B shares, Class 529-C shares, Class 529-E shares, and Class 529-F-1 shares (collectively, the “Class 529 shares”); and
FUNDAMENTAL INVESTORS, INC. AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between FUNDAMENTAL INVESTORS, INC., a Maryland corporation (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California...Principal Underwriting Agreement • March 13th, 2000 • Fundamental Investors Inc
Contract Type FiledMarch 13th, 2000 CompanyFUNDAMENTAL INVESTORS, INC. AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between FUNDAMENTAL INVESTORS, INC., a Maryland corporation (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation ("the Distributor"). W I T N E S S E T H: WHEREAS, the Fund is registered under the Investment Company Act of 1940, as amended (the "1940 Act"), as an open-end diversified investment company which offers two classes of shares of common stock, designated as Class A shares and Class B shares, and it is a part of the business of the Fund, and affirmatively in the interest of the Fund, to offer shares of the Fund either from time to time or continuously as determined by the Fund's officers subject to authorization by its Board of Directors; and WHEREAS, the Distributor is engaged in the business of promoting the distribution of shares of investment companies through securities broker-dealers; and WHEREAS, the Fund and the Distributor w
GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • February 28th, 2007 • Fundamental Investors Inc • New York
Contract Type FiledFebruary 28th, 2007 Company JurisdictionThis 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").
PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • August 27th, 2010 • American Funds Fundamental Investors • California
Contract Type FiledAugust 27th, 2010 Company JurisdictionTHIS PRINCIPAL UNDERWRITING AGREEMENT, is between [FUND], a Delaware statutory trust (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the "Distributor").
FUND NAME] SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • February 29th, 2012 • American Funds Fundamental Investors • California
Contract Type FiledFebruary 29th, 2012 Company Jurisdiction
SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of January 1, 1995, are FUNDAMENTAL INVESTORS, INC., a Maryland corporation (hereinafter called "the Fund"), and American Funds Service Company, a California...Shareholder Services Agreement • February 29th, 1996 • Fundamental Investors Inc
Contract Type FiledFebruary 29th, 1996 Company
logo - American Funds (r)] American Funds Distributors, Inc. 333 South Hope Street Los Angeles, California 90071 Telephone 800/421-5475, ext. 59 Institutional selling group agreement Ladies and Gentlemen: We have entered into a principal underwriting...Institutional Selling Group Agreement • February 28th, 2005 • Fundamental Investors Inc • California
Contract Type FiledFebruary 28th, 2005 Company Jurisdiction
FUNDAMENTAL INVESTORS, INC. AMENDED AND RESTATED INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • February 26th, 2010 • Fundamental Investors Inc
Contract Type FiledFebruary 26th, 2010 CompanyTHIS AMENDED AND RESTATED INVESTMENT ADVISORY AND SERVICE AGREEMENT, dated and effective as of the 1st day of January, 2010, is made and entered into by and between FUNDAMENTAL INVESTORS, INC., a Maryland corporation, (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
AMENDED AND RESTATED INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • February 28th, 2022 • American Funds Fundamental Investors
Contract Type FiledFebruary 28th, 2022 CompanyTHIS AMENDED AND RESTATED investment advisory and service AGREEMENT, dated and effective as of the 1st day of December, 2021, is made and entered into by and between AMERICAN FUNDS FUNDAMENTAL INVESTORS (the “Trust”), a Delaware statutory trust series consisting of one fund, Fundamental Investors (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
name of fund] AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • August 28th, 2014 • American Funds Fundamental Investors • California
Contract Type FiledAugust 28th, 2014 Company JurisdictionTHIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between [NAME OF FUND], [a Delaware statutory trust] (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
PRINCIPAL UNDERWRITING AGREEMENT This PRINCIPAL UNDERWRITING AGREEMENT, between FUNDAMENTAL INVESTORS, INC., a Maryland corporation (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation ("AFD"); W I T N E S S E T H: WHEREAS,...Principal Underwriting Agreement • February 28th, 1997 • Fundamental Investors Inc • Hawaii
Contract Type FiledFebruary 28th, 1997 Company JurisdictionIf you initiate and are responsible for sales of shares a) amounting to $1 million or more or b) made at net asset value to retirement plans of organizations with collective retirement plan assets of $100 million or more, you will be paid a dealer commission of 1.00% on sales to $2 million, plus 0.80% on amounts over $2 million up to $3 million, plus 0.50% on amounts over $3 million up to $50 million, plus 0.25% on amounts over $50 million up to $100 million, plus 0. 15% on amounts over $100 million. For each account of a shareholder of the respective Companies (and accounts related by the fight of accumulation), only such net asset value sales made over a 12 month period (commencing from the date of the first such sale) will be considered for purposes of determinin the level of dealer commissions to be paid during that period with respect to such account(s). No dealer commissions are paid on any other sales of shares at net asset value, except that commissions may be paid to dealers o
Form ofIndemnification Agreement • February 28th, 2005 • Fundamental Investors Inc
Contract Type FiledFebruary 28th, 2005 Company
CUSTODIAN CONTRACT This Contract between Fundamental Investors, Inc., a corporation organized and existing under the laws of Delaware, having its principal place of business at Los Angeles, CA hereinafter called the "Fund", and State Street Bank and...Custodian Contract • February 28th, 1997 • Fundamental Investors Inc
Contract Type FiledFebruary 28th, 1997 Company
Form of AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • February 29th, 2008 • Fundamental Investors Inc
Contract Type FiledFebruary 29th, 2008 Company
Custodian Agreement This Agreement is effective as of June 29, 2001, and between each of the investment companies and other pooled investment vehicles (which may be organized as corporations, business or other trusts, limited liability companies,...Custodian Agreement • February 15th, 2002 • Fundamental Investors Inc • Massachusetts
Contract Type FiledFebruary 15th, 2002 Company Jurisdiction
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENT AGREEMENT, made as of this 1st day of March, 2000, by and between FUNDAMENTAL INVESTORS, INC., a Maryland corporation (the "Fund"), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation...Investment Advisory and Service Agreement • March 13th, 2000 • Fundamental Investors Inc
Contract Type FiledMarch 13th, 2000 Company
INVESTMENT ADVISORY AND SERVICE AGREEMENT AGREEMENT, made as of this 1st day of December, 1991, by and between FUNDAMENTAL INVESTORS, INC., a Maryland corporation (the "Fund"), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the...Investment Advisory Agreement • February 28th, 1997 • Fundamental Investors Inc
Contract Type FiledFebruary 28th, 1997 CompanyINVESTMENT ADVISORY AND SERVICE AGREEMENT AGREEMENT, made as of this 1st day of December, 1991, by and between FUNDAMENTAL INVESTORS, INC., a Maryland corporation (the "Fund"), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the "Adviser"). 1. The Fund hereby employs the Adviser to furnish advice to the Fund with respect to the investment and reinvestment of the assets of the Fund. The Adviser hereby accepts such employment and agrees to render the services and to assume the obligations to the extent herein set forth, for the compensation herein provided. The Adviser shall, for all purposes herein, be deemed an independent contractor and not an agent of the Fund. 2. The Adviser agrees to provide supervision of the portfolio of the Fund and to determine what securities or other property shall be purchased or sold by the Fund, giving due consideration to the policies of the Fund as expressed in the Fund's Articles of Incorporation, By-Laws, Registration Statement und
PLAN OF DISTRIBUTION OF FUNDAMENTAL INVESTORS, INC. WHEREAS, Fundamental Investors, Inc. (the "Fund") is a Maryland corporation which offers shares of common stock; WHEREAS, American Funds Distributors, Inc. ("AFD") will serve as distributor of the...Plan of Distribution • February 28th, 1997 • Fundamental Investors Inc
Contract Type FiledFebruary 28th, 1997 Company
AMENDMENT OF AMENDED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • February 26th, 2010 • Fundamental Investors Inc
Contract Type FiledFebruary 26th, 2010 CompanyThis Amendment to the Amended Shareholder Services Agreement (the "Agreement") by and between American Funds Service Company (hereinafter, "AFS") and Fundamental Investors, Inc. (hereinafter, the "Fund") is dated as of the 1st day of October, 2009.
Exhibit D INVESTMENT ADVISORY AND SERVICE AGREEMENT AGREEMENT, made as of this 1st day of September, 1998, by and between FUNDAMENTAL INVESTORS, INC., a Maryland corporation (the "Fund"), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware...Investment Advisory and Service Agreement • December 30th, 1998 • Fundamental Investors Inc
Contract Type FiledDecember 30th, 1998 Company
AMERICAN FUNDS FUNDAMENTAL INVESTORS INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory Agreement • August 27th, 2010 • American Funds Fundamental Investors
Contract Type FiledAugust 27th, 2010 CompanyTHIS INVESTMENT ADVISORY AND SERVICE AGREEMENT, dated and effective as of the 1st day of September, 2010, is made and entered into by and between AMERICAN FUNDS FUNDAMENTAL INVESTORS (the “Trust”), a Delaware statutory trust series consisting of one fund, Fundamental Investors (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
AMENDMENT OF AMENDED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • February 27th, 2009 • Fundamental Investors Inc
Contract Type FiledFebruary 27th, 2009 CompanyThis Amendment to the Amended Shareholder Services Agreement (the "Agreement") by and between American Funds Service Company (hereinafter, "AFS") and Fundamental Investors, Inc. (hereinafter, the "Fund") is dated as of the 1st day of November, 2008.
F U N D A M E N T A L I N V E S T O R S, I N C. One Market Steuart Tower, Suite 1800 $ San Francisco, California 94105-1409 Mailing Address: P.O. Box 7650, San Francisco, California 94120-7650 $ Telephone (415) 421-9360 January 15, 1999 Capital...Delegation of Responsibilities Agreement • March 13th, 2000 • Fundamental Investors Inc
Contract Type FiledMarch 13th, 2000 Company