INVESTMENT ADVISORY AGREEMENT INVESTMENT ADVISORY AGREEMENT, dated this 15[th] day of December, 2011, by and between MFS SERIES TRUST IV, a Massachusetts business trust (the "Trust"), on behalf of its series of shares (the "Fund") listed on Appendix A...Investment Advisory Agreement • April 27th, 2012 • MFS Series Trust Iv
WITNESSETHInvestment Advisory Agreement • April 27th, 2017 • MFS Series Trust Iv
EXHIBIT NO. 99.8(c) AMENDMENT TO CUSTODIAN CONTRACT Agreement made as of this 1st day of October, 1989 by and between State Street Bank and Trust Company (the "Custodian") and Massachusetts Cash Management Trust (the "Trust"). WHEREAS, the Custodian...Custodian Contract • October 11th, 1995 • MFS Series Trust Iv
EXHIBIT NO. 99.4 INVESTMENT ADVISORY AGREEMENT INVESTMENT ADVISORY AGREEMENT, dated this 1st day of January, 2002, by and between MFS SERIES TRUST IV, a Massachusetts business trust (the "Trust"), on behalf of its series of shares (each a "Fund")...Investment Advisory Agreement • July 30th, 2002 • MFS Series Trust Iv
WITNESSETH:Investment Advisory Agreement • December 28th, 2001 • MFS Series Trust Iv
EXHIBIT NO. 99.8(d) AMENDMENTMFS Series Trust Iv • October 11th, 1995
BetweenMFS Series Trust Iv • October 11th, 1995 • Massachusetts
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 27th, 2012 • MFS Series Trust Iv
INVESTMENT ADVISORY AGREEMENT, dated this 15th day of December, 2011, by and between MFS SERIES TRUST IV, a Massachusetts business trust (the “Trust”), on behalf of its series of shares (the “Fund”) listed on Appendix A attached hereto, and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the “Adviser”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 29th, 2015 • MFS Series Trust Iv • Massachusetts
INVESTMENT ADVISORY AGREEMENT, dated this 14th day of September, 2015, by and between MFS SERIES TRUST IV, 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”).
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSMFS Series Trust Iv • October 27th, 2016 • Massachusetts
WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and
AMENDMENT TO DISTRIBUTION AGREEMENTSDistribution Agreements • October 27th, 2016 • MFS Series Trust Iv • Massachusetts
WHEREAS, each series from time to time of each Trust listed on Annex A hereto (referred to individually as a “Fund” and collectively as the “Funds”) is a party to a Distribution Agreement, as amended, (the “Agreements”) with MFS Fund Distributors, Inc. (the “Distributor”); and
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSMFS Series Trust Iv • September 30th, 2011 • Massachusetts
WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and
Master Administrative Services Agreement - Exhibit AMFS Series Trust Iv • December 23rd, 2015
FORM OF APPENDIX A TO FUND ACCOUNTING AGREEMENT BETWEEN STATE STREET BANK AND TRUST COMPANY AND EACH OF THE INVESTMENT COMPANIES LISTED ON APPENDIX A THERETO DATED DECEMBER 18, 2006 (the “Agreement”)Fund Accounting Agreement • December 14th, 2011 • MFS Series Trust Iv
Closed End Funds MFS Charter Income Trust MFS Government Market Income Trust MFS Intermediate Income Trust MFS Multimarket Income Trust MFS Municipal Income Trust MFS Special Value Trust MFS California Municipal Fund MFS High Income Municipal Trust MFS InterMarket Income Trust I MFS Intermediate High Income Fund MFS Investment Grade Municipal Trust MFS High Yield Municipal Trust
FORM OF APPENDIX A TO CUSTODIAN AGREEMENT BETWEEN STATE STREET BANK AND TRUST COMPANY AND EACH OF THE INVESTMENT COMPANIES DATED DECEMBER 18, 2006 (the “Agreement”)Custodian Agreement • December 14th, 2011 • MFS Series Trust Iv
Closed End Funds MFS Charter Income Trust MFS Government Market Income Trust MFS Intermediate Income Trust MFS Multimarket Income Trust MFS Municipal Income Trust MFS Special Value Trust MFS California Municipal Fund MFS High Income Municipal Trust MFS InterMarket Income Trust I MFS Intermediate High Income Fund MFS Investment Grade Municipal Trust MFS High Yield Municipal Trust
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • December 26th, 2019 • MFS Series Trust Iv
AMENDMENT effective as of August 1, 2019 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust IV (the “Trust”) on behalf of the MFS Mid Cap Growth Fund (the “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
Microsoft Word 11.0.0000;http://schemas.microsoft.com/office/word/2003/ wordml013fSUB ITEM 77Q1(e) An Amendment dated September 1, 2008, to the Investment Advisory Agreement, dated January 1, 2002, by and between MFS Series Trust IV, on behalf of MFS...MFS Series Trust Iv • April 28th, 2009
An Amendment dated September 1, 2008, to the Investment Advisory Agreement, dated January 1, 2002, by and between MFS Series Trust IV, on behalf of MFS Government Money Market Fund, MFS Mid Cap Growth Fund and MFS Money Market Fund, and Massachusetts Financial Services Company, is contained in Post Effective Amendment No. 48 to the Registration Statement of MFS Series Trust IV (File Nos. 2-54607 and 811-2594), as filed with the Securities and Exchange Commission via EDGAR on December 23, 2008, under Rule 485 under the Securities Act of 1933. Such document is incorporated herein by reference.
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • December 28th, 2017 • MFS Series Trust Iv
AMENDMENT effective as of December 29, 2016 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust IV (the “Trust”) on behalf of the MFS Mid Cap Growth Fund (the “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • December 23rd, 2008 • MFS Series Trust Iv
AMENDMENT dated as of September 1, 2008, to the Investment Advisory Agreement dated January 1, 2002, (the “Agreement”) by and between MFS Series Trust IV (the “Trust”) on behalf of MFS Government Money Market Fund, MFS Mid Cap Growth Fund, and MFS Money Market Fund (each, a “Fund”), each a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
SUB-ITEM 77Q1(E) The Investment Advisory Agreement, dated September 14, 2015, by and between MFS Series Trust IV on behalf of its series MFS Blended Research Global Equity Fund, MFS Blended Research International Equity Fund and MFS Blended Research...MFS Series Trust Iv • April 28th, 2016
The Investment Advisory Agreement, dated September 14, 2015, by and between MFS Series Trust IV on behalf of its series MFS Blended Research Global Equity Fund, MFS Blended Research International Equity Fund and MFS Blended Research Emerging Markets Equity Fund, and Massachusetts Financial Services Company, is contained in Post-Effective Amendment No. 67 to the Registration Statement for MFS Series Trust IV, (File Nos. 2-54607 and 811-2594), as filed with the Securities and Exchange Commission via EDGAR on October 29, 2015, under Rule 485 under the Securities Act of 1933. Such document is incorporated herein by reference.
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • December 28th, 2021 • MFS Series Trust Iv
AMENDMENT effective as of August 1, 2021 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust IV (the “Trust”) on behalf of the MFS Mid Cap Growth Fund (the “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
