Fidelity Boylston Street Trust Sample Contracts

GENERAL DISTRIBUTION AGREEMENT between FIDELITY BOYLSTON STREET TRUST and FIDELITY DISTRIBUTORS CORPORATION
General Distribution Agreement • March 24th, 2015 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT made this 15th day of May, 2014, between Fidelity Boylston Street Trust, a Delaware statutory trust having its principal place of business in Boston, Massachusetts and which may issue one or more series of beneficial interest ("Issuer"), with respect to shares of Strategic Advisers Multi-Manager 2060 Fund, a series of the Issuer, and Fidelity Distributors Corporation, a Massachusetts corporation having its principal place of business in Smithfield, Rhode Island ("Distributors").

AutoNDA by SimpleDocs
MANAGEMENT CONTRACT between FIDELITY BOYLSTON STREET TRUST: FIDELITY STABLE VALUE FUND and FIDELITY MANAGEMENT & RESEARCH COMPANY
Management Contract • December 13th, 2002 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT made this 14th day of November 2002, by and between Fidelity Boylston Street Trust, a Delaware business trust which may issue one or more series of shares of beneficial interest (hereinafter called the "Fund"), on behalf of Fidelity Stable Value Fund (hereinafter called the "Portfolio"), and Fidelity Management & Research Company, a Massachusetts corporation (hereinafter called the "Adviser") as set forth in its entirety below.

SUB-ADVISORY AGREEMENT between FIDELITY MANAGEMENT & RESEARCH COMPANY and FIDELITY MANAGEMENT & RESEARCH (U.K.) INC. and FIDELITY BOYLSTON STREET TRUST ON BEHALF OF FIDELITY STABLE VALUE FUND
Sub-Advisory Agreement • December 13th, 2002 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT made this 14th day of November, 2002, by and between Fidelity Management & Research Company, a Massachusetts corporation with principal offices at 82 Devonshire Street, Boston, Massachusetts (hereinafter called the "Advisor"); Fidelity Management & Research (U.K.) Inc. (hereinafter called the "Sub-Advisor"); and Fidelity Boylston Street Trust, a Delaware business trust which may issue one or more series of shares of beneficial interest (hereinafter called the "Trust") on behalf of Fidelity Stable Value Fund (hereinafter called the "Portfolio").

GENERAL DISTRIBUTION AGREEMENT between FIDELITY BOYLSTON STREET TRUST and FIDELITY DISTRIBUTORS CORPORATION
General Distribution Agreement • December 13th, 2002 • Fidelity Boylston Street Trust • Massachusetts

Agreement made this 14th day of November, 2002, between Fidelity Boylston Street Trust, a Delaware business trust having its principal place of business in Boston, Massachusetts and which may issue one or more series of beneficial interest ("Issuer"), with respect to shares of Fidelity Stable Value Fund, a series of the Issuer, and Fidelity Distributors Corporation, a Massachusetts corporation having its principal place of business in Boston, Massachusetts ("Distributors").

MANAGEMENT CONTRACT between FIDELITY BOYLSTON STREET TRUST: STRATEGIC ADVISERS MULTI-MANAGER 2040 FUND and STRATEGIC ADVISERS, INC.
Management Contract • May 29th, 2013 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT made this 15th day of November, 2012 by and between Fidelity Boylston Street Trust, a Delaware statutory trust which may issue one or more series of shares of beneficial interest (hereinafter called the "Fund"), on behalf of Strategic Advisers Multi-Manager 2040 Fund, a series of the Fund, (hereinafter called the "Portfolio"), and Strategic Advisers, Inc., a Massachusetts corporation (hereinafter called the "Adviser") as set forth in its entirety below.

AMENDED AND RESTATED ADMINISTRATION AGREEMENT between FMR CO., INC. and FIDELITY MANAGEMENT & RESEARCH COMPANY
Administration Agreement • May 26th, 2016 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT AMENDED and RESTATED as of this 1st day of October, 2015 between FMR Co., Inc., a Massachusetts corporation (the “Adviser”), and Fidelity Management & Research Company, a Massachusetts corporation (the “Administrator”).

SUB-ADVISORY AGREEMENT between FIDELITY INVESTMENTS MONEY MANAGEMENT, INC. and FIDELITY MANAGEMENT & RESEARCH COMPANY
Sub-Advisory Agreement • December 13th, 2002 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT made this 14th day of November, 2002, by and between Fidelity Investments Money Management, Inc., a New Hampshire corporation with principal offices at 1 Spartan Way, Merrimack, New Hampshire (hereinafter called the ´´Sub-Adviser") and Fidelity Management & Research Company, a Massachusetts corporation with principal offices at 82 Devonshire Street, Boston, Massachusetts (hereinafter called the ´´Adviser").

FORM OF MANAGEMENT CONTRACT between FIDELITY STABLE VALUE FUND and FIDELITY MANAGEMENT & RESEARCH COMPANY
Fidelity Boylston Street Trust • August 30th, 2002 • Massachusetts

AGREEMENT made this__ day of _____ 20__, by and between Fidelity Boylston Street Trust, a Delaware business trust which may issue one or more series of shares of beneficial interest (hereinafter called the "Fund"), on behalf of Fidelity Stable Value Fund (hereinafter called the "Portfolio"), and Fidelity Management & Research Company, a Massachusetts corporation (hereinafter called the "Adviser") as set forth in its entirety below.

Form of SUB-ADVISORY AGREEMENT between FIDELITY MANAGEMENT & RESEARCH COMPANY and FIDELITY MANAGEMENT & RESEARCH (Far East) INC. and FIDELITY BOYLSTON STREET TRUST ON BEHALF OF FIDELITY STABLE VALUE FUND
Fidelity Boylston Street Trust • August 30th, 2002 • Massachusetts

AGREEMENT made this ___ day of ____, 200_, by and between Fidelity Management & Research Company, a Massachusetts corporation with principal offices at 82 Devonshire Street, Boston, Massachusetts (hereinafter called the "Advisor"); Fidelity Management & Research (Far East) Inc. (hereinafter called the "Sub-Advisor"); and Fidelity Boylston Street Trust, a Delaware business trust which may issue one or more series of shares of beneficial interest (hereinafter called the "Trust") on behalf of Fidelity Stable Value Fund (hereinafter called the "Portfolio").

Form of FIDELITY GROUP REPO CUSTODIAN AGREEMENT FOR JOINT TRADING ACCOUNT
Repo Custodian Agreement • August 30th, 2002 • Fidelity Boylston Street Trust • New York

AGREEMENT dated as of ______________, among CHEMICAL BANK, a banking corporation organized under the laws of the State of New York ("Repo Custodian"), GREENWICH CAPITAL MARKETS, INC. ("Seller") and each of the entities listed on Schedule A-1, A-2, A-3 and A-4 hereto acting on behalf of itself or (i) in the case of a series company, on behalf of one or more of its portfolios or series listed on Schedule A-1 or A-2 hereto, (ii) in the case of the accounts listed on Schedule A-3 hereto, acting through Fidelity Management & Research Company, and (iii) in the case of the commingled or individual accounts listed on Schedule A-4 hereto, acting through Fidelity Management Trust Company (collectively, the "Funds" and each, a "Fund").

AMENDED AND RESTATED MANAGEMENT CONTRACT between FIDELITY BOYLSTON STREET TRUST: STRATEGIC ADVISERS MULTI-MANAGER 2010 FUND and FMR CO., INC.
Management Contract • May 26th, 2016 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT AMENDED and RESTATED as of this 1st day of October, 2015, by and between Fidelity Boylston Street Trust, a Delaware statutory trust which may issue one or more series of shares of beneficial interest (hereinafter called the “Fund”), on behalf of Strategic Advisers Multi-Manager 2010 Fund, a series of the Fund, (hereinafter called the “Portfolio”), and FMR Co., Inc., a Massachusetts corporation (hereinafter called the “Adviser”) as set forth in its entirety below.

Form of CUSTODIAN AGREEMENT Dated as of ________ Between Each of the Investment Companies Listed on Appendix "A" Attached Hereto and Citibank, N.A.
Custodian Agreement • December 13th, 2002 • Fidelity Boylston Street Trust

AGREEMENT made as of the __ day of ___ between each of the Investment Companies Listed on Appendix "A" hereto, as the same may be amended from time to time, (each a "Fund" and collectively the "Funds") and Citibank, N.A. (the "Custodian").

Form of JOINT TRADING ACCOUNT CUSTODY AGREEMENT Between THE BANK OF NEW YORK and FIDELITY FUNDS Dated as of: _________
Custody Agreement • August 30th, 2002 • Fidelity Boylston Street Trust

AGREEMENT dated as of ___________ by and between The Bank of New York (hereinafter referred to as the "Custodian") and each of the entities listed on Schedules A-1, A-2, A-3 and A-4 hereto, acting on behalf of itself or, (i) in the case of a series company, on behalf of one or more of its portfolios or series listed on Schedule A-1 or A-2 hereto, (ii) in the case of the accounts listed on Schedule A-3 hereto, acting through Fidelity Management & Research Company, and (iii) in the case of the commingled or individual accounts listed on Schedule A-4 hereto, acting through Fidelity Management Trust Company (collectively, the "Funds" and each, a "Fund").

Exhibit 6(e) FORM OF SELLING DEALER AGREEMENT (FOR BANK-RELATED TRANSACTIONS) We at Fidelity Distributors Corporation invite you to distribute shares of the mutual funds, or the separate series or classes of the mutual funds, listed on Schedules A and...
Selling Dealer Agreement • May 29th, 1997 • Fidelity Institutional Tax Exempt Cash Portfolios

Exhibit 6(e) FORM OF SELLING DEALER AGREEMENT (FOR BANK-RELATED TRANSACTIONS) We at Fidelity Distributors Corporation invite you to distribute shares of the mutual funds, or the separate series or classes of the mutual funds, listed on Schedules A and B attached to this Agreement (the "Portfolios"). We may periodically change the list of Portfolios by giving you written notice of the change. We are the Portfolios' principal underwriter and, as agent for the Portfolios, we offer to sell Portfolio shares to you on the following terms: 1. Certain Defined Terms: (a) You (_____________________________________) are registered as a broker/dealer under the Securities Exchange Act of 1934 (the "1934 Act") and have executed a written agreement with a bank or bank affiliate to provide brokerage services to that bank, bank affiliate and/or their customers. As used in this Agreement, the term "Bank" means a bank as defined in Section 3(a)(6) of the 1934 Act, or an affiliate of such a bank, with whi

FORM OF AMENDED AND RESTATED SUB-ADVISORY AGREEMENT Between FIDELITY MANAGEMENT & RESEARCH (Far East), INC. and FIDELITY INVESTMENTS JAPAN LIMITED
Sub-Advisory Agreement • August 30th, 2002 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT made this 1st day of August, 2001, by and between Fidelity Management & Research (Far East), Inc., a Massachusetts corporation (the "Sub-Advisor"); and Fidelity Investments Japan Limited, a Japanese corporation (the "Japan Sub-Advisor").

Exhibit 6(d) FORM OF BANK AGENCY AGREEMENT We at Fidelity Distributors Corporation offer to make available to your customers shares of the mutual funds, or the separate series or classes of the mutual funds, listed on Schedules A and B attached to...
Fidelity Institutional Tax Exempt Cash Portfolios • May 29th, 1997

Exhibit 6(d) FORM OF BANK AGENCY AGREEMENT We at Fidelity Distributors Corporation offer to make available to your customers shares of the mutual funds, or the separate series or classes of the mutual funds, listed on Schedules A and B attached to this Agreement (the "Portfolios"). We may periodically change the list of Portfolios by giving you written notice of the change. We are the Portfolios' principal underwriter and act as agent for the Portfolios. You (____________________________________) are a division or affiliate of a bank (____________________________________) and desire to make Portfolio shares available to your customers on the following terms: 1. Certain Defined Terms: As used in this Agreement, the term "Prospectus" means the applicable Portfolio's prospectus and related statement of additional information, whether in paper format or electronic format, included in the Portfolio's then currently effective registration statement (or post-effective amendment thereto), and

FORM OF GENERAL DISTRIBUTION AGREEMENT between FIDELITY BOYLSTON STREET TRUST and FIDELITY DISTRIBUTORS CORPORATION
General Distribution Agreement • July 29th, 2014 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT made this __ day of ____, 20__, between Fidelity Boylston Street Trust, a Delaware statutory trust having its principal place of business in Boston, Massachusetts and which may issue one or more series of beneficial interest ("Issuer"), with respect to shares of Strategic Advisers Multi-Manager 2060 Fund, a series of the Issuer, and Fidelity Distributors Corporation, a Massachusetts corporation having its principal place of business in Smithfield, Rhode Island ("Distributors").

AMENDED AND RESTATED MANAGEMENT CONTRACT
Management Contract • May 26th, 2016 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT AMENDED and RESTATED as of this 1st day of October, 2015, by and between Fidelity Boylston Street Trust, a Delaware statutory trust which may issue one or more series of shares of beneficial interest (hereinafter called the “Trust”), on behalf of Strategic Advisers Multi-Manager 2060 Fund, a series of the Trust, (hereinafter called the “Fund”), and FMR Co., Inc., a Massachusetts corporation (hereinafter called the “Adviser”) as set forth in its entirety below.

ADMINISTRATION AGREEMENT between STRATEGIC ADVISERS, INC. and FIDELITY MANAGEMENT & RESEARCH COMPANY
Administration Agreement • March 24th, 2015 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT dated as of this 15th day of May, 2014 between Strategic Advisers, Inc., a Massachusetts corporation (the "Adviser"), and Fidelity Management & Research Company, a Massachusetts corporation (the "Administrator").

AMENDED AND RESTATED ADMINISTRATION AGREEMENT between FMR CO., INC. and FIDELITY MANAGEMENT & RESEARCH COMPANY
Administration Agreement • May 26th, 2016 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT AMENDED and RESTATED as of this 1st day of October, 2015 between FMR Co., Inc., a Massachusetts corporation (the “Adviser”), and Fidelity Management & Research Company, a Massachusetts corporation (the “Administrator”).

FORM OF ADMINISTRATION AGREEMENT between STRATEGIC ADVISERS, INC. and FIDELITY MANAGEMENT & RESEARCH COMPANY
Administration Agreement • July 29th, 2014 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT dated as of this __ day of ____, 20__ between Strategic Advisers, Inc., a Massachusetts corporation (the "Adviser"), and Fidelity Management & Research Company, a Massachusetts corporation (the "Administrator").

AutoNDA by SimpleDocs
MANAGEMENT CONTRACT between FIDELITY BOYLSTON STREET TRUST: STRATEGIC ADVISERS MULTI-MANAGER 2060 FUND and STRATEGIC ADVISERS, INC.
Management Contract • March 24th, 2015 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT made this 15th day of May, 2014, by and between Fidelity Boylston Street Trust, a Delaware statutory trust which may issue one or more series of shares of beneficial interest (hereinafter called the "Trust"), on behalf of Strategic Advisers Multi-Manager 2060 Fund, a series of the Trust, (hereinafter called the "Fund"), and Strategic Advisers, Inc., a Massachusetts corporation (hereinafter called the "Adviser") as set forth in its entirety below.

FIDELITY GROUP REPO CUSTODIAN AGREEMENT FOR JOINT TRADING ACCOUNT
Fidelity Group • August 30th, 2002 • Fidelity Boylston Street Trust • New York

AGREEMENT dated as of ________, among THE BANK OF NEW YORK, a banking corporation organized under the laws of the State of New York ("Repo Custodian"), J.P. MORGAN SECURITIES INC. ("Seller") and each of the entities listed on Schedule A-1, A-2, A-3 and A-4 (collectively, the "Funds" and each a "Fund") hereto, acting on behalf of itself or (i) in the case of the Funds listed on Schedule A-1 or A-2 hereto which are portfolios or series, acting through the series company listed on Schedule A-1 or A-2 hereto, (ii) in the case of the accounts listed on Schedule A-3 hereto, acting through Fidelity Management & Research Company, and (iii) in the case of the commingled or individual accounts listed on Schedule A-4 hereto, acting through Fidelity Management Trust Company (collectively, the "Funds" and each, a "Fund").

Form of FIRST AMENDMENT TO JOINT TRADING ACCOUNT CUSTODY AGREEMENT BETWEEN THE BANK OF NEW YORK AND FIDELITY FUNDS
Fidelity Boylston Street Trust • August 30th, 2002

FIRST AMENDMENT TO JOINT TRADING ACCOUNT CUSTODY AGREEMENT BETWEEN THE BANK OF NEW YORK AND FIDELITY FUNDS, dated as of _________, by and between THE BANK OF NEW YORK ("Custodian") and each of the entities listed on Schedules A-1, A-2, A-3 and A-4 hereto on behalf of itself or, (i) in the case of a series company, on behalf of one or more of its portfolios or series listed on Schedules A-1 or A-2 hereto, (ii) in the case of the accounts listed on Schedule A-3 hereto, acting through Fidelity Management & Research Company, and (iii)in the case of the commingled or individual accounts listed on Schedule A-4 hereto, acting through Fidelity Management Trust Company (collectively, the "Funds" and each, a "Fund").

FORM OF MANAGEMENT CONTRACT between FIDELITY BOYLSTON STREET TRUST: STRATEGIC ADVISERS MULTI-MANAGER 2060 FUND and STRATEGIC ADVISERS, INC.
Management Contract • July 29th, 2014 • Fidelity Boylston Street Trust • Massachusetts

AGREEMENT made this __ day of ____, 20__, by and between Fidelity Boylston Street Trust, a Delaware statutory trust which may issue one or more series of shares of beneficial interest (hereinafter called the "Trust"), on behalf of Strategic Advisers Multi-Manager 2060 Fund, a series of the Trust, (hereinafter called the "Fund"), and Strategic Advisers, Inc., a Massachusetts corporation (hereinafter called the "Adviser") as set forth in its entirety below.

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!