New Perspective FUND AMENDED AND RESTATED agreement and declaration of trustAgreement and Declaration of Trust • November 30th, 2017 • New Perspective Fund • Delaware
WHEREAS, the Trustees of New Perspective Fund entered into an Amended and Restated Agreement and Declaration of Trust dated as of December 3, 2012; and
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • November 30th, 2020 • New Perspective Fund • California
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • November 30th, 2021 • New Perspective Fund
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT is between New perspective FUND, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • November 30th, 2023 • New Perspective Fund
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • November 30th, 2017 • New Perspective Fund • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between New Perspective Fund, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • November 30th, 2018 • New Perspective Fund • California
WHEREAS, New Perspective Fund (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 and 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”);
FUND OF FUNDS INVESTMENT AGREEMENTFund of Funds Investment Agreement • November 30th, 2022 • New Perspective Fund • California
THIS FUND OF FUNDS INVESTMENT AGREEMENT (this “Agreement”), dated as of January 19, 2022, by and among [ ], a [ ] life insurance company (the “Insurance Company”), on behalf of itself and certain of its separate accounts; [ ], an open-end management investment company organized under the laws of [ ] (the “Trust”), on behalf of itself and each fund, severally and not jointly, listed on Attachment A under the heading “Acquiring Funds,” as such Attachment A shall be amended from time to time (each such fund, an “Acquiring Fund”, and together, the “Acquiring Funds”); [ ], a corporation organized under the laws of [ ] (the “Adviser”); Capital Research and Management Company, a corporation organized under the laws of the State of Delaware (“CRMC”); each fund, severally and not jointly, listed on Attachment B under the heading “Retail Funds”, as such Attachment B shall be amended from time to time (each such fund listed under the heading “Retail Funds”, a “Retail Fund” or an “Acquired Fund”,
NEW PERSPECTIVE FUND SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • November 7th, 2012 • New Perspective Fund • Delaware
NEW PERSPECTIVE FUND INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • November 7th, 2012 • New Perspective Fund
THIS INVESTMENT ADVISORY AND SERVICE AGREEMENT, dated and effective as of the 1st day of December, 2012, is made and entered into by and between NEW PERSPECTIVE FUND, a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
NEW PERSPECTIVE FUND, INC. AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between NEW PERSPECTIVE FUND, INC., a Maryland corporation (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California...Principal Underwriting Agreement • March 13th, 2000 • New Perspective Fund Inc
INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • November 29th, 2019 • New Perspective Fund
THIS AMENDED AND RESTATED investment advisory and service AGREEMENT, dated and effective as of the 1st day of February, 2019, is made and entered into by and between new perspective fund, a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
With respect to sales of shares of any tax-exempt fund, the commission schedule for sales of shares to retirement plans of organizations with assets of $100 million or more is inapplicable. 4. On sales of shares of Companies listed in Category 3 on...Principal Underwriting Agreement • November 26th, 1997 • New Perspective Fund Inc • Hawaii
PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between NEW PERSPECTIVE FUND, 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, the Fund is registered under the Investment Company Act of 1940, as amended (the "1940 Act"), as an open-end investment company which offers shares of common stock 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 for sale, either continuously, or from time to time by means of such arrangements as are determined by its Directors to be appropriate; and WHEREAS, AFD is engaged in the business of promoting the distribution of shares of investment companies through securities broker-dealers; and WHEREAS, the Fund and AFD wish to enter into an agreement with each other to promote the distribution of the shares of the Fund; NOW, THEREFORE, the parties agree as follows: 1. (a) AF
FORM OF AMENDMENT OF [AMENDED] SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • April 8th, 2009 • New Perspective Fund Inc • California
WHEREAS, [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
PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • November 7th, 2012 • New Perspective Fund • California
THIS PRINCIPAL UNDERWRITING AGREEMENT, is between NEW PERSPECTIVE FUND, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
January 15, 1999 Capital Research and Management Company 333 South Hope Street, 55/th/ Floor Los Angeles, CA 90071 RE: DELEGATION OF RESPONSIBILITIES UNDER RULE 17F-5 Dear Mesdames/Sirs: This Agreement confirms, and sets forth the responsibilities of...Delegation of Responsibilities • November 29th, 1999 • New Perspective Fund Inc
GLOBAL CUSTODY AGREEMENT This AGREEMENT is effective as of June 29, 2001, and is between THE CHASE MANHATTAN BANK ("Bank") and each of the investment companies and other pooled investment vehicles (which may be organized as corporations, business or...Global Custody Agreement • November 30th, 2001 • New Perspective Fund Inc
PLAN OF DISTRIBUTION OF NEW PERSPECTIVE FUND, INC. WHEREAS, New Perspective Fund, Inc. (the "Fund") is a Maryland corporation which offers shares of common stock; WHEREAS, American Funds Distributors, Inc. ("AFD") serves as distributor of the shares...Plan of Distribution • November 26th, 1997 • New Perspective Fund Inc
American Funds Distributors, Inc.Selling Group Agreement • November 30th, 2010 • New Perspective Fund Inc
We have entered into a principal underwriting agreement with each Fund in The American Funds group (Funds) under which we are appointed exclusive agent for the sale of shares. As such agent we offer to sell to you as a member of a Selling Group, shares of the Funds as are qualified for sale in your state, on the terms set forth below. We are acting as an underwriter within the meaning of the applicable rules of the NASD. In addition, we are the distributor of CollegeAmerica (Program), a college savings program as described in Section 529 of the Internal Revenue Code.
NEW PERSPECTIVE FUND, INC. AMENDED AND RESTATED INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • November 30th, 2010 • New Perspective Fund Inc
THIS 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 NEW PERSPECTIVE FUND, INC., a Maryland corporation (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • November 30th, 2022 • New Perspective Fund
THIS AMENDED AND RESTATED investment advisory and service AGREEMENT, dated and effective as of the 1st day of February, 2022, is made and entered into by and between new perspective fund, a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of January 1, 1995, are New Perspective Fund, Inc. (hereinafter called "the Fund") and American Funds Service Company, a California corporation (hereinafter called...Shareholder Services Agreement • November 30th, 1995 • New Perspective Fund Inc
SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of January 1, 1995, are New Perspective Fund, Inc. (hereinafter called "the Fund") and American Funds Service Company, a California corporation (hereinafter called "AFS"). AFS is a wholly owned subsidiary of Capital Research and Management Company (hereinafter called "CRMC"). This Agreement will continue in effect until amended or terminated in accordance with its terms. 2. The Fund hereby employs AFS, and AFS hereby accepts such employment by the Fund, as its transfer agent. In such capacity AFS will provide the services of stock transfer agent, dividend disbursing agent, redemption agent, and such additional related services as the Fund may from time to time require, all of which services are sometimes referred to herein as "shareholder services." 3. AFS has entered into substantially identical agreements with other investment companies for which CRMC serves as investment adviser. (For the purposes
SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of January 1, 1995, are New Perspective Fund, Inc. (hereinafter called "the Fund") and American Funds Service Company, a California corporation (hereinafter called...Shareholder Services Agreement • November 26th, 1997 • New Perspective Fund Inc
SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of January 1, 1995, are New Perspective Fund, Inc. (hereinafter called "the Fund") and American Funds Service Company, a California corporation (hereinafter called "AFS"). AFS is a wholly owned subsidiary of Capital Research and Management Company (hereinafter called "CRMC"). This Agreement will continue in effect until amended or terminated in accordance with its terms. 2. The Fund hereby employs AFS, and AFS hereby accepts such employment by the Fund, as its transfer agent. In such capacity AFS will provide the services of stock transfer agent, dividend disbursing agent, redemption agent, and such additional related services as the Fund may from time to time require, all of which services are sometimes referred to herein as "shareholder services." 3. AFS has entered into substantially identical agreements with other investment companies for which CRMC serves as investment adviser. (For the purposes
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • November 30th, 2007 • New Perspective Fund Inc
THIS AGREEMENT, dated and effective as of the 6th day of December, 2006 is made and entered into by and between NEW PERSPECTIVE FUND, INC., a Maryland corporation, (hereinafter, the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation, (hereinafter, the “Investment Adviser”).
AMENDMENT OF AMENDED SHAREHOLDER SERVICES AGREEMENTShareholder Agreements • November 30th, 2010 • New Perspective Fund Inc
This Amendment to the Amended Shareholder Services Agreement (the "Agreement") by and between American Funds Service Company (hereinafter, "AFS") and New Perspective Fund, Inc. (hereinafter, the "Fund") is dated as of the 1st day of October, 2009.
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENT THIS AGREEMENT, dated and effective as of the 1st day of April, 1997 is made and entered into by and between NEW PERSPECTIVE FUND, INC., a Maryland corporation, (hereinafter called the "Fund"), and...Investment Advisory and Service Agreement • November 26th, 1997 • New Perspective Fund Inc
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENT THIS AGREEMENT, dated and effective as of the 1st day of April, 1997 is made and entered into by and between NEW PERSPECTIVE FUND, INC., a Maryland corporation, (hereinafter called the "Fund"), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation, (hereinafter called the "Investment Adviser"). The parties agree as follows: W I T N E S S E T H The Fund is an open-end diversified investment company of the management type, registered under the Investment Company Act of 1940 (the "1940 Act"). The Investment Adviser is registered under the Investment Advisers Act of 1940 and is engaged in the business of providing investment advisory and related services to the Fund and to other investment companies. NOW THEREFORE, in consideration of the premises and the mutual undertakings of the parties, it is covenanted and agreed as follows: 1. The Investment Adviser shall determine what securities and other assets shall be purchased or s
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENT THIS AGREEMENT, dated and effective as of the 14th day of March, 2000 by and between NEW PERSPECTIVE FUND, INC., a Maryland corporation, (hereinafter called the "Fund"), and CAPITAL RESEARCH AND...Investment Advisory and Service Agreement • November 30th, 2000 • New Perspective Fund Inc
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENT THIS AGREEMENT, dated and effective as of the 1st day of January, 2000 by and between NEW PERSPECTIVE FUND, INC., a Maryland corporation, (hereinafter called the "Fund"), and CAPITAL RESEARCH AND...Investment Advisory and Service Agreement • March 13th, 2000 • New Perspective Fund Inc
