Standard Contracts
FORM OF [NAME OF FUND] AMENDED SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of April 1, 2003, are [name of fund] (hereinafter called "the Fund") and American Funds Service Company, a California corporation...Shareholder Services Agreement • January 28th, 2005 • New Economy Fund
The New Economy FUND AMENDED AND RESTATED agreement and declaration of trustAgreement and Declaration of Trust • January 31st, 2018 • New Economy Fund • Delaware
WHEREAS, the Trustees of The New Economy Fund entered into an Amended and Restated Agreement and Declaration of Trust dated as of December 4, 2012; and
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • January 29th, 2021 • New Economy Fund • California
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • January 29th, 2021 • New Economy Fund • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT is between the new economy 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 • January 31st, 2023 • New Economy Fund
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • January 31st, 2018 • New Economy Fund • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between THE NEW ECONOMY 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 • January 31st, 2019 • New Economy Fund • California
WHEREAS, The New Economy 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”);
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • January 31st, 2017 • New Economy Fund • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between The New Economy Fund, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
FUND] SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • June 30th, 2014 • New Economy Fund • Delaware
No 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.
THE NEW ECONOMY FUND INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • March 24th, 2011 • New Economy Fund
THIS INVESTMENT ADVISORY AND SERVICE AGREEMENT, dated and effective as of the 1st day of April, 2011, is made and entered into by and between THE NEW ECONOMY FUND, a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • March 24th, 2011 • New Economy Fund • California
THIS PRINCIPAL UNDERWRITING AGREEMENT, is between [FUND], a Delaware statutory trust (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the "Distributor").
Form of AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • January 31st, 2006 • New Economy Fund • California
WHEREAS, [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
NAME OF FUND] AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • July 1st, 2008 • New Economy Fund • California
WHEREAS, [Name of Fund] (the “Fund”), is a [________] [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 and Class R-5 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
GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • January 31st, 2007 • New Economy Fund • New York
This 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").
INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • June 30th, 2014 • New Economy Fund
THIS investment advisory and service AGREEMENT, dated and effective as of the 1st day of July, 2014, is made and entered into by and between THE NEW ECONOMY FUND, a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
NAME OF FUND] AMENDMENT OF [AMENDED] SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • January 31st, 2007 • New Economy Fund
This Amendment to the [Amended] Shareholder Services Agreement (the "Agreement") by and between American Funds Service Company (hereinafter, "AFS") and [Name of Fund] (hereinafter, the "Fund") is dated as of the 1st day of November, 2006.
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 • January 30th, 1998 • New Economy Fund • Hawaii
PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between THE NEW ECONOMY FUND a Massachusetts business trust (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 to date (the "1940 Act"), as an open-end investment company and it is a part of the business of the Fund, and affirmatively in the interest of the Fund, to offer its shares for sale, either continuously, or from time to time by means of such arrangements as are determined by its Trustees 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 Fund's shares; NOW, THEREFORE, the parties agree as follows: 1. (a) AFD shall be the exclusive principal underw
FORM OF [FUND] AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between ___________, a [Maryland corporation] (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the...Principal Underwriting Agreement • December 29th, 2000 • New Economy Fund
FUND NAME] SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • January 31st, 2012 • New Economy Fund • California
SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of January 1, 1995, are The New Economy Fund (hereinafter called "the Fund") and American Funds Service Company, a California corporation (hereinafter called...Shareholder Services Agreement • January 31st, 1996 • New Economy Fund
SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of January 1, 1995, are The New Economy Fund (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 of th
Michael J. Downer Chad L. Norton Secretary Secretary SCHEDULE A to the Amended and Restated Principal Underwriting Agreement ALLOCATION SCHEDULE The following relates solely to Class B shares. The Distributor's Allocable Portion of Distribution Fees...Principal Underwriting Agreement • March 10th, 2000 • New Economy Fund
ATTACHMENT TO ADMINISTRATIVE SERVICES AGREEMENT AMENDMENT OF SHAREHOLDER SERVICES AGREEMENT This Amendment to the Shareholder Services Agreement (the "Agreement") by and between American Funds Service Company (hereinafter "AFS") and AMCAP Fund, Inc....Administrative Services Agreement • December 29th, 2000 • New Economy Fund • California
FORM OF [FUND NAME] ADMINISTRATIVE SERVICES AGREEMENT WHEREAS, _______________ (the "Fund"), is a 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 C shares and Class F shares; and WHEREAS, Capital Research and Management Company (the "Investment Adviser"), is a Delaware corporation registered under the Investment Advisers Act of 1940, as amended, and is engaged in the business of providing investment advisory and related services to the Fund and to other investment companies; and WHEREAS, the Fund wishes to have the Investment Adviser arrange for and coordinate and monitor the provision of transfer agent and shareholder services ("transfer agent services") and certain other administrative services (other than those provided pursuant to any other agreement with the Fund), including but not limited to recordkeeping, transactional services, tax information returns
SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of January 1, 1995, are The New Economy Fund (hereinafter called "the Fund") and American Funds Service Company, a California corporation (hereinafter called...Shareholder Services Agreement • January 30th, 1998 • New Economy Fund
SHAREHOLDER SERVICES AGREEMENT 1. The parties to this Agreement, which is effective as of January 1, 1995, are The New Economy Fund (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 of th
American Funds Distributors, Inc.Selling Group Agreement • January 31st, 2011 • New Economy Fund
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.
The New Economy Fund 333 South Hope Street, Los Angeles, California 90071 (213)4 486-9200 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...Delegation of Responsibilities Agreement • March 10th, 2000 • New Economy Fund
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENT THIS AGREEMENT, dated the 1st day of March, 2000 is made and entered into by and between THE NEW ECONOMY FUND, a Massachusetts business trust, (hereinafter called the "Trust"), and CAPITAL RESEARCH AND...Investment Advisory and Service Agreement • March 10th, 2000 • New Economy Fund
CUSTODIAN CONTRACT Between THE NEW ECONOMY FUND and STATE STREET BANK AND TRUST COMPANY TABLE OF CONTENTS Page 1. Employment of Custodian and Property to be Held By It 1 2. Duties of the Custodian with Respect to Property of the Fund Held by the...Custodian Contract • January 30th, 1998 • New Economy Fund
AMENDMENT TO CUSTODIAN AGREEMENTCustodian Agreement • January 31st, 2006 • New Economy Fund
This Amendment to the Custodian Agreement is made as of October 1, 2004, by and between State Street Bank and Trust Company (the “Custodian”) 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 of the Custodian Agreement (each a “Fund”);
FORM OF AMENDMENT OF [AMENDED] SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • January 30th, 2009 • New Economy Fund
This Amendment to the [Amended] Shareholder Services Agreement (the "Agreement") by and between American Funds Service Company (hereinafter, "AFS") and [Name of Fund] (hereinafter, the "Fund") is dated as of the 1st day of November, 2008.
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • January 31st, 2008 • New Economy Fund
THIS AGREEMENT, dated the 1st day of December, 2000 is made and entered into by and between THE NEW ECONOMY FUND, a Massachusetts business trust, (hereinafter called the "Trust"), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation, (hereinafter called the "Investment Adviser").
PLAN OF DISTRIBUTION OF THE NEW ECONOMY FUND WHEREAS, The New Economy Fund (the "Fund") is a Massachusetts business trust which offers shares of beneficial interest; WHEREAS, American Funds Distributors, Inc. ("AFD") will serve as distributor of the...Plan of Distribution • January 30th, 1998 • New Economy Fund
INVESTMENT ADVISORY AND SERVICE AGREEMENT THIS AGREEMENT, dated the 1st day of February, 1995 is made and entered into by and between THE NEW ECONOMY FUND, a Massachusetts business trust, (hereinafter called the "Trust"), and CAPITAL RESEARCH AND...Investment Advisory Agreement • January 30th, 1998 • New Economy Fund
THE NEW ECONOMY FUND AMENDMENT OF AMENDED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • January 29th, 2010 • New Economy Fund
This Amendment to the Amended Shareholder Services Agreement (the "Agreement") by and between American Funds Service Company (hereinafter, "AFS") and The New Economy Fund (hereinafter, the "Fund") is dated as of the 1st day of October, 2009.
AMENDMENT TO CUSTODIAN AGREEMENT This Amendment to the Custodian Agreement is made as of October 1, 2004, by and between State Street Bank and Trust Company (the "Custodian") and each of the investment companies and other pooled investment vehicles...Custodian Agreement • January 28th, 2005 • New Economy Fund
AmENDED AND RESTATED INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • January 31st, 2022 • New Economy Fund
This amended and restated investment advisory and service AGREEMENT, dated and effective as of the 1st day of November, 2021, is made and entered into by and between THE NEW ECONOMY FUND, a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
