Standard Contracts
INSTITUTIONAL FIDUCIARY TRUST INVESTMENT ADVISORY AGREEMENT THIS INVESTMENT ADVISORY AGREEMENT made between INSTITUTIONAL FIDUCIARY TRUST, a Massachusetts business trust (the "Trust"), on behalf of each series listed on Schedule A (each a "Fund"), and...Investment Advisory Agreement • October 30th, 2003 • Institutional Fiduciary Trust • California
INSTITUTIONAL FIDUCIARY TRUST FRANKLIN INSTITUTIONAL ADJUSTABLE RATE SECURITIES FUND ADMINISTRATION AGREEMENT THIS ADMINISTRATION AGREEMENT is made between INSTITUTIONAL FIDUCIARY TRUST, a Massachusetts business trust hereinafter called the "Trust,"...Administration Agreement • October 30th, 1997 • Institutional Fiduciary Trust • California
MASTER CUSTODY AGREEMENT THIS CUSTODY AGREEMENT ("Agreement") is made and entered into as of February 16, 1996, by and between each Investment Company listed on Exhibit A, for itself and for each of its Series listed on Exhibit A, and BANK OF NEW...Custody Agreement • October 31st, 1996 • Institutional Fiduciary Trust • New York
INSTITUTIONAL FIDUCIARY TRUST INVESTMENT ADVISORY AGREEMENT THIS INVESTMENT ADVISORY AGREEMENT made between INSTITUTIONAL FIDUCIARY TRUST, a Massachusetts business trust (the "Trust"), on behalf of each series listed on Schedule A (each a "Fund"), and...Investment Advisory Agreement • January 10th, 2003 • Institutional Fiduciary Trust • California
DEALER AGREEMENT Effective: March 1, 1998 Dear Securities Dealer: Franklin/Templeton Distributors, Inc. ("we" or "us") invites you to participate in the distribution of shares of the Franklin Templeton investment companies (the "Funds") for which we...Dealer Agreement • October 29th, 1998 • Institutional Fiduciary Trust • California
MASTER CUSTODY AGREEMENT EXHIBIT A The following is a list of the Investment Companies and their respective Series for which the Custodian shall serve under the Master Custody Agreement dated as of February 16, 1996.Master Custody Agreement • October 30th, 2002 • Institutional Fiduciary Trust
The following is a list of the Investment Companies and their respective Series for which the Custodian shall serve under the Master Custody Agreement dated as of February 16, 1996.
FUND ADMINISTRATION AGREEMENT AGREEMENT dated as of March 31, 2003 between INSTITUTIONAL FIDUCIARY TRUST (the "Investment Company"), an investment company registered under the Investment Company Act of 1940 ("1940 Act"), on behalf of each series...Fund Administration Agreement • October 30th, 2003 • Institutional Fiduciary Trust
Institutional Fiduciary Trust on behalf of Franklin Money Market Fund form of INVESTMENT MANAGEMENT AGREEMENTInvestment Management Agreement • January 31st, 2020 • Institutional Fiduciary Trust • California
THIS INVESTMENT MANAGEMENT AGREEMENT, dated as of ___________, is made between INSTITUTIONAL FIDUCIARY TRUST, a Delaware statutory trust (the “Trust”), on behalf of FRANKLIN MONEY MARKET FUND (the “Fund”), a series of the Trust, and FRANKLIN ADVISERS, INC., a California corporation (the “Manager”).
AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST of Institutional Fiduciary Trust a Delaware Statutory TrustAgreement and Declaration of Trust • October 26th, 2018 • Institutional Fiduciary Trust • Delaware
WHEREAS Institutional Fiduciary Trust (the “Trust”) was formed on October 18, 2006 under the name “Institutional Fiduciary Trust” by its Trustees by the filing of the Certificate of Trust with the Office of the Secretary of State of the State of Delaware pursuant to an Agreement and Declaration of Trust dated as of October 18, 2006 (the “Original Declaration of Trust”); and
MASTER CUSTODY AGREEMENTMaster Custody Agreement • August 28th, 2015 • Institutional Fiduciary Trust
The following is a list of the Investment Companies and their respective Series for which the Custodian shall serve under the Master Custody Agreement dated as of February 16, 1996.
Institutional Fiduciary Trust One Franklin Parkway San Mateo, California 94403-1906Distribution Agreement • October 27th, 2020 • Institutional Fiduciary Trust • California
We, Institutional Fiduciary Trust, (the “Fund”), comprise of the series listed on Attachment A (each a “Fund”, and collectively, the “Funds”) are a Delaware statutory trust operating as an open-end management investment company or “mutual fund”, which is registered under the Investment Company Act of 1940, as amended (the “1940 Act”), and whose shares are registered under the Securities Act of 1933, as amended (the “1933 Act”). We desire to issue one or more series or classes of our authorized but unissued shares of capital stock or beneficial interest (the “Shares”) to authorized persons in accordance with applicable Federal and State securities laws. The Fund’s Shares may be made available in one or more separate series, each of which may have one or more classes.
MASTER CUSTODY AGREEMENTMaster Custody Agreement • October 24th, 2014 • Institutional Fiduciary Trust
The following is a list of the Investment Companies and their respective Series for which the Custodian shall serve under the Master Custody Agreement dated as of February 16, 1996.
AMENDED AND RESTATED FUND ADMINISTRATION AGREEMENTFund Administration Agreement • October 29th, 2012 • Institutional Fiduciary Trust • California
This Agreement, dated as of April 17, 2012, is between INSTITUTIONAL FIDUCIARY TRUST (the “Trust”), a Delaware statutory trust, on behalf of MONEY MARKET PORTFOLIO (the “Fund”), and FRANKLIN TEMPLETON SERVICES, LLC (“Administrator”), and amends and restates the prior Administration Agreement between the Trust on behalf of the Fund and Administrator.
FRANKLIN TEMPLETON INVESTOR SERVICES, LLC AMENDED AND RESTATEDTransfer Agent and Shareholder Services Agreement • October 24th, 2014 • Institutional Fiduciary Trust • California
o Maintain records of (i) issued Shares and (ii) number of Shareholders and their aggregate Shareholdings classified according to their residence in each State of the United States or foreign country;
FRANKLIN TEMPLETON INVESTOR SERVICES, LLC AMENDED AND RESTATEDTransfer Agent and Shareholder Services Agreement • October 26th, 2018 • Institutional Fiduciary Trust • California
The parties to this Agreement are the Investment Company named above ("Investment Company"), an open-end investment company registered as such under the Investment Company Act of 1940 ("1940 Act"), on behalf of each class of shares of each series, if any, of the Investment Company which now exists or may hereafter be created (individually, a "Fund" and collectively, the "Funds") and FRANKLIN TEMPLETON INVESTOR SERVICES, LLC ("FTIS"), a registered transfer agent. This Agreement supersedes prior Shareholder Services Agreements between the parties, as stated below in section 16(d).
INSTITUTIONAL FIDUCIARY TRUST 777 Mariners Island Blvd. San Mateo, California 94404 Franklin/Templeton Distributors, Inc 777 Mariners Island Blvd. San Mateo, CA 94404 Re: Amendment of Amended and Restated Distribution Agreement Gentlemen: We (the...Distribution Agreement • October 30th, 2003 • Institutional Fiduciary Trust
TERMINAL LINK AGREEMENT AGREEMENT made as of February 16, 1996 between The Bank of New York as custodian (the "Custodian") and each Investment Company listed on Exhibit A, for itself and for each of Series listed on Exhibit A (each, a "Fund")....Terminal Link Agreement • October 31st, 1996 • Institutional Fiduciary Trust
FUND OF FUNDS INVESTMENT AGREEMENTFund of Funds Investment Agreement • October 24th, 2024 • Institutional Fiduciary Trust
THIS AGREEMENT, dated as of [___________], is made among each entity listed on Schedule A (as amended from time to time), severally and not jointly (each, an “Acquiring Fund”), and each Acquired Fund listed on Schedule A (as amended from time to time), severally and not jointly (each, an “Acquired Fund” and together with the Acquiring Funds, the “Funds”).
AMENDMENT TO ADMINISTRATION AGREEMENT This Amendment dated as of August 1, 1995, is to the Administration Agreement dated November 1, 1992, by and between INSTITUTIONAL FIDUCIARY TRUST, a Massachusetts business trust (the "Trust"), on behalf of...Administration Agreement • October 30th, 1997 • Institutional Fiduciary Trust
TERMINAL LINK AGREEMENTTerminal Link Agreement • August 28th, 2015 • Institutional Fiduciary Trust
The following is a list of the Investment Companies and their respective Series for which the Custodian shall serve under the Master Custody Agreement dated as of February 16, 1996.
MASTER CUSTODY AGREEMENTMaster Custody Agreement • October 27th, 2008 • Institutional Fiduciary Trust
The following is a list of the Investment Companies and their respective Series for which the Custodian shall serve under the Master Custody Agreement dated as of February 16, 1996.
INSTITUTIONAL FIDUCIARY TRUST On behalf of MONEY MARKET PORTFOLIOAdministration Agreement • October 26th, 2007 • Institutional Fiduciary Trust • California
TERMINAL LINK AGREEMENT EXHIBIT A (Effective as of February 2020)Terminal Link Agreement • October 27th, 2020 • Institutional Fiduciary Trust
The following is a list of the Investment Companies and their respective Series for which the Custodian shall serve under the Master Custody Agreement dated as of February 16, 1996.
AMENDMENT TO MANAGEMENT AGREEMENT This Amendment dated as of August 1, 1995, is to the Management Agreement dated February 8, 1994, by and between INSTITUTIONAL FIDUCIARY TRUST, a Massachusetts business trust (the "Trust"), on behalf of FRANKLIN U.S....Management Agreement • October 30th, 1997 • Institutional Fiduciary Trust
on behalf of MONEY MARKET PORTFOLIO ADMINISTRATION AGREEMENTAdministration Agreement • October 27th, 2008 • Institutional Fiduciary Trust • California
This Administration Agreement is made between INSTITUTIONAL FIDUCIARY TRUST, a Delaware statutory trust (the “Trust”), on behalf of the MONEY MARKET PORTFOLIO (the “Fund”), a separate series of the Trust, and FRANKLIN ADVISERS, INC., a California Corporation (the “Administrator”). WHEREAS, the Trust has been organized and intends to operate as an investment company registered under the Investment Company Act of 1940, as amended (the “1940 Act”), for the purpose of investing and reinvesting its assets in securities, as set forth in its Agreement and Declaration of Trust, its By-Laws and its Registration Statement under the 1940 Act and the Securities Act of 1933, as amended, all as heretofore and hereafter amended and supplemented; and the Trust desires to avail itself of the services, information, advice, assistance and facilities of an administrator and to have an administrator perform various administrative, statistical, research, investment advisory and other services for the
INSTITUIONAL FIDUCIARY TRUST One Franklin Parkway San Mateo, California 94403-1906 Franklin/Templeton Distributors, Inc. One Franklin Parkway San Mateo, CA 94403-1906 Re: Distribution Agreement Gentlemen: We, Institutional Fiduciary Trust, (the...Distribution Agreement • October 26th, 2007 • Institutional Fiduciary Trust • California
INSTITUTIONAL FIDUCIARY TRUST One Franklin Parkway San Mateo, California 94403-1906Distribution Agreement • October 27th, 2008 • Institutional Fiduciary Trust
We, Institutional Fiduciary Trust, (the “Fund”), comprise of the series listed on Attachment A (each a “Fund”, and collectively, the “Funds”) are a Delaware statutory trust operating as an open-end management investment company or “mutual fund”, which is registered under the Investment Company Act of 1940, as amended (the “1940 Act”), and whose shares are registered under the Securities Act of 1933, as amended (the “1933 Act”). We desire to issue one or more series or classes of our authorized but unissued shares of capital stock or beneficial interest (the “Shares”) to authorized persons in accordance with applicable Federal and State securities laws. The Fund’s Shares may be made available in one or more separate series, each of which may have one or more classes.
AMENDMENT TO ADMINISTRATION AGREEMENT This Amendment effective as of November 1, 1998, is to the Administration Agreement dated November 1, 1992, by and between INSTITUTIONAL FIDUCIARY TRUST, a Massachusetts business trust (the "Trust"), on behalf of...Administration Agreement • August 27th, 1999 • Institutional Fiduciary Trust
AGREEMENT AND DECLARATION OF TRUST OF INSTITUTIONAL FIDUCIARY TRUST A DELAWARE STATUTORY TRUSTTrust Agreement • October 26th, 2007 • Institutional Fiduciary Trust • Delaware
BANK Selling Agreement May 1, 2010Bank Selling Agreement • August 27th, 2010 • Institutional Fiduciary Trust • California
Special Servicing AgreementSpecial Servicing Agreement • October 29th, 2012 • Institutional Fiduciary Trust • California
THIS AGREEMENT is dated December 2, 2009 and effective as of May 1, 2009, and is between and among the “Underlying Funds,” the “Top-Tier Funds” and the “Service Providers,” as each is defined below. This Agreement sets forth the principles and arrangements whereby the Underlying Funds will bear some or all of the Operating Expenses, as defined below, of the Top-Tier Funds.
AMENDMENT TO MANAGEMENT AGREEMENT This Amendment dated as of August 1, 1995, is to the Management Agreement dated February 2, 1988, by and between INSTITUTIONAL FIDUCIARY TRUST, a Massachusetts business trust (the "Trust"), on behalf of FRANKLIN LATE...Management Agreement • October 31st, 1996 • Institutional Fiduciary Trust
