WITNESSETH:Sub-Advisory Agreement • February 26th, 1998 • MFS Series Trust Viii • Massachusetts
INVESTMENT ADVISORY AGREEMENT INVESTMENT ADVISORY AGREEMENT, dated this 1st day of January, 2002, by and between MFS SERIES TRUST VIII, a Massachusetts business trust (the "Trust"), on behalf of its series of shares (each a "Fund") listed on Appendix...Investment Advisory Agreement • June 26th, 2002 • MFS Series Trust Viii
EXHIBIT NO. 99.6(a) DISTRIBUTION AGREEMENT DISTRIBUTION AGREEMENT, made this first day of January, 1995, by and between MFS SERIES VIII, a Massachusetts business trust (the "Trust"), on behalf of each series from time to time of the Trust (referred to...Distribution Agreement • November 9th, 1995 • MFS Series Trust Viii • Massachusetts
WITNESSETHInvestment Advisory Agreement • June 28th, 2016 • MFS Series Trust Viii
AMENDMENT effective as of February 26, 2016 to the Investment Advisory Agreement dated January 1, 2002 (the "Agreement") by and between MFS Series Trust VIII (the "Trust") on behalf of the MFS Strategic Income Fund (the "Fund"), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the "Adviser").
WITNESSETHAdvisory Agreement • June 25th, 2004 • MFS Series Trust Viii
May 6, 1991MFS Series Trust Viii • November 9th, 1995 • Massachusetts
EXHIBIT NO. 99.5(d) SUB-INVESTMENT ADVISORY AGREEMENT SUB-INVESTMENT ADVISORY AGREEMENT, dated this 18th day of January, 1995, by and between MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the "Adviser"), and BATTERYMARCH FINANCIAL...Investment Advisory Agreement • November 9th, 1995 • MFS Series Trust Viii • Massachusetts
EXHIBIT NO. 99.8(b) AMENDMENT The Custodian Contract dated May 6, 1991 between MFS Income & Opportunity Trust (referred to herein as the "Trust") and State Street Bank and Trust Company (the "Custodian") is hereby amended as follows: I. Section 2.1 is...MFS Series Trust Viii • November 9th, 1995
FORM OFInvestment Advisory Agreement • October 12th, 2001 • MFS Series Trust Viii
January 1, 1997 MFS Service Center, Inc. 500 Boylston Street Boston, MA 02116 Dear Sir/Madam: This will confirm our understanding that Exhibit B to the Shareholder Servicing Agent Agreement between us, dated August 1, 1985, as amended, is hereby...MFS Series Trust Viii • February 27th, 1997
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSMFS Series Trust Viii • February 27th, 2012 • 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
1 EXHIBIT NO. 99.9(c) EXCHANGE PRIVILEGE AGREEMENT AGREEMENT, dated as of September 1, 1993 and as amended and restated as of January 1, 1997, by and among each of the trusts (on behalf of each of their series from time to time) listed below...Exchange Privilege Agreement • February 27th, 1997 • MFS Series Trust Viii
CUSTODIAN CONTRACT Between MFS INCOME & OPPORTUNITY TRUST and STATE STREET BANK AND TRUST COMPANYCustodian Contract • November 9th, 1995 • MFS Series Trust Viii • Massachusetts
EXHIBIT NO. 99.5(b) MFS FUND DISTRIBUTORS, INC. 500 BOYLSTON STREET . BOSTON . MASSACHUSETTS 02116 617 . 954-5000 DEALER AGREEMENT Dear Sirs: We are the distributor of the shares of each of the funds from time to time in the MFS Family of Funds...Dealer Agreement • December 28th, 2006 • MFS Series Trust Viii • Massachusetts
AMENDMENT TO DISTRIBUTION AGREEMENTSDistribution Agreements • February 27th, 2017 • MFS Series Trust Viii • 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
EXHIBIT NO. 99.9(b) MFS SERIES TRUST VIII 500 Boylston Street, Boston, Massachusetts 02116 December 28, 1993 MFS Service Center, Inc. 500 Boylston Street Boston, MA 02116 Dear Sir/Madam: This will confirm our understanding that Exhibit B to the...MFS Series Trust Viii • November 9th, 1995
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • February 25th, 2010 • MFS Series Trust Viii
AMENDMENT dated as of January 1, 2004 to the Investment Advisory Agreement dated January 1, 2002 by and between MFS Series Trust VIII (the “Trust”) on behalf of the MFS Global Growth Fund (the “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”) (the “Agreement”).
MFS ROTH INDIVIDUAL RETIREMENT ACCOUNT TRUST AGREEMENT (For taxable years beginning after December 31. 1997) This AGREEMENT (the "Agreement"), entered into as of the date of the related Application, by and between the individual whose signature...Agreement • February 26th, 1998 • MFS Series Trust Viii • Massachusetts
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • February 27th, 2017 • MFS Series Trust Viii
AMENDMENT effective as of February 26, 2016 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust VIII (the “Trust”) on behalf of the MFS Strategic Income Fund (the “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSMFS Series Trust Viii • February 27th, 2017 • 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 INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • December 26th, 2019 • MFS Series Trust Viii
AMENDMENT effective as of October 1, 2019 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust VIII (the “Trust”) on behalf of the MFS Strategic Income Fund (the “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
