Intermediate Bond Fund of America AMENDED AND RESTATED agreement and declaration of trustAgreement and Declaration of Trust • October 31st, 2017 • Intermediate Bond Fund of America • Delaware
WHEREAS, the Trustees of Intermediate Bond Fund of America entered into an Amended and Restated Agreement and Declaration of Trust dated as of December 5, 2012; and
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • October 29th, 2021 • Intermediate Bond Fund of America • California
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • October 29th, 2021 • Intermediate Bond Fund of America • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT is between Intermediate Bond Fund of America, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • October 31st, 2023 • Intermediate Bond Fund of America
AMENDED and restated INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • October 29th, 2021 • Intermediate Bond Fund of America
THIS amended and restated investment advisory and service AGREEMENT, dated and effective as of the 1st day of May, 2021, is made and entered into by and between intermediate bond fund of america, a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • October 31st, 2017 • Intermediate Bond Fund of America • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between Intermediate Bond Fund of America, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • October 31st, 2018 • Intermediate Bond Fund of America • California
WHEREAS, Intermediate Bond Fund of America (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-T shares, Class 529-E 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”);
Form of AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENT THIS AGREEMENT, dated and effective as of the 1st day of November, 2003, is made and entered into by and between INTERMEDIATE BOND FUND OF AMERICA, a Massachusetts business trust, (hereinafter...Investment Advisory and Service Agreement • October 31st, 2003 • Intermediate Bond Fund of America
INTERMEDIATE BOND FUND OF AMERICA AMERNDED INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • October 31st, 2011 • Intermediate Bond Fund of America
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 INTERMEDIATE BOND FUND OF AMERICA, a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between INTERMEDIATE BOND FUND OF AMERICA, a Massachusetts business trust (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation ("AFD"). W I T N E S S E T...Principal Underwriting Agreement • October 29th, 1997 • Intermediate Bond Fund of America • California
If you initiate and are responsible for sales of shares a) amounting to $1 million or more or b) made at net asset value to retirement plans of organizations with collective retirement plan assets of $100 million or more, you will be paid a dealer commission of 1.00% on sales to $2 million, plus 0.80% on amounts over $2 million up to $3 million, plus 0.50% on amounts over $3 million up to $50 million, plus 0.25% on amounts over $50 million up to $100 million, plus 0. 15% on amounts over $100 million. For each account of a shareholder of the respective Companies (and accounts related by the fight of accumulation), only such net asset value sales made over a 12 month period (commencing from the date of the first such sale) will be considered for purposes of determinin the level of dealer commissions to be paid during that period with respect to such account(s). No dealer commissions are paid on any other sales of shares at net asset value, except that commissions may be paid to dealers o
INTERMEDIATE BOND FUND OF AMERICA AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • July 1st, 2008 • Intermediate Bond Fund of America • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between INTERMEDIATE BOND FUND OF AMERICA, a Massachusetts business trust (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the "Distributor").
INTERMEDIATE BOND FUND OF AMERICA AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • July 1st, 2008 • Intermediate Bond Fund of America • California
WHEREAS, Intermediate Bond Fund of America (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; 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
INTERMEDIATE BOND FUND OF AMERICA AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between INTERMEDIATE BOND FUND OF AMERICA, a Massachusetts business trust (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS,...Principal Underwriting Agreement • March 9th, 2000 • Intermediate Bond Fund of America
INTERMEDIATE BOND FUND OF AMERICA AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT THIS PRINCIPAL UNDERWRITING AGREEMENT, between INTERMEDIATE BOND FUND OF AMERICA, a Massachusetts business trust (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation ("the Distributor"). 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 diversified investment company which offers two classes of shares of beneficial interest, designated as Class A shares and Class B shares, 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 either from time to time or continuously as determined by the Fund's officers subject to authorization by its Board of Trustees; and WHEREAS, the Distributor is engaged in the business of promoting the distribution of shares of investment companies through securities broker-dealers; and WHEREAS, the
FORM OF GLOBAL CUSTODY AGREEMENT This AGREEMENT is effective _________ and is between THE CHASE MANHATTAN BANK (the "Bank") and [fund name] (the "Customer"). 1. Customer Accounts. The Bank agrees to establish and maintain the following accounts...Global Custody Agreement • October 29th, 1997 • Intermediate Bond Fund of America • New York
FORM OF AMENDMENT OF [AMENDED] SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • April 8th, 2009 • Intermediate Bond Fund of America • 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
Selling Group AgreementSelling Group Agreement • October 31st, 2016 • Intermediate Bond Fund of America • California
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 Financial Industry Regulatory Authority (FINRA). In addition, we are the distributor of CollegeAmerica (Program), a college savings program as described in Section 529 of the Internal Revenue Code and The Recordkeeper Direct (multi-fund) Program which offers group fixed and variable annuity contracts (Contract or Contracts), using the Funds and certain other mutual funds as underlying investments. The Contracts are issued by Great-West Life & Annuity Insurance Company and First Great-West Life & Annuity Insurance Company (collectively, Great-West). Unless the context denotes
EXHIBIT E FORM OF [NAME OF FUND] AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • March 8th, 2001 • Intermediate Bond Fund of America
THIS PRINCIPAL UNDERWRITING AGREEMENT, between ______________ _______________________, a __________________ corporation/trust (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the "Distributor").
INTERMEDIATE BOND FUND OF AMERICA INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory Agreement • October 29th, 2010 • Intermediate Bond Fund of America
THIS INVESTMENT ADVISORY AND SERVICE AGREEMENT, dated and effective as of the 1st day of November, 2010, is made and entered into by and between INTERMEDIATE BOND FUND OF AMERICA, 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 INTERMEDIATE BOND FUND OF AMERICA, a Massachusetts business trust (hereinafter called "the Fund"), and American Funds Service Company, a...Shareholder Services Agreement • October 24th, 1995 • Intermediate Bond Fund of America
FORM OF AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • April 8th, 2009 • Intermediate Bond Fund of America • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between [Name of Fund], a [State of Formation] [corporation/business trust] (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the "Distributor").
Exhibit DInvestment Advisory and Service Agreement • November 1st, 2004 • Intermediate Bond Fund of America
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENT THIS AGREEMENT, dated and effective as of the 1/st/ day of March, 2000, is made and entered into by and between INTERMEDIATE BOND FUND OF AMERICA, a Massachusetts business trust, (hereinafter called...Investment Advisory and Service Agreement • March 9th, 2000 • Intermediate Bond Fund of America
AMENDED INVESTMENT ADVISORY AND SERVICE AGREEMENT THIS AGREEMENT, dated and effective as of the 1/st/ day of March, 2000, is made and entered into by and between INTERMEDIATE BOND FUND OF AMERICA, a Massachusetts business trust, (hereinafter called the "Fund"), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation, (hereinafter called the "Investment Adviser"). 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 undertaking 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 sold by the F
INVESTMENT ADVISORY AND SERVICE AGREEMENT THIS AGREEMENT, dated and effective as of October 25, 1993, is made and entered into by and between INTERMEDIATE BOND FUND OF AMERICA, a Massachusetts business trust, (hereinafter called the "Fund"), and...Investment Advisory Agreement • October 29th, 1997 • Intermediate Bond Fund of America
January 15, 1999 Capital Research and Management Company 333 South Hope Street, 55th 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 Under Rule 17f-5 • October 29th, 1999 • Intermediate Bond Fund of America
